Truist Financial’s Lulu's Fashion Lounge LVLU Stock Holding History

Truist Financial’s Portfolio LVLU Stock Details LVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,113	Closed	-$18.5K	–	2762
2025 Q2	$18.5K	Hold	4,113	–	–	﹤0.01%	2579
2025 Q1	$24.7K	Hold	4,113	–	–	﹤0.01%	2525
2024 Q4	$69.7K	Sell	4,113 -18	-0.4%	-$367	﹤0.01%	2478
2024 Q3	$99.1K	Hold	4,131	–	–	﹤0.01%	2418
2024 Q2	$115K	Sell	4,131 -9	-0.2%	-$216	﹤0.01%	2578
2024 Q1	$86.9K	Sell	4,140 -2,536	-38%	-$72.6K	﹤0.01%	2556
2023 Q4	$186K	Hold	6,676	–	–	﹤0.01%	2515
2023 Q3	$201K	Hold	6,676	–	–	﹤0.01%	2444
2023 Q2	$253K	Hold	6,676	–	–	﹤0.01%	2339
2023 Q1	$238K	Hold	6,676	–	–	﹤0.01%	2340
2022 Q4	$251K	Buy	6,676 +3,325	+99%	+$224K	﹤0.01%	2311
2022 Q3	$234K	Buy	3,351 +2,042	+156%	+$223K	﹤0.01%	2214
2022 Q2	$213K	Sell	1,309 -3,292	-72%	-$581K	﹤0.01%	2422
2022 Q1	$468K	Buy	4,601 +3,259	+243%	+$425K	﹤0.01%	2041
2021 Q4	$206K	Buy	+1,342	New	+$246K	﹤0.01%	2575

Other funds holding LVLU

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

IVMX

Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return

CWR

Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Truist Financial's LVLU Position: Q3 2025 in Review

Truist Financial sold out of Lulu's Fashion Lounge (LVLU) in Q3 2025, closing a stake of 4,113 shares — an estimated $18.5K sold.

Truist Financial first reported a position in LVLU in Q4 2021 and held it in 15 quarters. The position peaked at $468K in Q1 2022. 16 funds tracked by Wall St. Rank hold LVLU as of Q3 2025.

Truist Financial reported no remaining Lulu's Fashion Lounge position as of Q3 2025 after selling out during the quarter.
Truist Financial sold 4,113 Lulu's Fashion Lounge shares in Q3 2025, an estimated $18.5K.
Truist Financial first reported a position in Lulu's Fashion Lounge in Q4 2021 and held it in 15 quarters.
Truist Financial's Lulu's Fashion Lounge position peaked at $468K in Q1 2022.
16 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.