TRUIST FINANCIAL CORP

Position in UTI — Universal Technical Institute Inc

CIK 92230 CHARLOTTE, NC

Position in UTI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$423,379

+$72,091 QoQ

Shares Held

9,899

+1.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#177

of 262 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Consumer Defensive · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $2,205,384 across 4 Education & Training Services names. UTI ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOPE	Grand Canyon Education, Inc.	6,169	$882,844
2	CVSA	Covista Inc.	3,940	$491,160
3	UTI	Universal Technical Institute Inc This page	9,899	$423,379
4	LRN	Stride, Inc.	4,731	$408,001

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,379	9,899	+1.7%	Shares	Defined	2026-07-28
2026-03-31	$351,288	9,731	-18.9%	Shares	Defined	2026-04-27
2022-03-31	$106,200	12,000	—	Shares	Defined	2022-04-22
No filing history on record for this holder in this stock.