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Truist Financial Corp equities shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 4.5k 49.83

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Truist Financial Corp equities

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

View all funds holding Truist Financial Corp equities