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Truist Financial Corp equities shares owned by Sagewood Asset Management

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

Historical chart of Sagewood Asset 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 Sagewood Asset 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 Sagewood Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 4.8k 45.97

More positions owned by Sagewood Asset Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Goldman Sachs (GS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Pepsi (PEP)
Costco Wholesale Corporation (COST)
Illinois Tool Works (ITW)
Amazon (AMZN)
American Express Company (AXP)
Broadcom (AVGO)
Hershey Company (HSY)

View all positions for Sagewood Asset Management

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