LBMC Investment Advisors »

Truist Financial Corp equities shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by LBMC Investment Advisors 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 8.1k 42.77
2024-06-30 $315k 8.1k 38.85
2024-03-31 $316k 8.1k 38.98

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
iShares Cohen & Steers Realty Maj. (ICF)
Hca Holdings (HCA)
iShares S&P SmallCap 600 Index (IJR)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)

View all positions for LBMC Investment Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities