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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
GPCGenuine Parts Co
Recent Activity
Decreased -7.51%
0.29%
$179.968M
1.288M shares@ $139.69 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -2.47%
0.28%
$172.757M
1.79M shares@ $96.52 avg price
ABTAbbott Labs
Recent Activity
Decreased -27.34%
0.27%
$168.2M
1.475M shares@ $114.02 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -18.56%
0.26%
$165.497M
584,466 shares@ $283.17 avg price
TLTIshares Tr
Recent Activity
Decreased -5.29%
0.26%
$163.732M
1.669M shares@ $98.1 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.18%
0.25%
$159.248M
587,958 shares@ $270.85 avg price
TLHIshares Tr
Recent Activity
Decreased -55.76%
0.25%
$157.074M
1.437M shares@ $109.34 avg price
DVYIshares Tr
Recent Activity
Decreased -2.65%
0.25%
$155.408M
1.151M shares@ $135.07 avg price
IWYIshares Tr
Recent Activity
Decreased -9.1%
0.24%
$150.608M
684,425 shares@ $220.06 avg price
IEFIshares Tr
Recent Activity
Decreased -4.72%
0.24%
$149.139M
1.52M shares@ $98.12 avg price