| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filing time |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0% | -103% | $0 | 0 | -44,739 | -100% | $60.14 | 13G/A | 30 Jun 2025 | 14 Jul 2025, 16:14 |
| TRUIST FINANCIAL CORP | 7.2% | -37% | $2,445,882 | 44,739 | -1,639 | -3.5% | $54.67 | 13G/A | 31 Mar 2025 | 07 Apr 2025, 13:47 |
| TRUIST FINANCIAL CORP | 12% | $2,535,485 | 46,378 | $54.67 | 13G/A | 30 Sep 2024 | 12 Nov 2024, 14:57 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 30 Jun 2025 | -0% | $0 | 0 | -44,739 | -100% | $70.55 | Q2 2025 | ||
| 31 Mar 2025 | 0% | -0% | $2,491,400 | 44,739 | -1,000 | $55.69 | Q1 2025 | ||
| 31 Dec 2024 | 0% | -0% | $2,648,500 | 45,739 | -639 | -1.4% | $57.90 | Q4 2024 | |
| 30 Sep 2024 | 0% | -0% | $2,674,059 | 46,378 | -1,302 | -2.7% | $57.66 | Q3 2024 | |
| 30 Jun 2024 | 0% | -0% | $2,587,405 | 47,680 | -1,101 | -2.3% | $54.27 | Q2 2024 | |
| 31 Mar 2024 | 0% | -0% | $2,579,356 | 48,781 | -8,271 | -14% | $52.88 | Q1 2024 | |
| 31 Dec 2023 | 0% | -0% | $2,704,534 | 57,052 | -2,370 | -4% | $47.40 | Q4 2023 | |
| 30 Sep 2023 | 0% | -0% | $2,535,656 | 59,422 | -698 | -1.2% | $42.67 | Q3 2023 | |
| 30 Jun 2023 | 0% | -0% | $2,650,857 | 60,120 | -1,620 | -2.6% | $44.09 | Q2 2023 | |
| 31 Mar 2023 | 0% | -0% | $2,566,632 | 61,740 | -48,558 | -44% | $41.57 | Q1 2023 | |
| 31 Dec 2022 | 0.01% | -0% | $4,441,711 | 110,298 | -35,579 | -24% | $40.27 | Q4 2022 | |
| 30 Sep 2022 | 0.01% | -0% | $5,430,000 | 145,877 | -2,641 | -1.8% | $37.22 | Q3 2022 | |
| 30 Jun 2022 | 0.01% | -0% | $5,904,000 | 148,518 | -6,089 | -3.9% | $39.75 | Q2 2022 | |
| 31 Mar 2022 | 0.01% | -0% | $7,232,000 | 154,607 | -4,681 | -2.9% | $46.78 | Q1 2022 | |
| 31 Dec 2021 | 0.01% | -0% | $7,611,000 | 159,288 | -10,945 | -6.4% | $47.78 | Q4 2021 | |
| 30 Sep 2021 | 0.01% | -0% | $7,515,000 | 170,233 | -49,690 | -23% | $44.15 | Q3 2021 | |
| 30 Jun 2021 | 0.02% | -0% | $9,820,000 | 219,923 | -4,317 | -1.9% | $44.65 | Q2 2021 | |
| 31 Mar 2021 | 0.02% | -0% | $9,250,000 | 224,240 | -56,474 | -20% | $41.25 | Q1 2021 | |
| 31 Dec 2020 | 0.02% | -0% | $11,046,000 | 280,714 | -19,950 | -6.6% | $39.35 | Q4 2020 | |
| 30 Sep 2020 | 0.02% | -0% | $10,508,000 | 300,664 | -16,212 | -5.1% | $34.95 | Q3 2020 | |
| 30 Jun 2020 | 0.02% | -0.01% | $10,289,000 | 316,876 | -192,625 | -38% | $32.47 | Q2 2020 | |
| 31 Mar 2020 | 0.04% | -0% | $13,534,000 | 509,501 | -56,640 | -10% | $26.56 | Q1 2020 | |
| 31 Dec 2019 | 0.04% | +0.04% | $20,206,000 | 566,141 | +566,141 | NEW | $35.69 | Q4 2019 |