TRUIST FINANCIAL CORP
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 92230
CHARLOTTE, NC
Position in NEA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,477,214
-$81,931 QoQ
Shares Held
220,589
+0.2% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.54006772776521.ToString("F0")%
Shared 0.ToString("F0")%
None 96.4599322722348.ToString("F0")%
Common Shares in NEA 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. NEA ranks #24 (0.4% 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 NEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,477,214 | 220,589 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,559,145 | 220,047 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,087,532 | 271,074 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,021,017 | 276,650 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,274,293 | 203,062 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,832,644 | 251,121 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,312,251 | 360,255 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,940,049 | 605,589 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $6,517,705 | 588,772 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,446,000 | 586,000 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $6,118,437 | 632,070 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,617,994 | 605,489 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $6,810,221 | 612,430 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $7,127,966 | 626,910 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $4,853,432 | 457,871 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $5,238,960 | 445,869 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $5,798,917 | 441,318 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $7,318,941 | 469,163 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,610,960 | 435,218 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $6,085,130 | 387,588 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,451,284 | 367,833 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,455,145 | 361,268 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $4,987,464 | 347,801 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,929,473 | 282,696 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $5,350,424 | 395,157 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||