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Truist Financial Corp equities shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Private Wealth Management 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 1.2k 42.78
2024-03-31 $48k 1.2k 38.99
2023-12-31 $45k 1.2k 36.93

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
State Street Corporation
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
American Century Companies
Federated Investors
Invesco

View all funds holding Truist Financial Corp equities