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Truist Financial Corp equities shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 6.8k 42.77
2024-06-30 $235k 6.1k 38.85
2024-03-31 $240k 6.1k 38.98
2023-12-31 $368k 10k 36.92

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities