Truist Financial
U icon

Truist Financial’s Unity U Stock Holding History

Truist Financial’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$680K Sell
23,784
-46,831
-66% -$1.25M ﹤0.01% 2005
2026
Q1 		$1.55M Buy
70,615
+56,503
+400% +$1.57M ﹤0.01% 1473
2025
Q4 		$623K Buy
14,112
+7,302
+107% +$298K ﹤0.01% 1915
2025
Q3 		$273K Buy
+6,810
New +$253K ﹤0.01% 2378
2024
Q1 		– Sell
-135,942
Closed -$5.56M – 2740
2023
Q4 		$5.56M Sell
135,942
-4,043
-3% -$125K 0.01% 835
2023
Q3 		$4.39M Sell
139,985
-15,535
-10% -$598K 0.01% 883
2023
Q2 		$6.75M Buy
155,520
+10,516
+7% +$337K 0.01% 725
2023
Q1 		$4.7M Buy
145,004
+1,533
+1% +$49.3K 0.01% 849
2022
Q4 		$4.1M Sell
143,471
-24,811
-15% -$777K 0.01% 888
2022
Q3 		$5.36M Buy
168,282
+38,012
+29% +$1.56M 0.01% 757
2022
Q2 		$4.8M Buy
130,270
+27,614
+27% +$1.57M 0.01% 814
2022
Q1 		$10.2M Buy
102,656
+5,745
+6% +$595K 0.02% 630
2021
Q4 		$13.9M Sell
96,911
-3,522
-4% -$538K 0.02% 538
2021
Q3 		$12.7M Buy
100,433
+1,970
+2% +$233K 0.02% 556
2021
Q2 		$10.8M Buy
98,463
+7,544
+8% +$741K 0.02% 605
2021
Q1 		$9.12M Buy
90,919
+89,086
+4,860% +$11M 0.02% 624
2020
Q4 		$281K Buy
+1,833
New +$223K ﹤0.01% 2196

Other funds holding U

BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Truist Financial's U Position: Q2 2026 in Review

Truist Financial reduced its Unity (U) stake by 66% in Q2 2026, selling an estimated $1.25M and leaving 23,784 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Truist Financial first reported a position in U in Q4 2020 and has held it in 17 quarters since. The position peaked at $13.9M in Q4 2021. 209 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Truist Financial held 23,784 shares of Unity worth $680K as of Q2 2026.
  • Truist Financial sold 46,831 Unity shares in Q2 2026, an estimated $1.25M.
  • Unity made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2005 holding.
  • Truist Financial first reported a position in Unity in Q4 2020 and has held it in 17 quarters since.
  • Truist Financial's Unity position peaked at $13.9M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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