UBS · TFC Holdings Trend
Truist Financial · SEC 13F
UBS Holdings of TFC by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 12.1M | $472M | — |
| 2024Q2 | 14.0M | $545M | +15.6% |
| 2024Q3 | 15.3M | $655M | +20.1% |
| 2024Q4 | 16.9M | $732M | +11.8% |
| 2025Q2 | 18.8M | $807M | +10.2% |
| 2025Q4 | 14.6M | $719M | -10.9% |
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Data source: SEC EDGAR Form 13F