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Truist Financial Corp equities shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 5.3k 42.77
2024-06-30 $206k 5.3k 38.85
2024-03-31 $113k 2.9k 38.98
2022-03-31 $51k 900 56.67
2021-12-31 $54k 900 60.00

More positions owned by Future Financial Wealth Managment

Vanguard S&p 500 Etf Etf (VOO)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Federated Investors
American Century Companies
Invesco
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding Truist Financial Corp equities