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Truist Financial Corp equities shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private 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 Intergy Private 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 Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 4.5k 49.82

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Intergy Private Wealth

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
FMR
Invesco
Northern Trust
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities