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Truist Financial Corp equities shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $711k 18k 38.98
2023-12-31 $1.2M 32k 36.92
2023-09-30 $911k 32k 28.61
2023-06-30 $1.0M 34k 30.35
2023-03-31 $1.0M 30k 34.10
2022-03-31 $281k 5.0k 56.61
2021-03-31 $453k 7.8k 58.29
2020-12-31 $352k 7.3k 47.95

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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