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Whipplewood Advisors »

Truist Financial Corp equities shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$302k	6.6k	45.72
2025-06-30	$290k	6.7k	42.98
2025-03-31	$72k	7.1k	10.16

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)

Innovator ETF Trust Exchange Traded Fund (BALT)

Tesla Common / Ordinary Stock (TSLA)

Vanguard Etf/usa Exchange Traded Fund (VIG)

JP Morgan Investment Management Exchange Traded Fund (JEPI)

ARK Investment Management Exchange Traded Fund (ARKK)

BlackRock Fund Advisors Exchange Traded Fund (MTUM)

Vanguard Etf/usa Exchange Traded Fund (VT)

Apple Common / Ordinary Stock (AAPL)

First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Truist Financial Corp equities

Capital Research and Management Company - Division 3

State Street Corporation

Victory Capital Management

Geode Capital Management

Charles Schwab Investment Management

Jpmorgan Chase & Co

Royal Bank of Canada

American Century Companies

Federated Investors

Wellington Management Company

View all funds holding Truist Financial Corp equities

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