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Truist Financial Corp equities shares owned by Fortis Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Fortis Advisors from 13F filings

Historical chart of Fortis Advisors investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $21k 729 28.62
2023-06-30 $22k 717 30.36
2023-03-31 $288k 8.5k 34.10
2022-12-31 $364k 8.4k 43.03
2022-09-30 $445k 10k 43.51
2022-06-30 $473k 10k 47.44
2022-03-31 $253k 4.5k 56.68
2021-12-31 $156k 2.7k 58.43
2021-09-30 $39k 665 58.65
2021-06-30 $37k 659 56.15
2021-03-31 $38k 655 58.02
2020-12-31 $31k 650 47.69
2020-09-30 $24k 644 37.27
2020-06-30 $137k 3.6k 37.68
2020-03-31 $189k 6.1k 30.84
2019-12-31 $382k 6.8k 56.39

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities