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Disclosery

TRUIST FINANCIAL CORP: XLE position timeline

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

TRUIST FINANCIAL CORP held 931,846 XLE 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 931,846 shares
    Change vs previous 13F +36,015 shares

    0.06% of the 13F portfolio, value $49,490,366.

    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 895,831 shares
    Change vs previous 13F +64,140 shares

    0.07% of the 13F portfolio, value $54,878,599.

    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 831,691 shares
    Change vs previous 13F +340,122 shares

    0.05% of the 13F portfolio, value $37,184,896.

    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 491,569 shares
    Change vs previous 13F -53,548 shares

    0.06% of the 13F portfolio, value $43,916,746.

    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 545,117 shares
    Change vs previous 13F -14,988 shares

    0.07% of the 13F portfolio, value $46,231,351.

    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 560,105 shares
    Change vs previous 13F -29,663 shares

    0.08% of the 13F portfolio, value $52,341,767.

    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 589,768 shares
    Change vs previous 13F -44,341 shares

    0.08% of the 13F portfolio, value $50,519,541.

    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 634,109 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $55,674,764.

    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).