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TRUIST FINANCIAL CORP: UBS position timeline

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

TRUIST FINANCIAL CORP held 75,663 UBS 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 75,663 shares
    Change vs previous 13F +26,645 shares

    <0.01% of the 13F portfolio, value $3,749,848.

    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 49,018 shares
    Change vs previous 13F +9,654 shares

    <0.01% of the 13F portfolio, value $1,915,149.

    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 39,364 shares
    Change vs previous 13F -2,262 shares

    <0.01% of the 13F portfolio, value $1,822,946.

    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 41,626 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $1,706,651.

    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 41,782 shares
    Change vs previous 13F -9,622 shares

    <0.01% of the 13F portfolio, value $1,413,052.

    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 51,404 shares
    Change vs previous 13F -7,333 shares

    <0.01% of the 13F portfolio, value $1,574,508.

    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 58,737 shares
    Change vs previous 13F -3,633 shares

    <0.01% of the 13F portfolio, value $1,780,891.

    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 62,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,927,870.

    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).