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Disclosery

TRUIST FINANCIAL CORP: WSO position timeline

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

TRUIST FINANCIAL CORP held 25,843 WSO 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 25,843 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $10,769,617.

    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 26,827 shares
    Change vs previous 13F -8,802 shares

    0.01% of the 13F portfolio, value $9,759,532.

    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 35,629 shares
    Change vs previous 13F -2,179 shares

    0.02% of the 13F portfolio, value $12,005,248.

    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 37,808 shares
    Change vs previous 13F +17,820 shares

    0.02% of the 13F portfolio, value $15,285,601.

    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 19,988 shares
    Change vs previous 13F -870 shares

    0.01% of the 13F portfolio, value $8,827,099.

    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 20,858 shares
    Change vs previous 13F -985 shares

    0.02% of the 13F portfolio, value $10,602,240.

    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 21,843 shares
    Change vs previous 13F -21,115 shares

    0.02% of the 13F portfolio, value $10,351,391.

    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 42,958 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,130,007.

    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).