TFC
TRUIST FINANCIAL CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2020 | 26Q | $41 | $47 | +15% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +22% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +22% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +22% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +22% |
| Two Sigma Investments | Q2 2025(8Q snapshot) | 4Q | $39 | $47 | +19% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q4 2024 | Q2 2026 | → $47 | +9% |
| Renaissance Technologies 2× in & out | Q1 2026 | Q2 2026 | → $47 | -8% |
| Appaloosa | Q4 2025 | Q1 2026 | → $52 | +18% |
| Duquesne Family Office | Q4 2024 | Q2 2025 | → $39 | -9% |
| Maverick Capital 4× in & out | Q2 2024 | Q3 2024 | → $39 | +6% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at TRUIST FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40002045092-26-000008Jun 3, 2026
- Form 40001681329-26-000004Mar 17, 2026
- Form 40001599100-26-000006Mar 17, 2026
- Form 40001182002-26-000004Mar 17, 2026
- Form 40001471555-26-000006Mar 17, 2026
- Form 40001789902-26-000006Mar 17, 2026
- Form 40002011347-26-000006Mar 17, 2026
- Form 40002045092-26-000006Mar 17, 2026
- Form 40001411075-26-000002Feb 26, 2026
- Form 40001789093-26-000002Feb 26, 2026
- Form 40001238180-26-000004Feb 26, 2026
- Form 40001640050-26-000002Feb 26, 2026
- Form 40001566014-26-000002Feb 26, 2026
- Form 40001212424-26-000002Feb 26, 2026
- Form 40001790292-26-000002Feb 26, 2026
Fundamentals
XBRL · TRUIST FINANCIAL CORPAnnual figures sourced directly from TRUIST FINANCIAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for TRUIST FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- 8-KMaterial eventMay 15, 2026
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventMay 1, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 17, 2026
- DEF 14AProxy statementMar 16, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KMaterial eventJan 27, 2026
- 8-KMaterial eventJan 21, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventDec 16, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 29, 2025
- 8-KMaterial eventOct 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q1 2026 | Q2 2026 | $51 | $47 | -8% |
| Appaloosa | Q4 2025 | Q1 2026 | $44 | $52 | +18% |
| Bridgewater Associates | Q3 2025 | open | $43 | $48 | +11% |
| Two Sigma Investments | Q2 2025 | open | $39 | $47 | +19% |
| Duquesne Family Office | Q4 2024 | Q2 2025 | $43 | $39 | -9% |
| Point72 Asset Management | Q4 2024 | Q2 2026 | $43 | $47 | +9% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $43 | $39 | -9% |
| Citadel Advisors | Q3 2024 | open | $39 | $47 | +22% |
| D.E. Shaw | Q3 2024 | open | $39 | $47 | +22% |
| AQR Capital Management | Q3 2024 | open | $39 | $47 | +22% |
| Millennium Management | Q3 2024 | open | $39 | $47 | +22% |
| Maverick Capital | Q2 2024 | Q3 2024 | $37 | $39 | +6% |
| Bridgewater Associates | Q2 2024 | Q3 2024 | $36 | $39 | +8% |
| Maverick Capital | Q4 2023 | Q1 2024 | $27 | $32 | +16% |
| Maverick Capital | Q3 2021 | Q1 2022 | $45 | $51 | +12% |
| Maverick Capital | Q1 2021 | Q2 2021 | $43 | $49 | +12% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $42 | $23 | -45% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $41 | $24 | -41% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.