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Truist Financial Corp equities shares owned by Winch Advisory Services

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Winch Advisory Services from 13F filings

Historical chart of Winch Advisory Services investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 1.3k 42.76
2024-06-30 $49k 1.3k 38.84
2024-03-31 $56k 1.4k 38.99
2023-12-31 $52k 1.4k 36.93
2023-09-30 $40k 1.4k 28.55
2023-06-30 $44k 1.5k 30.05
2023-03-31 $26k 775 33.55

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Microsoft Corporation (MSFT)
Vanguard Short Term Treasury Etf Etf (VGSH)
Invesco Qqq Etf Etf (QQQ)
Amazon (AMZN)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Short Treasury Bond Etf Etf (SHV)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
Visa (V)
Stryker Corporation (SYK)

View all positions for Winch Advisory Services

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Dodge & Cox
Amundi
Charles Schwab Investment Management
Morgan Stanley
Royal Bank of Canada
Northern Trust
Federated Investors

View all funds holding Truist Financial Corp equities