Skip to content
Disclosery

TRUIST FINANCIAL CORP: SCHW position timeline

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

TRUIST FINANCIAL CORP held 1,274,680 SCHW 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 1,274,680 shares
    Change vs previous 13F -47,615 shares

    0.14% of the 13F portfolio, value $117,614,741.

    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 1,322,295 shares
    Change vs previous 13F -87,633 shares

    0.17% of the 13F portfolio, value $124,269,265.

    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 1,409,928 shares
    Change vs previous 13F -82,885 shares

    0.19% of the 13F portfolio, value $140,865,953.

    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 1,492,813 shares
    Change vs previous 13F -281,613 shares

    0.19% of the 13F portfolio, value $142,518,883.

    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 1,774,426 shares
    Change vs previous 13F -56,228 shares

    0.24% of the 13F portfolio, value $161,898,629.

    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 1,830,654 shares
    Change vs previous 13F -71,054 shares

    0.23% of the 13F portfolio, value $143,303,614.

    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 1,901,708 shares
    Change vs previous 13F +59,361 shares

    0.22% of the 13F portfolio, value $140,745,397.

    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 1,842,347 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $119,402,506.

    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).