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TRUIST FINANCIAL CORP: UBSI position timeline

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

TRUIST FINANCIAL CORP held 27,908 UBSI 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 27,908 shares
    Change vs previous 13F +8,402 shares

    <0.01% of the 13F portfolio, value $1,279,035.

    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 19,506 shares
    Change vs previous 13F -2,331 shares

    <0.01% of the 13F portfolio, value $807,931.

    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 21,837 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $838,551.

    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 22,231 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $827,208.

    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 22,375 shares
    Change vs previous 13F +10,069 shares

    <0.01% of the 13F portfolio, value $815,124.

    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 12,306 shares
    Change vs previous 13F -10,610 shares

    <0.01% of the 13F portfolio, value $426,641.

    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 22,916 shares
    Change vs previous 13F +9,418 shares

    <0.01% of the 13F portfolio, value $860,494.

    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 13,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $500,765.

    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).