| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 5.1% | -21.7% | $1,019,451 | -$48,975 | 35,324 | -4.6% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 311,913 | $9,073,660 | +$312,384 | $29.09 | 21 |
| 2025 Q2 | 301,175 | $8,572,522 | +$172,598 | $28.47 | 18 |
| 2025 Q1 | 294,253 | $8,185,848 | -$736,449 | $27.82 | 16 |
| 2024 Q4 | 314,762 | $8,679,469 | +$1,245,710 | $27.58 | 14 |
| 2024 Q3 | 269,519 | $7,787,640 | +$286,181 | $28.9 | 15 |
| 2024 Q2 | 262,729 | $7,080,411 | +$3,362,211 | $26.97 | 15 |
| 2024 Q1 | 137,971 | $3,659,415 | +$3,659,415 | $26.63 | 10 |