TFC — TRUIST FINL CORP

Ownership history in Volterra Technologies LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Volterra Technologies LP 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
0.63% (2025 Q3)
Avg. % of fund
0.39%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 122,100 -39,500 -24.4% 0.48% $5.6M $44.74
2025 Q3 ADDED 161,600 +132,400 +453.4% 0.63% $7.4M $44.74
2025 Q2 REDUCED 29,200 -24,700 -45.8% 0.16% $1.3M $41.56
2025 Q2 INITIATED 53,900 — — 0.29% $2.3M $41.56
% 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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