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Truist Financial Corp equities shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.8k 92 30.35
2023-03-31 $3.1k 92 34.10
2022-12-31 $819k 17k 49.10
2022-09-30 $890k 21k 41.88
2022-03-31 $1.2M 25k 47.99

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View all positions for WealthPlan Investment Management

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
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors
Wellington Management Company

View all funds holding Truist Financial Corp equities