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Truist Financial Corp equities shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Johnson & White Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 4.1k 49.21

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Ishares Tr Intl Sel Div Etf (IDV)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Broadcom (AVGO)

View all positions for Johnson & White Wealth Management

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
Royal Bank of Canada
Northern Trust
FMR
Federated Investors
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities