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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
VOVanguard Index Fds
Recent Activity
Decreased -3.81%
0.23%
$141.113M
534,862 shares@ $263.84 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.83%
0.22%
$137.347M
451,043 shares@ $304.51 avg price
ELVElevance Health Inc
Recent Activity
Decreased -52.89%
0.22%
$134.727M
259,090 shares@ $520.01 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.93%
0.22%
$134.692M
1.4M shares@ $96.2 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -5.92%
0.21%
$128.888M
2.441M shares@ $52.81 avg price
IWBIshares Tr
Recent Activity
Decreased -0.21%
0.2%
$127.371M
405,136 shares@ $314.4 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -1.41%
0.2%
$124.696M
877,892 shares@ $142.05 avg price
BACBank America Corp
Recent Activity
Decreased -3.04%
0.2%
$123.585M
3.115M shares@ $39.69 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -9.49%
0.2%
$122.44M
605,987 shares@ $202.06 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -18.72%
0.2%
$121.873M
299,863 shares@ $406.44 avg price