Bridgewater Associates (Ray Dalio) — TFC Trade History
Quarter-by-quarter changes in the TRUIST FINL CORP position · CUSIP 89832Q109
Currently held · 1.3 YearsFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 1,078,721 | 347,066 | +47.4% | $53.7M | 0.22% |
| 2026 Q1 | 2026-05-15 | Reduce | 731,655 | -158,287 | -17.8% | $33.6M | 0.15% |
| 2025 Q4 | 2026-02-13 | Add | 889,942 | 157,422 | +21.5% | $43.8M | 0.16% |
| 2025 Q3 | 2025-11-13 | Add | 732,520 | 515,936 | +238.2% | $33.5M | 0.13% |
| 2025 Q2 | 2025-08-13 | New | 216,584 | 216,584 | — | $9.3M | 0.04% |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | Sold out | — | -90,614 | -100.0% | — | — |
| 2024 Q1 | 2024-05-14 | New | 90,614 | 90,614 | — | $3.5M | 0.02% |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | Sold out | — | -560,962 | -100.0% | — | — |
| 2022 Q4 | 2023-02-13 | Add | 560,962 | 246,492 | +78.4% | $24.1M | 0.13% |
| 2022 Q3 | 2022-11-10 | Reduce | 314,470 | -46,441 | -12.9% | $13.7M | 0.07% |
| 2022 Q2 | 2022-08-11 | Add | 360,911 | 86,146 | +31.4% | $17.1M | 0.07% |
| 2022 Q1 | 2022-05-13 | Add | 274,765 | 36,607 | +15.4% | $15.6M | 0.06% |
| 2021 Q4 | 2022-02-14 | Reduce | 238,158 | -289,302 | -54.8% | $13.9M | 0.08% |
| 2021 Q3 | 2021-11-12 | Add | 527,460 | 70,091 | +15.3% | $30.9M | 0.17% |
| 2021 Q2 | 2021-08-13 | Add | 457,369 | 38,116 | +9.1% | $25.4M | 0.16% |
| 2021 Q1 | 2021-05-14 | Add | 419,253 | 243,069 | +138.0% | $24.5M | 0.22% |
| 2020 Q4 | 2021-02-12 | New | 176,184 | 176,184 | — | $8.4M | 0.07% |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | Sold out | — | -158,273 | -100.0% | — | — |
| 2019 Q4 | 2020-02-13 | New | 158,273 | 158,273 | — | $8.9M | 0.09% |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-08-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-13 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.