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Disclosery

TRUIST FINANCIAL CORP: CRM position timeline

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

TRUIST FINANCIAL CORP held 228,978 CRM 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 228,978 shares
    Change vs previous 13F -73,165 shares

    0.04% of the 13F portfolio, value $35,871,720.

    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 302,143 shares
    Change vs previous 13F -63,440 shares

    0.08% of the 13F portfolio, value $56,401,118.

    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 365,583 shares
    Change vs previous 13F -104,026 shares

    0.13% of the 13F portfolio, value $96,846,673.

    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 469,609 shares
    Change vs previous 13F -67,031 shares

    0.15% of the 13F portfolio, value $111,297,224.

    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 536,640 shares
    Change vs previous 13F +126,289 shares

    0.21% of the 13F portfolio, value $146,336,496.

    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 410,351 shares
    Change vs previous 13F -12,247 shares

    0.18% of the 13F portfolio, value $110,121,894.

    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 422,598 shares
    Change vs previous 13F +26,160 shares

    0.22% of the 13F portfolio, value $141,287,296.

    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 396,438 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $108,509,050.

    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).