Position in WAL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$216,871
-$43,913 QoQ
Shares Held
3,061
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $746,044,510 across 68 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,291,446 | $317,979,832 | |
| 2 | TFC |
Truist Financial Corp
|
4,354,869 | $216,959,573 | |
| 3 | USB |
US Bancorp \De\
|
891,123 | $53,823,829 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
10,069 | $20,951,473 | |
| 5 | FITB |
Fifth Third Bancorp
|
286,718 | $16,162,291 | |
| 6 | MTB |
M&T Bank Corp
|
67,136 | $15,979,038 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
804,646 | $14,266,372 | |
| 8 | RF |
Regions Financial Corp
|
467,828 | $14,128,405 |
All Filings in WAL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,871 | 3,061 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $260,784 | 3,102 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $255,823 | 2,950 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $234,485 | 3,007 | Shares | Defined | 2025-07-18 | |
| 2024-09-30 | $445,941 | 5,156 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $595,783 | 9,484 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $666,097 | 10,377 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $699,017 | 10,625 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $319,398 | 6,948 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $395,880 | 10,855 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $499,264 | 14,048 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $4,314,583 | 72,441 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $5,064,083 | 77,032 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $5,545,134 | 78,543 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $7,988,567 | 96,457 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $10,188,532 | 94,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,284,793 | 94,512 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,539,135 | 91,967 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,428,794 | 99,839 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,122,511 | 102,127 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $3,536,980 | 111,859 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $4,587,077 | 121,127 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $3,689,941 | 120,547 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||