TRUIST FINANCIAL CORP ATRC ATRICURE INC

Ownership history in TRUIST FINANCIAL CORP  ·  24 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported ATRICURE INC (ATRC) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ATRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUIST FINANCIAL CORP's position in ATRICURE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRUIST FINANCIAL CORP held ATRC — position size vs. price
% of Fund (quarterly)    ATRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,305 +111 +0.5% 0.00% $608K 2026-04-27 $29.04
2025 Q4 ADDED 21,194 +234 +1.1% 0.00% $838K 2026-02-02 $36.82
2025 Q3 REDUCED 20,960 -246 -1.2% 0.00% $739K 2025-11-03 $34.03
2025 Q2 ADDED 21,206 +2,198 +11.6% 0.00% $695K 2025-07-18 $29.26
2025 Q1 ADDED 19,008 +3,291 +20.9% 0.00% $613K 2025-04-29 $34.65
2024 Q4 ADDED 15,717 +403 +2.6% 0.00% $480K 2025-01-31 $39.87
2024 Q3 ADDED 15,314 +130 +0.9% 0.00% $429K 2024-11-13 $36.20
2024 Q2 ADDED 15,184 +1,842 +13.8% 0.00% $346K 2024-08-21 $23.99
2024 Q1 ADDED 13,342 +422 +3.3% 0.00% $406K 2024-05-13 $22.47
2023 Q4 REDUCED 16.4% -18.5% 12,920 -2,541 -16.4% 0.00% $461K 2024-02-02 $33.30
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TRUIST FINANCIAL CORP and ATRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUIST FINANCIAL CORP reported owning ATRC?

TRUIST FINANCIAL CORP reported ATRC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATRC position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for ATRC was 0.00% in 2025 Q4.

What is the latest reported ATRC position on this page?

The most recent filing on this page is 2026 Q1, when TRUIST FINANCIAL CORP reported 21,305 shares, equal to 0.00% of portfolio, with an estimated market value of $608K.

What does the chart on this ATRC ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly ATRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRUIST FINANCIAL CORP time their ATRC position?

Based on 13F filing dates vs. subsequent ATRC price moves, TRUIST FINANCIAL CORP correctly timed 12 out of 23 reported position changes (52%). The annualised alpha on ATRC relative to SPY over the holding period was -18.4%.

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