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TRUIST FINANCIAL CORP: PEP position timeline

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

TRUIST FINANCIAL CORP held 963,841 PEP 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 963,841 shares
    Change vs previous 13F -58,897 shares

    0.16% of the 13F portfolio, value $130,504,108.

    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 1,022,738 shares
    Change vs previous 13F -9,403 shares

    0.21% of the 13F portfolio, value $158,821,035.

    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 1,032,141 shares
    Change vs previous 13F -73,543 shares

    0.2% of the 13F portfolio, value $148,132,916.

    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 1,105,684 shares
    Change vs previous 13F -11,987 shares

    0.21% of the 13F portfolio, value $155,282,286.

    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 1,117,671 shares
    Change vs previous 13F -174,449 shares

    0.22% of the 13F portfolio, value $147,577,244.

    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 1,292,120 shares
    Change vs previous 13F -9,809 shares

    0.31% of the 13F portfolio, value $193,740,490.

    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 1,301,929 shares
    Change vs previous 13F -141,194 shares

    0.31% of the 13F portfolio, value $197,971,312.

    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 1,443,123 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $245,403,037.

    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).