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Truist Financial Corp equities shares owned by My Legacy Advisors

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

Historical chart of My 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 My 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $931k 21k 45.50
2025-03-31 $637k 16k 41.15
2024-12-31 $607k 13k 45.39
2024-09-30 $492k 12k 42.77
2024-06-30 $386k 9.9k 38.85
2024-03-31 $387k 9.9k 38.98
2023-12-31 $371k 9.9k 37.34

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View all positions for My Legacy 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