Waterloo Capital »

Truist Financial Corp equities shares owned by Waterloo Capital

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $482k 11k 43.38
2024-09-30 $519k 12k 42.77
2024-06-30 $560k 14k 38.85
2024-03-31 $514k 13k 38.98

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Amundi
Royal Bank of Canada
Morgan Stanley
Charles Schwab Investment Management
Northern Trust
Ubs Global Asset Management Americas
FMR
Invesco

View all funds holding Truist Financial Corp equities