| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 15.3% | $1,695,471 | 45,737 | TRUIST FINANCIAL CORP | 30 Nov 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 100,864 | $3,661,926 | -$1,028,630 | $36.32 | 13 |
| 2025 Q2 | 131,140 | $4,204,825 | -$3,267,575 | $32.06 | 13 |
| 2025 Q1 | 243,061 | $6,951,299 | +$2,595,914 | $28.6 | 11 |
| 2024 Q4 | 151,039 | $4,552,770 | +$704,231 | $30.01 | 11 |
| 2024 Q3 | 115,891 | $3,303,357 | -$4,729,149 | $28.51 | 6 |
| 2024 Q2 | 281,770 | $7,634,244 | -$730,693 | $27.1 | 6 |
| 2024 Q1 | 308,345 | $8,581,373 | +$7,138,861 | $27.84 | 6 |
| 2023 Q4 | 51,824 | $1,395,371 | +$1,395,371 | $26.93 | 3 |