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TRUIST FINANCIAL CORP: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on AEP, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 248,363 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,363 shares
    Change vs previous 13F +28,797 shares

    0.04% of the 13F portfolio, value $33,978,534.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 219,566 shares
    Change vs previous 13F -53,646 shares

    0.04% of the 13F portfolio, value $28,780,700.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 273,212 shares
    Change vs previous 13F -26,430 shares

    0.04% of the 13F portfolio, value $31,504,066.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 299,642 shares
    Change vs previous 13F -6,469 shares

    0.05% of the 13F portfolio, value $33,709,712.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 306,111 shares
    Change vs previous 13F +861 shares

    0.05% of the 13F portfolio, value $31,762,090.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 305,250 shares
    Change vs previous 13F -10,324 shares

    0.05% of the 13F portfolio, value $33,354,654.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 315,574 shares
    Change vs previous 13F -15,343 shares

    0.05% of the 13F portfolio, value $29,105,413.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 330,917 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $33,952,037.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).