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Truist Financial Corp equities shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & Co investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 6.6k 45.72
2025-06-30 $213k 5.0k 42.99
2025-03-31 $213k 5.2k 41.15

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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