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Disclosery

TRUIST FINANCIAL CORP: EFG position timeline

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

TRUIST FINANCIAL CORP held 762,510 EFG 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 762,510 shares
    Change vs previous 13F -1,169 shares

    0.11% of the 13F portfolio, value $94,871,476.

    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 763,679 shares
    Change vs previous 13F +573,674 shares

    0.11% of the 13F portfolio, value $85,050,894.

    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 190,005 shares
    Change vs previous 13F +4,458 shares

    0.03% of the 13F portfolio, value $21,645,362.

    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 185,547 shares
    Change vs previous 13F -147,306 shares

    0.03% of the 13F portfolio, value $21,130,072.

    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 332,853 shares
    Change vs previous 13F +36,084 shares

    0.05% of the 13F portfolio, value $37,279,510.

    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 296,769 shares
    Change vs previous 13F -187,495 shares

    0.05% of the 13F portfolio, value $29,676,904.

    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 484,264 shares
    Change vs previous 13F +110,752 shares

    0.07% of the 13F portfolio, value $46,891,299.

    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 373,512 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $40,208,580.

    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).