Skip to content
Disclosery

TRUIST FINANCIAL CORP: TAK position timeline

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

TRUIST FINANCIAL CORP held 71,842 TAK 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 71,842 shares
    Change vs previous 13F +2,010 shares

    <0.01% of the 13F portfolio, value $1,151,634.

    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 69,832 shares
    Change vs previous 13F +4,688 shares

    <0.01% of the 13F portfolio, value $1,293,298.

    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 65,144 shares
    Change vs previous 13F +3,719 shares

    <0.01% of the 13F portfolio, value $1,015,603.

    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 61,425 shares
    Change vs previous 13F -3,712 shares

    <0.01% of the 13F portfolio, value $899,270.

    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 65,137 shares
    Change vs previous 13F -1,537 shares

    <0.01% of the 13F portfolio, value $1,007,026.

    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 66,674 shares
    Change vs previous 13F -3,257 shares

    <0.01% of the 13F portfolio, value $991,450.

    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 69,931 shares
    Change vs previous 13F -14,525 shares

    <0.01% of the 13F portfolio, value $925,889.

    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 84,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,200,972.

    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).