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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
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

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Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
IDEX Corporation (IEX)
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Thermo Fisher Scientific (TMO)
Exxon Mobil Corporation (XOM)
UnitedHealth (UNH)

View all positions for Peterson Financial Group

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