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Truist Financial Corp equities shares owned by SYSTM Wealth Solutions

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

Historical chart of SYSTM Wealth Solutions investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by SYSTM Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 8.7k 38.98
2023-09-30 $649k 23k 28.61
2023-06-30 $1.4M 45k 30.35
2023-03-31 $1.6M 47k 34.10
2022-12-31 $2.7M 64k 43.03

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Home Depot (HD)
Intuit (INTU)
Automatic Data Processing (ADP)
Anthem (ELV)
Apple (AAPL)
UnitedHealth (UNH)
Amazon (AMZN)
Ferguson SHS (FERG)
Charles Schwab Corporation (SCHW)

View all positions for SYSTM Wealth Solutions

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities