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Truist Financial Corp equities shares owned by Td Private Client Wealth

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

Historical chart of Td Private Client Wealth investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 77k 38.85
2024-03-31 $2.9M 74k 38.98
2023-12-31 $2.9M 78k 36.99
2023-09-30 $2.8M 96k 28.63
2023-06-30 $3.6M 118k 30.35
2023-03-31 $5.2M 153k 34.10
2022-12-31 $5.4M 127k 43.03
2022-09-30 $6.2M 142k 43.54
2022-06-30 $7.0M 148k 47.43
2022-03-31 $7.1M 126k 56.70
2021-12-31 $7.4M 126k 58.55
2021-09-30 $7.7M 132k 58.65
2021-06-30 $6.8M 123k 55.50
2021-03-31 $6.8M 117k 58.32
2020-12-31 $4.4M 91k 47.93
2020-09-30 $3.8M 101k 38.05
2020-06-30 $3.8M 101k 37.55
2020-03-31 $2.9M 94k 30.84
2019-12-31 $5.3M 94k 56.32

More positions owned by Td Private Client Wealth

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Microsoft Corp Common Stock (MSFT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)

View all positions for Td Private Client Wealth

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
State Street Corporation
Dodge & Cox
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Capital Research and Management Company - Division 3
Citadel Advisors
Harris Associates L.P

View all funds holding Truist Financial Corp equities