| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 6.3% | $19,254,708 | 886,905 | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 9,437,321 | $225,622,094 | +$35,811,520 | $23.94 | 91 |
| 2025 Q2 | 8,205,372 | $177,774,428 | +$52,620,317 | $21.71 | 72 |
| 2025 Q1 | 5,781,776 | $120,192,569 | +$12,837,402 | $20.97 | 64 |
| 2024 Q4 | 5,366,595 | $102,845,597 | +$16,486,798 | $18.88 | 67 |
| 2024 Q3 | 4,468,783 | $95,585,302 | +$9,843,046 | $21.57 | 56 |
| 2024 Q2 | 4,013,180 | $80,373,050 | +$6,789,860 | $20.02 | 50 |
| 2024 Q1 | 3,569,833 | $70,288,430 | +$1,906,614 | $19.69 | 42 |
| 2023 Q4 | 3,464,615 | $66,556,279 | +$5,675,827 | $19.22 | 43 |
| 2023 Q3 | 2,693,090 | $48,782,284 | +$1,494,335 | $18.11 | 36 |
| 2023 Q2 | 2,541,782 | $48,620,210 | +$23,350,954 | $19.13 | 35 |
| 2023 Q1 | 1,789,677 | $35,374,005 | +$1,443,561 | $19.76 | 28 |
| 2022 Q4 | 1,253,352 | $23,902,634 | +$370,299 | $19.04 | 23 |
| 2022 Q3 | 1,159,094 | $21,131,064 | +$633,425 | $18.22 | 23 |
| 2022 Q2 | 1,122,157 | $22,216,614 | +$3,214,001 | $19.84 | 21 |
| 2022 Q1 | 959,376 | $20,427,127 | +$4,812,006 | $21.33 | 16 |
| 2021 Q4 | 729,935 | $14,863,365 | +$534,096 | $20.37 | 14 |
| 2021 Q3 | 703,706 | $13,964,707 | +$4,108,079 | $19.83 | 12 |
| 2021 Q2 | 496,027 | $9,972,396 | +$7,294,713 | $20.08 | 10 |
| 2021 Q1 | 133,331 | $2,650,000 | +$2,650,000 | $19.86 | 4 |