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Truist Financial Corp equities shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 5.3k 45.97
2025-09-30 $235k 5.1k 45.72
2025-06-30 $217k 5.0k 42.99

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Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Truist Financial Corp equities

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

View all funds holding Truist Financial Corp equities