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Truist Financial Corp equities shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $475M 10M 45.72
2025-06-30 $3.3M 76k 42.99
2025-03-31 $2.0M 49k 41.15
2024-12-31 $5.1M 117k 43.38
2024-09-30 $11M 268k 42.77
2024-06-30 $10M 264k 38.85
2024-03-31 $8.1M 207k 38.98
2023-12-31 $9.3M 253k 36.92
2023-09-30 $1.3M 44k 28.61
2023-06-30 $1.4M 45k 30.35
2023-03-31 $425M 13M 34.10
2022-12-31 $1.0B 24M 43.03
2022-03-31 $1.2B 21M 56.70
2021-12-31 $1.3B 22M 58.55
2021-09-30 $1.3B 22M 58.65
2021-06-30 $1.2B 22M 55.50
2021-03-31 $1.3B 23M 58.32
2020-12-31 $1.0B 21M 47.93
2020-09-30 $700M 18M 38.05
2020-06-30 $698M 19M 37.55
2020-03-31 $614M 20M 30.84
2019-12-31 $850M 15M 56.32