TRUIST FINANCIAL CORP GCMG β€” GCM GROSVENOR INC

Ownership history in TRUIST FINANCIAL CORP  Β·  4 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported GCM GROSVENOR INC (GCMG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows GCMG 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.

What this GCMG 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 GCM GROSVENOR 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

GCMG stock page TRUIST FINANCIAL CORP fund profile TRUIST FINANCIAL CORP full holdings
How TRUIST FINANCIAL CORP held GCMG β€” position size vs. price
% of Fund (quarterly)    GCMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8.5% -4.5% βœ… 18,850 -1,762 -8.5% 0.00% $228K 2025-11-03 $11.26
2025 Q2 REDUCED 5.5% +5.3% ❌ 20,612 -1,208 -5.5% 0.00% $238K 2025-07-18 $11.46
2025 Q1 ADDED β€” β€” β€” 21,820 +9,044 +70.8% 0.00% $289K 2025-04-29 $12.09
2024 Q4 INITIATED β€” β€” β€” 12,776 β€” β€” 0.00% $157K 2025-01-31 $12.90

🏒 Other funds also holding GCMG

As of 2026 Q1 β€” sorted by position size

North Star Investment Management Corp. 3Y 7Y 0.18% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% Bell Investment Advisors, Inc 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Root Financial Partners, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About TRUIST FINANCIAL CORP and GCMG

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 GCMG?

TRUIST FINANCIAL CORP reported GCMG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for GCMG was 0.00% in 2025 Q1.

What is the latest reported GCMG position on this page?

The most recent filing on this page is 2025 Q3, when TRUIST FINANCIAL CORP reported 18,850 shares, equal to 0.00% of portfolio, with an estimated market value of $228K.

What does the chart on this GCMG ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly GCMG 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 GCMG position?

Based on 13F filing dates vs. subsequent GCMG price moves, TRUIST FINANCIAL CORP correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GCMG relative to SPY over the holding period was -37.8%.

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