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Truist Financial Corp equities shares owned by Legacy Advisors

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

Historical chart of Legacy 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 Legacy 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 Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $929k 20k 45.72
2025-03-31 $207k 5.0k 41.15
2024-03-31 $3.2M 83k 38.98
2023-12-31 $3.1M 83k 36.92
2023-09-30 $445k 16k 28.61

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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
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities