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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Truist Financial Corporation (BBK.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR

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36.10

+0.67

(+1.88%)

At close: 08:05AM CEST

Major holders

Currency in EUR

0.27%	% of shares held by all insiders
72.67%	% of shares held by institutions
72.86%	% of float held by institutions
1,745	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	117,952,471	31 Dec 2023	8.84%	4,258,673,911
Blackrock Inc.	97,462,687	31 Dec 2023	7.30%	3,518,890,269
State Street Corporation	62,359,468	31 Dec 2023	4.67%	2,251,488,563
Dodge & Cox Inc	53,173,840	31 Dec 2023	3.98%	1,919,841,468
Bank of America Corporation	25,918,498	31 Dec 2023	1.94%	935,787,358
Amundi	25,783,329	31 Dec 2023	1.93%	930,907,081
Geode Capital Management, LLC	25,638,768	31 Dec 2023	1.92%	925,687,706
Morgan Stanley	23,401,416	31 Dec 2023	1.75%	844,908,113
JP Morgan Chase & Company	23,138,134	31 Dec 2023	1.73%	835,402,317
Charles Schwab Investment Management, Inc.	19,238,388	31 Dec 2023	1.44%	694,601,989

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	41,887,366	31 Dec 2023	3.14%	1,512,343,330
Dodge & Cox Stock Fund	34,231,377	31 Dec 2023	2.56%	1,235,923,850
Vanguard 500 Index Fund	32,587,451	31 Dec 2023	2.44%	1,176,569,903
Fidelity 500 Index Fund	15,995,272	29 Feb 2024	1.20%	577,509,288
SPDR S&P 500 ETF Trust	15,607,152	29 Feb 2024	1.17%	563,496,215
iShares Core S&P 500 ETF	13,875,150	29 Feb 2024	1.04%	500,962,284
Vanguard Index-Value Index Fund	11,115,933	31 Dec 2023	0.83%	401,340,755
Select Sector SPDR Fund-Financial	8,889,990	29 Feb 2024	0.67%	320,973,084
Vanguard Institutional Index Fund-Institutional Index Fund	8,830,494	31 Dec 2023	0.66%	318,824,981
Franklin Custodian Funds-Income Fund	8,000,000	31 Dec 2023	0.60%	288,839,996