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Truist Financial Corp equities shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $772k 17k 45.72
2025-03-31 $762k 19k 41.15

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
At&t (T)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Telecom Etf (IYZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Select Sector Spdr Tr Technology (XLK)

View all positions for WESPAC 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
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities