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Edward M. Kwiatkowski

@Truist Financial Corp

Latest period2024 - Q3ReportedManaged Assets$63.81BTotal holdings2483
Assets growth rate-2.95%Assets growth rate (2-Q avg)-1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2483 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 63.81B in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Edward M. Kwiatkowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -2.27%
0.83%
$526.235M
3.014M shares@ $174.57 avg price
HDHome Depot Inc
Recent Activity
Decreased -20.98%
0.8%
$508.272M
1.254M shares@ $405.2 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.34%
0.78%
$495.764M
866,054 shares@ $572.44 avg price
IJHIshares Tr
Recent Activity
Decreased -3.47%
0.73%
$463.663M
7.44M shares@ $62.32 avg price
VVisa Inc
Recent Activity
Decreased -8.1%
0.69%
$438.985M
1.597M shares@ $274.96 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -10.74%
0.69%
$434.578M
2.822M shares@ $154.02 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -23.95%
0.68%
$431.977M
2.187M shares@ $197.48 avg price
IWDIshares Tr
Recent Activity
Decreased -2.87%
0.66%
$417.954M
2.202M shares@ $189.81 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -6.64%
0.64%
$407.923M
2.46M shares@ $165.85 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -8.03%
0.62%
$393.008M
3.461M shares@ $113.57 avg price