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Truist Financial Corp equities shares owned by Gitterman Wealth Management

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

Historical chart of Gitterman Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 5.1k 45.72

More positions owned by Gitterman Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Hdg Msci Eafe (HEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Nextera Energy (NEE)

View all positions for Gitterman Wealth Management

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