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TRUIST FINANCIAL CORP: UMBF position timeline

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

TRUIST FINANCIAL CORP held 8,420 UMBF 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 8,420 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $1,201,969.

    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 8,095 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $913,035.

    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 7,976 shares
    Change vs previous 13F -21,091 shares

    <0.01% of the 13F portfolio, value $917,559.

    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 29,067 shares
    Change vs previous 13F +8,641 shares

    <0.01% of the 13F portfolio, value $3,440,079.

    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 20,426 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $2,147,998.

    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 20,329 shares
    Change vs previous 13F +764 shares

    <0.01% of the 13F portfolio, value $2,055,214.

    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 19,565 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $2,208,106.

    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 19,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,047,753.

    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).