Truist Financial’s DoubleVerify DV Stock Holding History

Truist Financial’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,240	Closed	-$331K	–	2575
2024 Q4	$331K	Sell	17,240 -2,726	-14%	-$51.3K	﹤0.01%	2101
2024 Q3	$336K	Sell	19,966 -7,828	-28%	-$149K	﹤0.01%	2069
2024 Q2	$541K	Sell	27,794 -9,780	-26%	-$236K	﹤0.01%	1928
2024 Q1	$1.32M	Buy	37,574 +6,436	+21%	+$239K	﹤0.01%	1477
2023 Q4	$1.15M	Buy	31,138 +17,786	+133%	+$554K	﹤0.01%	1526
2023 Q3	$373K	Buy	13,352 +568	+4%	+$19.4K	﹤0.01%	2092
2023 Q2	$498K	Buy	12,784 +1,113	+10%	+$35.9K	﹤0.01%	1945
2023 Q1	$352K	Sell	11,671 -184	-2%	-$4.82K	﹤0.01%	2181
2022 Q4	$260K	Sell	11,855 -949	-7%	-$24.7K	﹤0.01%	2294
2022 Q3	$350K	Buy	12,804 +2,683	+27%	+$69.2K	﹤0.01%	2002
2022 Q2	$229K	Buy	+10,121	New	+$228K	﹤0.01%	2382

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Truist Financial's DV Position: Q1 2025 in Review

Truist Financial sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 17,240 shares — an estimated $331K sold.

Truist Financial first reported a position in DV in Q2 2022 and held it in 11 quarters. The position peaked at $1.32M in Q1 2024. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Truist Financial reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
Truist Financial sold 17,240 DoubleVerify shares in Q1 2025, an estimated $331K.
Truist Financial first reported a position in DoubleVerify in Q2 2022 and held it in 11 quarters.
Truist Financial's DoubleVerify position peaked at $1.32M in Q1 2024.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.