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Truist Financial Corp equities shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by FSM Wealth 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 15k 45.72
2025-06-30 $672k 15k 45.16

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J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
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View all positions for FSM Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
Victory Capital Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities