Position in CRESY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$297,871
-$40,798 QoQ
Shares Held
26,572
-0.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 56 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $98,422,499 across 6 Conglomerates names. CRESY ranks #5 (0.3% of the industry book) .
All Filings in CRESY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,871 | 26,572 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $338,669 | 26,625 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $334,909 | 26,517 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $241,729 | 26,275 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $282,342 | 26,240 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $289,952 | 26,240 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $331,411 | 26,240 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $226,619 | 26,229 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $215,601 | 26,229 | Shares | Defined | 2024-08-21 | |
| 2022-09-30 | $351,533 | 69,600 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $226,418 | 48,653 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $426,189 | 56,288 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $293,692 | 67,388 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $316,560 | 70,688 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $390,320 | 70,688 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $210,093 | 43,588 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $176,914 | 40,000 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $103,787 | 40,000 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $109,326 | 40,000 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $129,384 | 40,266 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||