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Truist Financial Corp equities shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $574k 13k 45.72
2025-06-30 $541k 13k 42.98

More positions owned by Wolff Financial Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)

View all positions for Wolff Financial Management

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