Truist Financial
ROOT icon

Truist Financial’s Root ROOT Stock Holding History

Truist Financial’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369K Buy
+8,364
New +$488K ﹤0.01% 2269
2025
Q4 		– Sell
-3,379
Closed -$302K – 2846
2025
Q3 		$302K Buy
+3,379
New +$354K ﹤0.01% 2307
2022
Q4 		– Sell
-11,339
Closed -$89K – 2666
2022
Q3 		$89K Sell
11,339
-532
-4% -$8.33K ﹤0.01% 2431
2022
Q2 		$254K Sell
11,871
-1,361
-10% -$36.9K ﹤0.01% 2317
2022
Q1 		$469K Buy
13,232
+3,341
+34% +$120K ﹤0.01% 2037
2021
Q4 		$552K Buy
9,891
+2,257
+30% +$176K ﹤0.01% 1956
2021
Q3 		$724K Buy
7,634
+5,063
+197% +$628K ﹤0.01% 1799
2021
Q2 		$500K Buy
2,571
+1,271
+98% +$240K ﹤0.01% 2051
2021
Q1 		$298K Buy
1,300
+175
+16% +$52.9K ﹤0.01% 2286
2020
Q4 		$318K Buy
+1,125
New +$371K ﹤0.01% 2117

Other funds holding ROOT

RMC
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return