Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Prevail Innovative Wealth Advisors »

Truist Financial Corp equities shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Truist Financial Corp equities by Prevail Innovative Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.7M	38k	45.72
2025-06-30	$1.0M	24k	42.99
2025-03-31	$753k	18k	41.15
2024-12-31	$304k	7.0k	43.38

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

Ssga Active Etf Tr Blackstone Senr (SRLN)

Ishares Tr 20+ Year Tr Bd (TLTW)

Exxon Mobil Corporation (XOM)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Global X Fds Defense Tech Etf (SHLD)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Prologis (PLD)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Neos Etf Trust Neos S&p 500 Hi (SPYI)

NVIDIA Corporation (NVDA)

View all positions for Prevail Innovative Wealth 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

American Century Companies

Federated Investors

View all funds holding Truist Financial Corp equities

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z