Truist Financial
INTA icon

Truist Financial’s Intapp INTA Stock Holding History

Truist Financial’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$987K Sell
38,416
-2,045
-5% -$61K ﹤0.01% 1717
2025
Q4 		$1.85M Buy
40,461
+4,273
+12% +$177K ﹤0.01% 1337
2025
Q3 		$1.48M Buy
36,188
+10,000
+38% +$432K ﹤0.01% 1490
2025
Q2 		$1.35M Buy
26,188
+20,715
+378% +$1.13M ﹤0.01% 1460
2025
Q1 		$320K Buy
5,473
+31
+0.6% +$2.04K ﹤0.01% 2110
2024
Q4 		$349K Buy
+5,442
New +$312K ﹤0.01% 2077
2024
Q2 		– Sell
-15,296
Closed -$525K – 2687
2024
Q1 		$525K Buy
15,296
+3,049
+25% +$120K ﹤0.01% 1940
2023
Q4 		$466K Buy
+12,247
New +$451K ﹤0.01% 2029

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return