| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 7.7% | -48% | $10,879,674 | +$3,465,765 | 274,462 | +47% | TRUIST FINANCIAL CORP | 30 Nov 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,355,260 | $48,426,700 | +$26,336,624 | $35.53 | 8 |
| 2025 Q2 | 623,855 | $19,380,302 | -$319,732 | $31.07 | 5 |
| 2025 Q1 | 636,364 | $16,341,731 | +$6,229,405 | $25.69 | 6 |
| 2024 Q4 | 393,877 | $9,593,697 | -$809,215 | $24.36 | 2 |
| 2024 Q3 | 193,308 | $5,209,333 | +$5,209,333 | $26.95 | 3 |