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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

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Quarterly reported holdings in Truist Financial Corp equities by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 8.1k 45.72
2025-06-30 $348k 8.1k 42.99
2025-03-31 $333k 8.1k 41.15
2024-12-31 $365k 8.4k 43.38
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 Tr (IBHH)
Ishares Tr (IBHG)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr (IBHF)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr (IBHI)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)

View all positions for LBMC Investment Advisors

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
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities