Pines Wealth Management »

Truist Financial Corp equities shares owned by Pines Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $688k 15k 45.72
2025-06-30 $730k 16k 45.54
2025-03-31 $569k 16k 34.92
2024-12-31 $718k 17k 42.78

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines 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