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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
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
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities