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Truist Financial Corp equities shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $84k 1.7k 49.82

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Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
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View all positions for Planning Strategies

Top funds holding Truist Financial Corp equities

BlackRock
Capital Research and Management Company - Division 3
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
FMR
Invesco
Northern Trust
Bank of New York Mellon
Wellington Management Company

View all funds holding Truist Financial Corp equities