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Truist Financial Corp equities shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Virginia Estate & Retirement Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 268 45.97

More positions owned by Virginia Estate & Retirement Planning Advisors

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
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Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
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View all positions for Virginia Estate & Retirement Planning Advisors

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
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
FMR
Invesco
Northern Trust
Bank of New York Mellon

View all funds holding Truist Financial Corp equities