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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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Microsoft Corporation (MSFT)
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Wal-Mart Stores (WMT)
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Amazon (AMZN)
Truist Financial Corp equities (TFC)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
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View all positions for Wealth Group

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
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
American Century Companies
Federated Investors
Invesco

View all funds holding Truist Financial Corp equities