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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
XOMExxon Mobil Corp
Recent Activity
Decreased -3.81%
0.41%
$260.843M
2.225M shares@ $117.22 avg price
PEPPepsico Inc
Recent Activity
Decreased -33.58%
0.39%
$245.403M
1.443M shares@ $170.05 avg price
CVXChevron Corp New
Recent Activity
Decreased -17.93%
0.38%
$237.032M
1.61M shares@ $147.27 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -29.23%
0.37%
$234.8M
2.597M shares@ $90.4 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.22%
0.35%
$218.467M
1.261M shares@ $173.21 avg price
AMGNAmgen Inc
Recent Activity
Decreased -3.74%
0.34%
$212.748M
660,278 shares@ $322.22 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -2.32%
0.32%
$203.615M
3.232M shares@ $63.01 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -4%
0.32%
$202.487M
4.734M shares@ $42.78 avg price
DGROIshares Tr
Recent Activity
Decreased -0.28%
0.3%
$188.981M
3.015M shares@ $62.69 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -3.92%
0.3%
$188.511M
951,787 shares@ $198.06 avg price