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Disclosery

TRUIST FINANCIAL CORP: WM position timeline

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

TRUIST FINANCIAL CORP held 339,793 WM 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 339,793 shares
    Change vs previous 13F -17,163 shares

    0.09% of the 13F portfolio, value $75,733,013.

    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 356,956 shares
    Change vs previous 13F +3,747 shares

    0.11% of the 13F portfolio, value $82,024,930.

    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 353,209 shares
    Change vs previous 13F +5,887 shares

    0.1% of the 13F portfolio, value $77,603,577.

    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 347,322 shares
    Change vs previous 13F +79,289 shares

    0.1% of the 13F portfolio, value $76,699,080.

    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 268,033 shares
    Change vs previous 13F +103,487 shares

    0.09% of the 13F portfolio, value $61,331,363.

    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 164,546 shares
    Change vs previous 13F +10,769 shares

    0.06% of the 13F portfolio, value $38,093,964.

    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 153,777 shares
    Change vs previous 13F -2,415 shares

    0.05% of the 13F portfolio, value $31,030,658.

    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 156,192 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $32,425,472.

    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).