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Truist Financial Corp equities shares owned by Lantz Financial

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

Historical chart of Lantz Financial investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Lantz Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $425k 8.6k 49.21
2025-09-30 $369k 8.1k 45.72
2025-06-30 $277k 6.4k 42.99
2025-03-31 $251k 6.1k 41.15
2024-12-31 $257k 5.9k 43.38
2024-09-30 $245k 5.7k 42.77
2024-03-31 $221k 5.7k 38.98

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Lantz Financial

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