Position in LOPE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$882,844
-$186,474 QoQ
Shares Held
6,169
-1.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 439 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,205,384 across 4 Education & Training Services names. LOPE ranks #1 (40.0% of the industry book) .
All Filings in LOPE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,844 | 6,169 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,069,318 | 6,289 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,186,121 | 7,132 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,881,771 | 17,683 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,455,298 | 18,282 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $3,315,409 | 19,162 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,177,228 | 19,397 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,709,051 | 19,098 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,419,119 | 24,438 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $4,145,550 | 30,435 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,098,916 | 31,043 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,934,881 | 33,666 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,571,788 | 34,607 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,972,603 | 34,878 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,693,556 | 34,957 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,801,932 | 21,908 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,083,387 | 22,119 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,621,775 | 26,998 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,237,115 | 26,101 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,309,036 | 26,251 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,343,986 | 26,053 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,694,849 | 25,162 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||