Truist Financial
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Truist Financial’s Clear Secure YOU Stock Holding History

Truist Financial’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Buy
17,245
+3,762
+28% +$150K ﹤0.01% 1803
2025
Q4 		$473K Buy
13,483
+1,248
+10% +$42.5K ﹤0.01% 2069
2025
Q3 		$408K Sell
12,235
-2,863
-19% -$94.9K ﹤0.01% 2143
2025
Q2 		$419K Sell
15,098
-486
-3% -$12.4K ﹤0.01% 2037
2025
Q1 		$404K Sell
15,584
-3,504
-18% -$87.1K ﹤0.01% 1986
2024
Q4 		$509K Sell
19,088
-2,898
-13% -$87.5K ﹤0.01% 1866
2024
Q3 		$729K Sell
21,986
-7,075
-24% -$182K ﹤0.01% 1679
2024
Q2 		$544K Buy
29,061
+582
+2% +$10.5K ﹤0.01% 1924
2024
Q1 		$606K Buy
+28,479
New +$566K ﹤0.01% 1862
2022
Q2 		– Sell
-14,922
Closed -$401K – 2795
2022
Q1 		$401K Buy
14,922
+5,408
+57% +$134K ﹤0.01% 2124
2021
Q4 		$299K Buy
+9,514
New +$351K ﹤0.01% 2364

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return