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Truist Financial Corp equities shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Truist Financial Corp equities by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 6.3k 35.64
2023-09-30 $219k 7.8k 28.06
2023-06-30 $372k 12k 30.35
2023-03-31 $388k 12k 31.52
2022-12-31 $1.0M 21k 49.10

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Select Sector Spdr Tr Technology (XLK)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Home Depot (HD)
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UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)

View all positions for Phillips Wealth Planners

Top funds holding Truist Financial Corp equities

Vanguard Group
BlackRock
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
American Century Companies
Harris Associates L.P
Legal & General Group

View all funds holding Truist Financial Corp equities