| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 12.7% | -34% | $6,014,644 | -$3,292,219 | 183,893 | -35% | TRUIST FINANCIAL CORP | 31 Oct 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,494,174 | $48,852,701 | +$9,042,294 | $32.71 | 31 |
| 2025 Q2 | 1,234,030 | $36,871,781 | +$4,773,209 | $29.88 | 25 |
| 2025 Q1 | 1,081,961 | $30,237,371 | +$2,192,013 | $27.95 | 21 |
| 2024 Q4 | 1,002,285 | $30,148,690 | +$20,787,960 | $30.08 | 19 |
| 2024 Q3 | 248,946 | $7,675,115 | -$284,636 | $30.83 | 11 |
| 2024 Q2 | 262,388 | $7,423,477 | +$6,220,728 | $28.29 | 10 |
| 2024 Q1 | 42,512 | $1,245,803 | -$1,293,521 | $29.3 | 5 |
| 2023 Q4 | 90,252 | $2,470,055 | -$200,242 | $27.37 | 6 |
| 2023 Q3 | 97,569 | $2,349,091 | +$49,094 | $24.08 | 5 |
| 2023 Q2 | 95,527 | $2,368,752 | -$975,748 | $24.8 | 6 |
| 2023 Q1 | 137,091 | $3,182,742 | -$40,772 | $23.22 | 6 |
| 2022 Q4 | 138,836 | $3,138,810 | +$2,692,757 | $22.61 | 4 |
| 2022 Q3 | 20,046 | $417,121 | -$206,638 | $20.81 | 3 |
| 2022 Q2 | 29,629 | $644,000 | -$97,284 | $21.74 | 4 |
| 2022 Q1 | 33,886 | $869,000 | +$236,342 | $25.58 | 4 |
| 2021 Q4 | 24,656 | $684,000 | -$687,430 | $27.75 | 3 |
| 2021 Q3 | 49,566 | $1,283,000 | +$890,211 | $25.84 | 4 |
| 2021 Q2 | 15,170 | $404,000 | -$206,943 | $26.64 | 3 |
| 2021 Q1 | 22,963 | $576,000 | -$198,882 | $25.08 | 3 |
| 2020 Q4 | 30,483 | $674,000 | +$99,350 | $22.11 | 2 |
| 2020 Q3 | 25,992 | $468,000 | -$182,333 | $18.02 | 2 |
| 2020 Q2 | 36,138 | $608,000 | -$193,877 | $16.82 | 1 |
| 2020 Q1 | 50,733 | $694,000 | +$64,932 | $13.67 | 2 |
| 2019 Q4 | 45,954 | $943,000 | +$943,000 | $20.52 | 1 |