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Truist Financial Corp equities shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $32k 831 39.01

More positions owned by Wiser Advisor Group

Vanguard S&p MF Closed and MF Open (VOO)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
Indexiq Iq MF Closed and MF Open (HFXI)
Amazon Common Stock (AMZN)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (XMHQ)
Alphabet Common Stock (GOOGL)
Meta Platforms Common Stock (META)
First Trust MF Closed and MF Open (FPE)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding Truist Financial Corp equities

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

View all funds holding Truist Financial Corp equities