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TRUIST FINANCIAL CORP: SMR position timeline

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

TRUIST FINANCIAL CORP held 41,964 SMR 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 41,964 shares
    Change vs previous 13F +2,469 shares

    <0.01% of the 13F portfolio, value $420,899.

    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 39,495 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $428,126.

    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 41,748 shares
    Change vs previous 13F -21,555 shares

    <0.01% of the 13F portfolio, value $591,569.

    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 63,303 shares
    Change vs previous 13F +15,658 shares

    <0.01% of the 13F portfolio, value $2,278,908.

    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 47,645 shares
    Change vs previous 13F +9,016 shares

    <0.01% of the 13F portfolio, value $1,884,836.

    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 38,629 shares
    Change vs previous 13F +12,489 shares

    <0.01% of the 13F portfolio, value $546,986.

    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 26,140 shares
    Change vs previous 13F +9,000 shares

    <0.01% of the 13F portfolio, value $468,690.

    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 17,140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $198,481.

    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).