TFC TRUIST FINL CORP

Ownership history in BAILARD, INC.  ·  16 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in TRUIST FINL CORP (TFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2022 Q2)
Avg. % of fund
0.05%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,212 -47,767 -88.5% 0.01% $284K $44.74
2025 Q2 ADDED 53,979 +654 +1.2% 0.05% $2.3M $41.56
2025 Q1 ADDED 53,325 +176 +0.3% 0.06% $2.2M $39.26
2024 Q4 ADDED 53,149 +5,725 +12.1% 0.06% $2.3M $40.92
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TFC price (monthly, adj. close)
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