Truist Financial
NEO icon

Truist Financial’s NeoGenomics NEO Stock Holding History

Truist Financial’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,480
Closed -$85.2K – 2978
2026
Q1 		$85.2K Buy
+11,480
New +$121K ﹤0.01% 2724
2025
Q3 		– Sell
-16,824
Closed -$123K – 2767
2025
Q2 		$123K Sell
16,824
-3,194
-16% -$25.8K ﹤0.01% 2481
2025
Q1 		$190K Sell
20,018
-10,019
-33% -$125K ﹤0.01% 2378
2024
Q4 		$495K Sell
30,037
-1,757
-6% -$27.3K ﹤0.01% 1883
2024
Q3 		$469K Sell
31,794
-3,356
-10% -$52.5K ﹤0.01% 1908
2024
Q2 		$488K Sell
35,150
-4,699
-12% -$66.6K ﹤0.01% 1987
2024
Q1 		$626K Buy
39,849
+1,809
+5% +$27.9K ﹤0.01% 1844
2023
Q4 		$615K Buy
38,040
+7,456
+24% +$122K ﹤0.01% 1858
2023
Q3 		$376K Buy
30,584
+3,723
+14% +$55.4K ﹤0.01% 2083
2023
Q2 		$432K Sell
26,861
-21,139
-44% -$348K ﹤0.01% 2033
2023
Q1 		$836K Buy
48,000
+171
+0.4% +$2.44K ﹤0.01% 1661
2022
Q4 		$442K Sell
47,829
-110
-0.2% -$1.02K ﹤0.01% 2049
2022
Q3 		$413K Sell
47,939
-17,488
-27% -$174K ﹤0.01% 1924
2022
Q2 		$534K Sell
65,427
-13,118
-17% -$125K ﹤0.01% 1871
2022
Q1 		$954K Sell
78,545
-25,325
-24% -$533K ﹤0.01% 1657
2021
Q4 		$3.54M Sell
103,870
-6,201
-6% -$243K 0.01% 1025
2021
Q3 		$5.31M Sell
110,071
-24,290
-18% -$1.12M 0.01% 857
2021
Q2 		$6.07M Buy
134,361
+7,314
+6% +$324K 0.01% 807
2021
Q1 		$6.13M Buy
127,047
+23,710
+23% +$1.23M 0.01% 769
2020
Q4 		$5.56M Buy
103,337
+7,344
+8% +$332K 0.01% 775
2020
Q3 		$3.54M Sell
95,993
-7,765
-7% -$289K 0.01% 848
2020
Q2 		$3.21M Sell
103,758
-1,142
-1% -$31.6K 0.01% 852
2020
Q1 		$2.9M Buy
104,900
+7,727
+8% +$231K 0.01% 834
2019
Q4 		$2.84M Buy
+97,173
New +$2.31M 0.01% 980

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Truist Financial's NEO Position: Q2 2026 in Review

Truist Financial sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 11,480 shares — an estimated $85.2K sold.

Truist Financial first reported a position in NEO in Q4 2019 and held it in 24 quarters. The position peaked at $6.13M in Q1 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Truist Financial reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 11,480 NeoGenomics shares in Q2 2026, an estimated $85.2K.
  • Truist Financial first reported a position in NeoGenomics in Q4 2019 and held it in 24 quarters.
  • Truist Financial's NeoGenomics position peaked at $6.13M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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