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Truist Financial Corp equities shares owned by Mindset Wealth Management

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

Historical chart of Mindset Wealth Management investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Mindset Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 35k 45.72
2025-06-30 $1.5M 35k 42.99
2025-03-31 $1.4M 35k 41.15

More positions owned by Mindset Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Cme (CME)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Yum! Brands (YUM)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Palantir Technologies Cl A (PLTR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)

View all positions for Mindset Wealth Management

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