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Truist Financial Corp equities shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 9.4k 45.72
2025-06-30 $405k 9.4k 42.99
2025-03-31 $512k 12k 41.15
2024-12-31 $644k 15k 43.38
2024-09-30 $903k 21k 42.77
2024-06-30 $784k 20k 38.85
2024-03-31 $844k 22k 38.98
2023-12-31 $638k 17k 36.92

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW 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