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Truist Financial Corp equities shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation 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 Wealth Preservation 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 Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 652 49.21

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View all positions for Wealth Preservation Advisors

Top funds holding Truist Financial Corp equities

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
Victory Capital Management
Geode Capital Management
FMR
Charles Schwab Investment Management
Invesco
Northern Trust
Wellington Management Company
Federated Investors
Bank of New York Mellon
Norges Bank Investment Management
American Century Companies

View all funds holding Truist Financial Corp equities