Position in IFN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$205,525
-$66,056 QoQ
Shares Held
18,156
-8.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $628,821,779 across 139 Asset Management names. IFN ranks #121 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
245,216 | $235,826,677 | |
| 2 | ARES |
Ares Management Corp
|
710,518 | $77,517,513 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
2,099,373 | $50,091,038 | |
| 4 | AMP |
Ameriprise Financial Inc
|
102,893 | $45,725,648 | |
| 5 | BX |
Blackstone Inc.
|
193,228 | $22,219,286 | |
| 6 | RJF |
Raymond James Financial Inc
|
143,227 | $20,737,836 | |
| 7 | APO |
Apollo Global Management, Inc.
|
155,933 | $17,374,054 | |
| 8 | STT |
State Street Corp
|
79,533 | $10,065,695 |
All Filings in IFN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,525 | 18,156 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $271,581 | 19,809 | Shares | Defined | 2026-02-02 | |
| 2025-06-30 | $308,697 | 18,675 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $294,504 | 18,675 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $270,648 | 17,184 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $326,839 | 17,184 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||