| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0.2% | $365,132 | 9,526 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 3,904,591 | $155,896,768 | -$15,465,163 | $39.94 | 68 |
| 2025 Q2 | 4,373,186 | $167,623,085 | -$13,616,331 | $38.33 | 64 |
| 2025 Q1 | 4,740,435 | $171,546,390 | +$7,661,302 | $36.22 | 65 |
| 2024 Q4 | 4,548,446 | $165,156,130 | +$15,585,395 | $36.27 | 72 |
| 2024 Q3 | 4,032,144 | $145,026,372 | -$20,123,831 | $35.97 | 63 |
| 2024 Q2 | 4,622,786 | $155,141,769 | -$9,743,723 | $33.47 | 70 |
| 2024 Q1 | 4,888,394 | $167,415,382 | -$29,633,387 | $34.44 | 64 |
| 2023 Q4 | 5,798,130 | $190,538,492 | -$16,779,214 | $32.6 | 66 |
| 2023 Q3 | 5,612,134 | $162,862,125 | +$28,456,275 | $29.03 | 61 |
| 2023 Q2 | 4,621,407 | $139,061,612 | +$29,233,362 | $30.12 | 56 |
| 2023 Q1 | 3,651,809 | $108,014,340 | +$1,436,116 | $29.56 | 54 |
| 2022 Q4 | 3,593,967 | $102,543,387 | +$23,294,887 | $28.83 | 51 |
| 2022 Q3 | 2,688,688 | $66,843,741 | -$4,817,532 | $24.82 | 43 |
| 2022 Q2 | 2,836,422 | $77,107,636 | -$4,110,312 | $27.17 | 50 |
| 2022 Q1 | 2,936,075 | $91,052,665 | +$9,415,215 | $31.02 | 47 |
| 2021 Q4 | 2,577,648 | $81,847,145 | +$9,342,241 | $31.75 | 46 |
| 2021 Q3 | 2,250,747 | $67,484,700 | +$6,899,745 | $29.97 | 36 |
| 2021 Q2 | 2,037,497 | $62,397,716 | +$21,201,687 | $30.62 | 38 |
| 2021 Q1 | 1,319,403 | $39,058,355 | -$1,286,634 | $29.59 | 34 |
| 2020 Q4 | 1,396,855 | $37,982,000 | +$14,351,747 | $27.16 | 29 |
| 2020 Q3 | 873,018 | $21,300,097 | -$1,749,512 | $24.4 | 18 |
| 2020 Q2 | 946,205 | $22,037,846 | -$7,950,996 | $23.29 | 20 |
| 2020 Q1 | 1,299,922 | $26,285,715 | -$477,845 | $20.22 | 18 |
| 2019 Q4 | 1,181,168 | $30,752,479 | +$12,011,528 | $26.04 | 21 |
| 2019 Q3 | 1,367,384 | $33,508,130 | -$19,975,817 | $24.52 | 27 |
| 2019 Q2 | 2,184,165 | $53,380,672 | +$42,764,273 | $24.44 | 18 |
| 2019 Q1 | 436,726 | $10,328,604 | -$550,524 | $23.65 | 13 |
| 2018 Q4 | 459,959 | $9,800,000 | +$8,980,564 | $21.31 | 10 |
| 2018 Q3 | 38,243 | $902,393 | -$6,001,237 | $23.58 | 7 |
| 2018 Q2 | 297,908 | $6,504,403 | +$5,356,067 | $21.82 | 6 |
| 2018 Q1 | 52,669 | $1,129,155 | +$975,468 | $21.4 | 5 |
| 2017 Q4 | 7,085 | $156,463 | +$79,000 | $22.06 | 4 |
| 2017 Q3 | 100 | $2,000 | +$2,000 | $20 | 1 |