TFC — TRUIST FINL CORP

Ownership history in SHELL ASSET MANAGEMENT CO  ·  23 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO 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
0.12% (2019 Q4)
Avg. % of fund
0.06%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 16,335 +5,566 +51.7% 0.02% $702K $41.56
2025 Q1 ADDED 10,769 +971 +9.9% 0.02% $443K $39.26
2024 Q4 ADDED 9,798 +142 +1.5% 0.02% $425K $40.92
2024 Q3 ADDED 9,656 +824 +9.3% 0.02% $413K $39.89
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TFC price (monthly, adj. close)

Other funds also holding TFC

As of 2025 Q4 — sorted by position size

Ategra Capital Management, LLC 7.44% Rhino Investment Partners, Inc 3Y 7.42% Reliant Investment Partners, LLC 5.99% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 5.65% Prana Capital Management, LP 3Y 7Y 4.46% PMC FIG Opportunities LLC 4.05% SHAPIRO CAPITAL MANAGEMENT LLC 3Y 7Y 3.89% Ategra Capital Management, LLC 3.51% CONTINENTAL ADVISORS LLC 3Y 7Y 3.35% Griffith & Werner, Inc. 3.32%
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