Truist Financial
BEAT icon

Truist Financial’s Heartbeam BEAT Stock Holding History

Truist Financial’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3K Hold
15,000
– – ﹤0.01% 2778
2025
Q4 		$36K Buy
+15,000
New +$25.7K ﹤0.01% 2738

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SSWM
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UBS Group
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BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Truist Financial's BEAT Position: Q1 2026 in Review

Truist Financial held its Heartbeam (BEAT) position steady in Q1 2026 at 15,000 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Truist Financial first reported a position in BEAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $36K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Truist Financial held 15,000 shares of Heartbeam worth $18.3K as of Q1 2026.
  • Truist Financial left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2778 holding.
  • Truist Financial first reported a position in Heartbeam in Q4 2025 and has held it in 2 quarters since.
  • Truist Financial's Heartbeam position peaked at $36K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.