Secure Asset Management »

Truist Financial Corp equities shares owned by Secure Asset Management

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

Historical chart of Secure 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 Secure Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 6.7k 42.77
2024-06-30 $346k 8.9k 38.85
2024-03-31 $374k 9.6k 38.98
2023-12-31 $475k 13k 36.92
2023-09-30 $413k 14k 28.61

More positions owned by Secure Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Secure Asset 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