Truist Financial Corp

Kovitz Investment Group Partners, LLC TFC

Report date

9/30/2025

Quarter

2025 Q3

Filed

11/10/2025

Shares

308,820

Value ($000)

14,119

Weight

0.1%

2019 Q4 - 2025 Q3 (24 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q3	11/10/2025	14,119	0.1%	308,820	9/30/2025
2025 Q2	8/14/2025	13,136	0.1%	305,553	6/30/2025
2025 Q1	5/19/2025	11,584	0.1%	281,505	3/31/2025
2024 Q4	8/25/2025	11,689	0.1%	269,459	12/31/2024
2024 Q3	11/15/2024	6,588	0.0%	170,555	9/30/2024
2024 Q2	8/14/2024	6,287	0.1%	161,820	6/30/2024
2024 Q1	5/14/2024	6,121	0.1%	157,034	3/31/2024
2023 Q4	2/7/2024	4,119	0.1%	111,554	12/31/2023
2023 Q3	11/9/2023	3,502	0.1%	122,395	9/30/2023
2023 Q2	8/8/2023	3,727	0.1%	122,814	6/30/2023
2023 Q1	5/11/2023	4,071	0.1%	119,389	3/31/2023
2022 Q4	1/19/2023	4,799	0.1%	111,534	12/31/2022
2022 Q3	11/9/2022	4,898	0.1%	112,499	9/30/2022
2022 Q2	8/2/2022	5,354	0.1%	112,881	6/30/2022
2022 Q1	4/22/2022	6,325	0.1%	111,552	3/31/2022
2021 Q4	2/4/2022	5,676	0.1%	118,426	12/31/2021
2021 Q3	10/28/2021	6,319	0.1%	107,735	9/30/2021
2021 Q2	8/4/2021	6,031	0.1%	108,660	6/30/2021
2021 Q1	5/6/2021	6,894	0.2%	118,214	3/31/2021
2020 Q4	2/12/2021	5,676	0.1%	118,425	12/31/2020
2020 Q3	11/10/2020	4,562	0.1%	119,902	9/30/2020
2020 Q2	8/12/2020	4,491	0.1%	119,610	6/30/2020
2020 Q1	5/15/2020	3,793	0.1%	122,983	3/31/2020
2019 Q4	2/13/2020	6,842	0.2%	121,487	12/31/2019