Perpetual Ltd

Position in TFC — Truist Financial Corp

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in TFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$815,751

+$63,039 QoQ

Shares Held

16,374

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#808

of 1,678 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $256,429,014 across 10 Banks - Regional names. TFC ranks #10 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	7,094,372	$94,780,808
2	ITUB	Itau Unibanco Holding S.A.	6,388,941	$52,197,647
3	PB	Prosperity Bancshares Inc	593,322	$43,330,304
4	HDB	Hdfc Bank Ltd	1,556,670	$40,208,784
5	BBD	Bank Bradesco	3,599,934	$12,491,770
6	IBN	Icici Bank Ltd	261,467	$7,590,385
7	PNC	Pnc Financial Services Group, Inc.	9,058	$2,230,259
8	BAP	Credicorp Ltd	4,865	$1,895,306

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,751	16,374	0.0%	Shares	Sole	2026-07-15
2026-03-31	$752,712	16,374	+125.8%	Shares	Sole	2026-04-14
2025-06-30	$311,677	7,250	-33.2%	Shares	Sole	2025-07-11
2025-03-31	$446,518	10,851	0.0%	Shares	Sole	2025-04-24
2024-12-31	$470,716	10,851	0.0%	Shares	Sole	2025-01-17
2024-09-30	$464,097	10,851	0.0%	Shares	Sole	2024-10-09
2024-06-30	$421,561	10,851	0.0%	Shares	Sole	2024-07-30
2024-03-31	$422,971	10,851	0.0%	Shares	Sole	2024-04-16
2023-12-31	$400,618	10,851	-18.7%	Shares	Sole	2024-02-15
2023-09-30	$381,943	13,350	-55.9%	Shares	Sole	2023-10-10
2023-03-31	$1,032,343	30,274	+570.1%	Shares	Defined	2023-05-08
2020-09-30	$171,909	4,518	0.0%	Shares	Sole	2020-12-08
2020-06-30	$169,650	4,518	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.