Truist Financial
CWAN

Truist Financial’s Clearwater Analytics CWAN Stock Holding History

Truist Financial’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-57,381
Closed -$1.36M – 2932
2026
Q1 		$1.36M Sell
57,381
-2,945
-5% -$69.7K ﹤0.01% 1546
2025
Q4 		$1.46M Sell
60,326
-2,225
-4% -$44.6K ﹤0.01% 1481
2025
Q3 		$1.13M Buy
62,551
+44,533
+247% +$903K ﹤0.01% 1610
2025
Q2 		$395K Buy
18,018
+66
+0.4% +$1.52K ﹤0.01% 2066
2025
Q1 		$481K Sell
17,952
-3,963
-18% -$111K ﹤0.01% 1896
2024
Q4 		$603K Buy
21,915
+1,209
+6% +$34.3K ﹤0.01% 1772
2024
Q3 		$523K Sell
20,706
-1,224
-6% -$27.5K ﹤0.01% 1833
2024
Q2 		$406K Sell
21,930
-3,206
-13% -$57.8K ﹤0.01% 2103
2024
Q1 		$445K Buy
25,136
+5,667
+29% +$105K ﹤0.01% 2044
2023
Q4 		$390K Buy
+19,469
New +$383K ﹤0.01% 2139
2023
Q1 		– Sell
-29,776
Closed -$558K – 2588
2022
Q4 		$558K Buy
29,776
+1,316
+5% +$22.8K ﹤0.01% 1877
2022
Q3 		$478K Buy
28,460
+6,109
+27% +$89.1K ﹤0.01% 1840
2022
Q2 		$269K Buy
22,351
+11,335
+103% +$183K ﹤0.01% 2283
2022
Q1 		$231K Buy
+11,016
New +$206K ﹤0.01% 2461

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Truist Financial's CWAN Position: Q2 2026 in Review

Truist Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 57,381 shares — an estimated $1.36M sold.

Truist Financial first reported a position in CWAN in Q1 2022 and held it in 14 quarters. The position peaked at $1.46M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Truist Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 57,381 Clearwater Analytics shares in Q2 2026, an estimated $1.36M.
  • Truist Financial first reported a position in Clearwater Analytics in Q1 2022 and held it in 14 quarters.
  • Truist Financial's Clearwater Analytics position peaked at $1.46M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.