Truist Financial
SHAK icon

Truist Financial’s Shake Shack SHAK Stock Holding History

Truist Financial’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,181
Closed -$298K – 2849
2025
Q3 		$298K Sell
3,181
-2,633
-45% -$303K ﹤0.01% 2318
2025
Q2 		$817K Buy
+5,814
New +$633K ﹤0.01% 1695
2023
Q1 		– Sell
-8,618
Closed -$358K – 2667
2022
Q4 		$358K Sell
8,618
-3,478
-29% -$169K ﹤0.01% 2169
2022
Q3 		$544K Buy
12,096
+305
+3% +$14.6K ﹤0.01% 1780
2022
Q2 		$466K Buy
11,791
+2,017
+21% +$103K ﹤0.01% 1948
2022
Q1 		$664K Buy
9,774
+525
+6% +$36.1K ﹤0.01% 1834
2021
Q4 		$667K Sell
9,249
-2,799
-23% -$213K ﹤0.01% 1866
2021
Q3 		$945K Sell
12,048
-379
-3% -$34.5K ﹤0.01% 1644
2021
Q2 		$1.33M Buy
12,427
+2,138
+21% +$216K ﹤0.01% 1482
2021
Q1 		$1.16M Buy
10,289
+4,941
+92% +$565K ﹤0.01% 1499
2020
Q4 		$453K Buy
5,348
+31
+0.6% +$2.41K ﹤0.01% 1899
2020
Q3 		$343K Buy
5,317
+431
+9% +$25K ﹤0.01% 1939
2020
Q2 		$258K Buy
+4,886
New +$247K ﹤0.01% 2056

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Wellington Management Group
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1WCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return