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Truist Financial Corp equities shares owned by Wsfs Capital Management

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

Historical chart of Wsfs Capital 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 Wsfs Capital 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 Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0M 232k 38.98
2023-12-31 $8.4M 228k 36.92
2023-09-30 $7.0M 245k 28.61
2023-06-30 $6.6M 218k 30.35
2023-03-31 $2.9M 86k 34.10
2022-12-31 $3.4M 80k 43.03
2019-12-31 $314k 5.6k 56.32

More positions owned by Wsfs Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vertex Cl A (VERX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Merck & Co (MRK)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wsfs Capital Management

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities