| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 5.8% | $76,838,107 | 930,808 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 14,794,857 | $1,356,759,833 | -$9,268,276 | $91.75 | 134 |
| 2025 Q2 | 14,868,435 | $1,227,532,476 | +$1,012,074,106 | $82.55 | 125 |
| 2025 Q1 | 2,614,923 | $193,639,966 | -$75,631,446 | $74.07 | 92 |
| 2024 Q4 | 4,028,481 | $289,617,238 | +$50,769,918 | $71.65 | 95 |
| 2024 Q3 | 2,866,262 | $226,372,252 | -$5,885,953 | $78.35 | 97 |
| 2024 Q2 | 2,952,448 | $215,437,401 | -$3,866,531 | $72.48 | 96 |
| 2024 Q1 | 3,006,123 | $204,787,305 | -$27,489,058 | $68.11 | 97 |
| 2023 Q4 | 3,402,186 | $224,749,037 | -$19,780,803 | $66.11 | 97 |
| 2023 Q3 | 3,707,429 | $233,625,611 | +$43,502,083 | $62.97 | 93 |
| 2023 Q2 | 3,080,496 | $202,535,688 | -$85,646,634 | $65.71 | 94 |
| 2023 Q1 | 4,382,944 | $291,073,049 | +$63,974,549 | $66.45 | 99 |
| 2022 Q4 | 3,424,197 | $216,873,950 | -$57,023,979 | $63.32 | 93 |
| 2022 Q3 | 4,198,010 | $241,667,257 | -$82,648,714 | $57.39 | 78 |
| 2022 Q2 | 5,670,635 | $386,281,096 | -$57,803,833 | $68.1 | 90 |
| 2022 Q1 | 6,558,831 | $484,664,581 | +$558,068 | $73.85 | 105 |
| 2021 Q4 | 6,538,819 | $536,480,303 | -$9,866,347 | $82.03 | 116 |
| 2021 Q3 | 6,538,808 | $552,902,268 | -$40,241,675 | $84.42 | 109 |
| 2021 Q2 | 6,955,306 | $642,996,619 | +$6,466,871 | $92.5 | 124 |
| 2021 Q1 | 6,885,043 | $623,543,528 | +$225,451,571 | $90.73 | 112 |
| 2020 Q4 | 4,413,389 | $386,865,951 | +$99,825,810 | $87.48 | 88 |
| 2020 Q3 | 3,246,658 | $242,460,562 | +$21,794,825 | $74.68 | 64 |
| 2020 Q2 | 2,963,849 | $197,970,229 | -$16,655,594 | $66.77 | 62 |
| 2020 Q1 | 3,248,970 | $185,047,954 | +$58,615,070 | $56.95 | 57 |
| 2019 Q4 | 2,199,049 | $155,642,621 | -$14,773,459 | $70.78 | 62 |
| 2019 Q3 | 2,414,265 | $153,891,475 | -$49,873,556 | $63.74 | 54 |
| 2019 Q2 | 3,174,971 | $210,078,606 | -$15,515,565 | $66.16 | 55 |
| 2019 Q1 | 3,411,008 | $230,544,842 | +$16,555,063 | $67.64 | 60 |
| 2018 Q4 | 3,252,393 | $197,925,119 | +$49,543,724 | $60.85 | 52 |
| 2018 Q3 | 2,229,537 | $151,315,483 | -$46,803,084 | $67.84 | 45 |
| 2018 Q2 | 3,027,044 | $209,368,748 | -$66,025,402 | $69.17 | 48 |
| 2018 Q1 | 3,875,649 | $290,433,640 | -$37,053,554 | $74.94 | 51 |
| 2017 Q4 | 4,370,178 | $322,058,215 | +$13,759,374 | $73.75 | 45 |
| 2017 Q3 | 4,179,831 | $290,867,822 | +$34,360,091 | $69.58 | 35 |
| 2017 Q2 | 3,748,217 | $243,030,598 | +$12,732,472 | $64.84 | 32 |
| 2017 Q1 | 3,559,908 | $213,625,000 | +$148,331,101 | $60.01 | 31 |
| 2016 Q4 | 1,166,050 | $61,219,000 | -$36,898,718 | $52.36 | 30 |
| 2016 Q3 | 1,778,716 | $102,171,000 | +$36,820,829 | $57.45 | 33 |
| 2016 Q2 | 1,137,713 | $59,399,000 | -$580,029 | $52.22 | 25 |
| 2016 Q1 | 1,148,849 | $59,443,000 | -$2,330,685 | $51.74 | 31 |
| 2015 Q4 | 1,196,946 | $60,353,000 | -$295,819,772 | $50.41 | 34 |
| 2015 Q3 | 7,036,504 | $67,866,000 | +$18,747,351 | $50.27 | 24 |
| 2015 Q2 | 1,721,730 | $103,663,239 | +$9,055,416 | $60.22 | 25 |
| 2015 Q1 | 1,570,494 | $96,189,000 | +$9,258,013 | $61.27 | 26 |
| 2014 Q4 | 1,421,893 | $82,744,126 | +$23,790,098 | $58.19 | 25 |
| 2014 Q3 | 1,012,930 | $59,232,000 | +$13,814,108 | $58.48 | 21 |
| 2014 Q2 | 776,595 | $46,058,000 | +$24,787,520 | $59.32 | 20 |
| 2014 Q1 | 358,680 | $20,065,000 | +$545,779 | $55.94 | 15 |