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Truist Financial Corp equities shares owned by Peterson Financial Group

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

Historical chart of Peterson Financial Group investment in Truist Financial Corp equities

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

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Quarterly reported holdings in Truist Financial Corp equities by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0k 95 42.57
2023-12-31 $466k 13k 36.92
2023-09-30 $658k 23k 28.61
2023-06-30 $777k 26k 30.35
2023-03-31 $677k 20k 34.10

More positions owned by Peterson Financial Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Peterson Financial Group

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Royal Bank of Canada
Northern Trust
Legal & General Group
Ubs Global Asset Management Americas
Federated Investors

View all funds holding Truist Financial Corp equities