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Truist Financial Corp equities shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8k 105 45.97

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Truist Financial Corp equities

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

View all funds holding Truist Financial Corp equities