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Truist Financial Corp equities shares owned by GW & Wade

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.8M 191k 30.35
2023-03-31 $8.3M 244k 34.10
2022-12-31 $9.9M 231k 43.03
2022-09-30 $12M 278k 43.54

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities