Icon Wealth Advisors »

Truist Financial Corp equities shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $716k 17k 42.77
2024-03-31 $657k 17k 38.98
2023-12-31 $1.0M 28k 36.92
2022-12-31 $6.1M 141k 43.03
2022-09-30 $6.1M 141k 43.54

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities