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Truist Financial Corp equities shares owned by Smith & Howard Wealth Management

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

Historical chart of Smith & Howard 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 Smith & Howard 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 Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $620k 15k 42.77
2024-06-30 $563k 15k 38.85
2022-03-31 $225k 4.0k 56.63
2021-12-31 $233k 4.0k 58.65
2021-09-30 $254k 4.3k 58.54

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

Top funds holding Truist Financial Corp equities

Vanguard Group
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
Royal Bank of Canada
Northern Trust
Legal & General Group
Ubs Global Asset Management Americas
Federated Investors

View all funds holding Truist Financial Corp equities