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Truist Financial Corp equities shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 177k 41.72
2024-06-30 $9.3M 237k 39.18
2024-03-31 $850k 22k 38.98
2023-12-31 $803k 22k 36.92
2023-09-30 $428k 15k 28.61
2023-06-30 $276k 9.1k 30.35
2023-03-31 $230k 6.7k 34.10
2019-12-31 $300k 5.3k 56.36

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

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