Skip to content
Disclosery

TRUIST FINANCIAL CORP: SHV position timeline

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

TRUIST FINANCIAL CORP held 539,468 SHV 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 539,468 shares
    Change vs previous 13F -631 shares

    0.07% of the 13F portfolio, value $59,530,295.

    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 540,099 shares
    Change vs previous 13F -22,689 shares

    0.08% of the 13F portfolio, value $59,621,547.

    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 562,788 shares
    Change vs previous 13F -778 shares

    0.08% of the 13F portfolio, value $61,991,109.

    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 563,566 shares
    Change vs previous 13F -179,539 shares

    0.08% of the 13F portfolio, value $62,268,454.

    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 743,105 shares
    Change vs previous 13F -271,850 shares

    0.12% of the 13F portfolio, value $82,053,671.

    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 1,014,955 shares
    Change vs previous 13F +299,694 shares

    0.18% of the 13F portfolio, value $112,111,929.

    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 715,261 shares
    Change vs previous 13F -176,029 shares

    0.12% of the 13F portfolio, value $78,757,335.

    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 891,290 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $98,603,436.

    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).