| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 30.9% | -4.7% | $27,168,989 | +$647,394 | 1,128,946 | +2.4% | Bank of New York Mellon Corp | 30 Jun 2025 |
| TRUIST FINANCIAL CORP | 3.6% | -34% | $3,025,809 | 126,762 | 0% | TRUIST FINANCIAL CORP | 31 Mar 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,505,229 | $60,701,565 | -$621,228 | $24.24 | 32 |
| 2025 Q2 | 2,531,115 | $60,909,625 | +$2,217,420 | $24.07 | 37 |
| 2025 Q1 | 2,440,886 | $58,117,851 | +$26,073,099 | $23.81 | 34 |
| 2024 Q4 | 1,346,843 | $31,624,350 | +$849,472 | $23.48 | 33 |
| 2024 Q3 | 1,288,507 | $31,121,644 | +$1,449,989 | $24.15 | 27 |
| 2024 Q2 | 1,230,857 | $28,752,506 | -$1,147,964 | $23.36 | 31 |
| 2024 Q1 | 1,279,917 | $30,000,807 | +$5,888,541 | $23.46 | 30 |
| 2023 Q4 | 1,028,141 | $24,349,410 | +$1,479,672 | $23.72 | 30 |
| 2023 Q3 | 967,925 | $21,845,287 | -$15,437,960 | $22.57 | 31 |
| 2023 Q2 | 1,643,914 | $37,951,760 | +$22,583,929 | $23.08 | 31 |
| 2023 Q1 | 664,814 | $15,586,931 | -$4,533,517 | $23.45 | 23 |
| 2022 Q4 | 858,334 | $19,757,024 | +$6,126,133 | $23 | 20 |
| 2022 Q3 | 595,077 | $13,406,000 | -$4,614,222 | $22.53 | 21 |
| 2022 Q2 | 799,259 | $18,771,000 | -$778,879 | $23.47 | 23 |
| 2022 Q1 | 824,116 | $20,324,000 | -$1,084,630 | $24.68 | 25 |
| 2021 Q4 | 861,074 | $22,531,000 | -$1,319,634 | $26.2 | 30 |
| 2021 Q3 | 911,561 | $24,396,000 | -$1,106,908 | $26.77 | 24 |
| 2021 Q2 | 1,013,088 | $27,312,000 | +$2,099,767 | $26.95 | 28 |
| 2021 Q1 | 944,732 | $25,180,000 | -$1,184,123 | $26.64 | 26 |
| 2020 Q4 | 988,282 | $27,144,000 | -$1,537,127 | $27.46 | 28 |
| 2020 Q3 | 961,994 | $26,264,000 | -$4,997,157 | $27.31 | 28 |
| 2020 Q2 | 1,145,116 | $31,120,000 | +$923,196 | $27.17 | 29 |
| 2020 Q1 | 1,113,478 | $28,272,000 | -$14,650,613 | $25.39 | 32 |
| 2019 Q4 | 1,683,012 | $44,166,804 | +$61,230 | $26.24 | 30 |
| 2019 Q3 | 1,680,801 | $44,020,262 | -$80,468,950 | $26.19 | 29 |
| 2019 Q2 | 4,799,862 | $124,370,000 | +$2,249,650 | $25.91 | 34 |
| 2019 Q1 | 4,713,106 | $119,493,043 | +$33,037,054 | $25.37 | 32 |
| 2018 Q4 | 3,409,775 | $83,982,000 | +$13,083,329 | $24.64 | 28 |
| 2018 Q3 | 2,872,419 | $71,012,000 | +$7,875,263 | $24.67 | 25 |
| 2018 Q2 | 2,552,624 | $63,287,000 | +$63,287,000 | $24.71 | 22 |