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Truist Financial Corp equities shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $16k 355 46.32

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Vanguard Mid Cap Etf (VO)
Innovator Defined Wealth Shield Etf (BALT)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Ishares Russell Top 200 Etf (IWL)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Geode Capital Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Victory Capital Management
Invesco
Northern Trust
FMR
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Truist Financial Corp equities