| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0.1% | $76,967 | 2,989 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,489,583 | $69,604,923 | +$1,322,787 | $27.96 | 20 |
| 2025 Q2 | 2,442,292 | $64,234,215 | +$6,870,917 | $26.28 | 18 |
| 2025 Q1 | 2,182,127 | $55,075,859 | +$3,144,929 | $25.24 | 16 |
| 2024 Q4 | 2,083,191 | $51,524,241 | -$1,565,309 | $24.73 | 17 |
| 2024 Q3 | 2,078,042 | $52,743,366 | +$7,867,343 | $25.38 | 16 |
| 2024 Q2 | 1,770,227 | $41,244,293 | +$10,972,944 | $23.3 | 15 |
| 2024 Q1 | 1,296,435 | $31,036,351 | +$21,360,885 | $23.97 | 15 |
| 2023 Q4 | 403,719 | $8,739,461 | -$625,928 | $21.65 | 13 |
| 2023 Q3 | 443,597 | $9,047,857 | +$178,530 | $20.4 | 16 |
| 2023 Q2 | 434,309 | $9,073,487 | +$894,884 | $20.89 | 12 |
| 2023 Q1 | 391,468 | $7,717,483 | -$2,426,506 | $19.84 | 8 |
| 2022 Q4 | 484,152 | $9,470,026 | +$499,304 | $19.56 | 10 |
| 2022 Q3 | 197,379 | $3,536,147 | -$10,042,200 | $17.91 | 9 |
| 2022 Q2 | 725,566 | $13,774,000 | +$6,578,818 | $18.98 | 9 |
| 2022 Q1 | 367,486 | $7,793,000 | -$2,632,185 | $20.94 | 6 |
| 2021 Q4 | 499,281 | $10,562,000 | +$8,453,077 | $21.36 | 7 |
| 2021 Q3 | 98,685 | $1,986,000 | +$1,311,600 | $20.12 | 6 |
| 2021 Q2 | 33,524 | $676,000 | +$473,772 | $20.17 | 3 |
| 2021 Q1 | 10,025 | $191,000 | -$307,000 | $19.05 | 1 |
| 2020 Q4 | 18,228 | $307,000 | -$27,941 | $16.84 | 1 |
| 2020 Q3 | 19,887 | $373,000 | -$4,053,108 | $18.76 | 1 |
| 2020 Q2 | 245,379 | $4,418,000 | -$8,679 | $18.01 | 2 |
| 2020 Q1 | 245,861 | $3,853,000 | -$1,361,574 | $15.66 | 2 |
| 2019 Q4 | 248,253 | $5,273,000 | -$30,762 | $21.24 | 2 |
| 2019 Q3 | 249,700 | $4,971,000 | +$4,971,000 | $19.91 | 1 |