Kmg Fiduciary Partners »

Truist Financial Corp equities shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Kmg Fiduciary Partners 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 Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 54k 45.97
2025-12-31 $2.6M 53k 49.21
2025-09-30 $2.3M 51k 45.72
2025-06-30 $2.2M 50k 42.99
2025-03-31 $2.0M 48k 41.15
2024-12-31 $1.7M 39k 43.38

More positions owned by Kmg Fiduciary Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYM)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Abbvie (ABBV)

View all positions for Kmg Fiduciary Partners

Top funds holding Truist Financial Corp equities

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

View all funds holding Truist Financial Corp equities