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Truist Financial Corp equities shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Truist Financial Corp equities

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All positions including Truist Financial Corp equities held by Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 89k 42.77
2024-06-30 $3.4M 89k 38.85
2024-03-31 $3.5M 89k 38.98

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Apple (AAPL)
Microsoft Corporation (MSFT)
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Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Truist Financial Corp equities (TFC)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Mastercard Incorporated Cl A (MA)
Duke Energy Corp Com New (DUK)
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View all positions for Wealth Group

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities