Position in UAL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,274,035
-$452,360 QoQ
Shares Held
24,699
+1.3% QoQ
Ownership
0.008%
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 29.094295315599823.ToString("F0")%
Shared 0.ToString("F0")%
None 70.90570468440018.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Dec 31, 2020CallValue
$475,750
CallShares
11,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $28,442,942 across 7 Airlines names. UAL ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
288,093 | $19,152,421 | |
| 2 | LUV |
Southwest Airlines Co
|
121,018 | $4,546,645 | |
| 3 | UAL |
United Airlines Holdings, Inc.
This page
|
24,699 | $2,274,035 | |
| 4 | RYAAY |
Ryanair Holdings PLC
|
30,938 | $1,788,216 | |
| 5 | SKYW |
Skywest Inc
|
4,574 | $420,029 | |
| 6 | AAL |
American Airlines Group Inc.
|
21,182 | $227,493 | |
| 7 | FLYX |
Flyexclusive Inc.
|
15,090 | $34,103 |
All Filings in UAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,274,035 | 24,699 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,726,395 | 24,382 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,063,971 | 31,751 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,995,606 | 25,061 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,522,119 | 36,526 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,303,115 | 54,615 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,323,163 | 23,189 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,669,912 | 34,318 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,219,742 | 25,475 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,197,116 | 29,014 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,409,422 | 80,601 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,789,600 | 87,290 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,919,974 | 88,587 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,319,710 | 88,056 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $762,144 | 23,429 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,883,670 | 53,181 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,222,095 | 26,361 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $800,122 | 18,276 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $511,425 | 10,751 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,093,017 | 20,903 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,235,268 | 21,468 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $775,081 | 17,921 | Shares | Defined | 2021-11-19 | |
| 2020-12-31 | $475,750 | 11,000 | Call | Defined | 2021-11-19 | |
| 2020-09-30 | $627,306 | 18,052 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $655,720 | 18,946 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $599,606 | 19,005 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||