| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filed at |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 15.2% | +19.2% | $2.77M | 122K | -5,567 | -4.38% | $22.76 | 13G/A | 9/30/2025 | 23 Oct 2025 08:48:53 |
| TRUIST FINANCIAL CORP | 15.2% | +19.2% | $2.77M | 122K | -5,567 | -4.38% | $22.76 | 13G/A | 9/30/2025 | 20 Oct 2025 13:59:14 |
| TRUIST FINANCIAL CORP | 12.7% | $2.86M | 127K | $22.44 | 13G/A | 9/30/2024 | 12 Nov 2024 15:06:51 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 9/30/2025 | 0% | 0% | $2.77M | 122K | -2,643 | -2.13% | $22.75 | Q3 2025 | |
| 6/30/2025 | 0% | +0% | $2.81M | 124K | +2,270 | +1.86% | $22.58 | Q2 2025 | |
| 3/31/2025 | 0% | 0% | $2.75M | 122K | -1,117 | $22.50 | Q1 2025 | ||
| 12/31/2024 | 0% | 0% | $2.74M | 123K | -4,077 | -3.2% | $22.23 | Q4 2024 | |
| 9/30/2024 | 0% | 0% | $2.91M | 127K | -12,431 | -8.9% | $22.89 | Q3 2024 | |
| 6/30/2024 | 0% | 0% | $3.1M | 140K | -3,135 | -2.2% | $22.18 | Q2 2024 | |
| 3/31/2024 | 0% | +0% | $3.19M | 143K | +12,864 | +9.9% | $22.32 | Q1 2024 | |
| 12/31/2023 | 0% | 0% | $2.94M | 130K | -20,538 | -13.6% | $22.60 | Q4 2023 | |
| 9/30/2023 | 0.01% | 0% | $3.22M | 150K | -1,504 | -0.99% | $21.42 | Q3 2023 | |
| 6/30/2023 | 0.01% | 0% | $3.38M | 152K | -2,063 | -1.34% | $22.21 | Q2 2023 | |
| 3/31/2023 | 0.01% | 0% | $3.46M | 154K | -53,499 | -25.8% | $22.49 | Q1 2023 | |
| 12/31/2022 | 0.01% | -0.01% | $4.59M | 208K | -344,652 | -62.4% | $22.12 | Q4 2022 | |
| 9/30/2022 | 0.02% | 0% | $12M | 552K | -11,324 | -2.01% | $21.78 | Q3 2022 | |
| 6/30/2022 | 0.02% | 0% | $12.7M | 564K | -19,189 | -3.29% | $22.60 | Q2 2022 | |
| 3/31/2022 | 0.02% | +0% | $13.7M | 583K | +39,831 | +7.34% | $23.47 | Q1 2022 | |
| 12/31/2021 | 0.02% | 0% | $13.5M | 543K | -100,315 | -15.6% | $24.92 | Q4 2021 | |
| 9/30/2021 | 0.03% | +0% | $16.4M | 643K | +54,499 | +9.26% | $25.42 | Q3 2021 | |
| 6/30/2021 | 0.02% | 0% | $15M | 589K | -6,181 | -1.04% | $25.54 | Q2 2021 | |
| 3/31/2021 | 0.03% | +0% | $15M | 595K | +53,310 | +9.84% | $25.23 | Q1 2021 | |
| 12/31/2020 | 0.03% | 0% | $14.2M | 542K | -67,298 | -11.1% | $26.17 | Q4 2020 | |
| 9/30/2020 | 0.03% | 0% | $15.9M | 609K | -1,224 | -0.2% | $26.17 | Q3 2020 | |
| 6/30/2020 | 0.04% | 0% | $16M | 610K | -64,094 | -9.51% | $26.18 | Q2 2020 | |
| 3/31/2020 | 0.05% | 0% | $17.1M | 674K | -55,550 | -7.61% | $25.40 | Q1 2020 | |
| 12/31/2019 | 0.04% | +0.04% | $18.3M | 730K | +729,729 | NEW | $25.10 | Q4 2019 |