Truist Financial
ZWS icon

Truist Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Truist Financial’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.13M Sell
121,411
-13,074
-10% -$639K 0.01% 817
2026
Q1 		$6.03M Sell
134,485
-4,684
-3% -$224K 0.01% 783
2025
Q4 		$6.47M Sell
139,169
-13,915
-9% -$653K 0.01% 753
2025
Q3 		$7.2M Sell
153,084
-747
-0.5% -$32.2K 0.01% 729
2025
Q2 		$5.63M Sell
153,831
-4,120
-3% -$142K 0.01% 799
2025
Q1 		$5.21M Sell
157,951
-9,101
-5% -$328K 0.01% 817
2024
Q4 		$6.23M Sell
167,052
-2,121
-1% -$80.9K 0.01% 742
2024
Q3 		$6.08M Sell
169,173
-15,874
-9% -$502K 0.01% 756
2024
Q2 		$5.44M Sell
185,047
-17,821
-9% -$561K 0.01% 829
2024
Q1 		$6.79M Buy
202,868
+12,184
+6% +$375K 0.01% 767
2023
Q4 		$5.61M Buy
+190,684
New +$5.4M 0.01% 831
2022
Q3 		– Sell
-17,818
Closed -$485K – 2690
2022
Q2 		$485K Sell
17,818
-1,612
-8% -$48.9K ﹤0.01% 1924
2022
Q1 		$688K Sell
19,430
-5,814
-23% -$193K ﹤0.01% 1810
2021
Q4 		$919K Sell
25,244
-14,599
-37% -$526K ﹤0.01% 1679
2021
Q3 		$1.23M Buy
39,843
+15,714
+65% +$440K ﹤0.01% 1490
2021
Q2 		$582K Buy
24,129
+2,252
+10% +$54.1K ﹤0.01% 1958
2021
Q1 		$496K Buy
21,877
+2,568
+13% +$55.2K ﹤0.01% 1969
2020
Q4 		$367K Buy
19,309
+3,203
+20% +$54.9K ﹤0.01% 2030
2020
Q3 		$231K Buy
+16,106
New +$230K ﹤0.01% 2182

Other funds holding ZWS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Truist Financial's ZWS Position: Q2 2026 in Review

Truist Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 9.7% in Q2 2026, selling an estimated $639K and leaving 121,411 shares worth $6.13M. The position accounts for 0.01% of the portfolio, ranked #817.

Truist Financial first reported a position in ZWS in Q3 2020 and has held it in 19 quarters since. The position peaked at $7.2M in Q3 2025. 132 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Truist Financial held 121,411 shares of Zurn Elkay Water Solutions worth $6.13M as of Q2 2026.
  • Truist Financial sold 13,074 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $639K.
  • Zurn Elkay Water Solutions made up 0.01% of Truist Financial's portfolio in Q2 2026, its #817 holding.
  • Truist Financial first reported a position in Zurn Elkay Water Solutions in Q3 2020 and has held it in 19 quarters since.
  • Truist Financial's Zurn Elkay Water Solutions position peaked at $7.2M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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