Truist Financial’s IRIDEX IRIX Stock Holding History

Truist Financial’s Portfolio IRIX Stock Details IRIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,979	Closed	-$31.1K	–	2596
2024 Q4	$31.1K	Buy	+12,979	New	+$21.4K	﹤0.01%	2493

Other funds holding IRIX

PAPAIJV

Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return

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

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Truist Financial's IRIX Position: Q1 2025 in Review

Truist Financial sold out of IRIDEX (IRIX) in Q1 2025, closing a stake of 12,979 shares — an estimated $31.1K sold.

Truist Financial first reported a position in IRIX in Q4 2024 and held it in 1 quarter. The position peaked at $31.1K in Q4 2024. 24 funds tracked by Wall St. Rank hold IRIX as of Q1 2025.

Truist Financial reported no remaining IRIDEX position as of Q1 2025 after selling out during the quarter.
Truist Financial sold 12,979 IRIDEX shares in Q1 2025, an estimated $31.1K.
Truist Financial first reported a position in IRIDEX in Q4 2024 and held it in 1 quarter.
Truist Financial's IRIDEX position peaked at $31.1K in Q4 2024.
24 funds tracked by Wall St. Rank held IRIDEX as of Q1 2025.

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