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Truist Financial Corp equities shares owned by Keel Point

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 12k 38.98
2023-12-31 $440k 12k 36.92
2023-09-30 $307k 11k 28.61
2023-06-30 $334k 11k 30.35
2023-03-31 $354k 10k 34.10
2022-12-31 $492k 11k 43.03
2022-09-30 $485k 11k 43.55
2022-06-30 $559k 11k 50.87
2022-03-31 $653k 12k 56.68
2021-06-30 $384 8.1k 0.05
2019-12-31 $359k 6.4k 56.37

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities