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TRUIST FINANCIAL CORP: SRE position timeline

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

TRUIST FINANCIAL CORP held 84,289 SRE 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 84,289 shares
    Change vs previous 13F -1,150 shares

    0.01% of the 13F portfolio, value $7,814,447.

    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 85,439 shares
    Change vs previous 13F -2,311 shares

    0.01% of the 13F portfolio, value $8,302,150.

    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 87,750 shares
    Change vs previous 13F +15,698 shares

    0.01% of the 13F portfolio, value $7,747,460.

    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 72,052 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $6,483,238.

    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 70,865 shares
    Change vs previous 13F -4,931 shares

    0.01% of the 13F portfolio, value $5,369,465.

    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 75,796 shares
    Change vs previous 13F -5,675 shares

    0.01% of the 13F portfolio, value $5,408,777.

    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 81,471 shares
    Change vs previous 13F +3,959 shares

    0.01% of the 13F portfolio, value $7,146,607.

    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 77,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,482,328.

    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).