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Disclosery

TRUIST FINANCIAL CORP: EXC position timeline

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

TRUIST FINANCIAL CORP held 68,940 EXC 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 68,940 shares
    Change vs previous 13F +4,639 shares

    <0.01% of the 13F portfolio, value $3,213,980.

    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 64,301 shares
    Change vs previous 13F -7,669 shares

    <0.01% of the 13F portfolio, value $3,152,047.

    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 71,970 shares
    Change vs previous 13F +3,340 shares

    <0.01% of the 13F portfolio, value $3,137,189.

    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 68,630 shares
    Change vs previous 13F -3,249 shares

    <0.01% of the 13F portfolio, value $3,089,042.

    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 71,879 shares
    Change vs previous 13F -6,025 shares

    <0.01% of the 13F portfolio, value $3,120,982.

    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 77,904 shares
    Change vs previous 13F -16,664 shares

    0.01% of the 13F portfolio, value $3,589,807.

    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 94,568 shares
    Change vs previous 13F -30,922 shares

    0.01% of the 13F portfolio, value $3,559,541.

    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 125,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,088,601.

    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).