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Truist Financial Corp equities shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-03-31 $734k 19k 38.98
2023-12-31 $709k 19k 36.92
2023-09-30 $539k 19k 28.61
2023-06-30 $572k 19k 30.35
2023-03-31 $318k 9.3k 34.10
2022-12-31 $401k 9.3k 43.03
2022-09-30 $406k 9.3k 43.54
2022-06-30 $442k 9.3k 47.40
2021-03-31 $73k 1.3k 58.26

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities