Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Truist Financial Corp. (TFC)
← All TFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 0.14 $46.33–55.66 · VW $52.24i SEC
2019   Q2 1,288,869 0.14 Reduce 0.44% <0.01 $44.98–52.03 · VW $48.22i $26,796,000 SEC
2019   Q1 1,294,537 0.15 Reduce 4.04% <0.01 $44.51–52.45 · VW $47.90i $26,784,000 SEC
2018   Q4 1,349,035 0.15 Reduce 2.31% <0.01 $40.68–52.08 · VW $47.91i $26,293,000 SEC
2018   Q3 1,380,869 0.16 Reduce 1.24% <0.01 $45.93–52.58 · VW $49.87i $32,878,000 SEC
2018   Q2 1,398,166 0.17 Add 1.56% <0.01 $49.71–54.96 · VW $52.11i $34,423,000 SEC
2018   Q1 1,376,728 0.16 Reduce 4.43% <0.01 $50.13–56.31 · VW $52.98i $31,403,000 SEC
2017   Q4 1,440,506 0.14 Reduce 6.70% <0.01 $48.21–56.19 · VW $52.92i $29,530,000 SEC
2017   Q3 1,543,959 0.14 Reduce 7.57% 0.01 $43.03–50.12 · VW $47.52i $26,309,000 SEC
2017   Q2 1,670,379 0.15 Add 1.85% <0.01 $41.46–48.90 · VW $45.48i $26,626,000 SEC
2017   Q1 1,640,076 0.16 Reduce 1.04% <0.01 $41.17–49.88 · VW $44.23i $27,914,000 SEC
2016   Q4 1,657,332 0.20 Reduce 19.40% 0.05 $44.81–48.53 · VW $47.19i $33,329,000 SEC
2016   Q3 2,056,146 0.25 Add 1.61% <0.01 $36.80–45.31 · VW $42.45i $40,923,000 SEC
2016   Q2 2,023,552 0.23 Add 31.35% 0.05 $32.85–38.51 · VW $36.62i $36,642,000 SEC
2016   Q1 1,540,587 0.12 Add 1.87% <0.01 $32.22–36.63 · VW $35.07i $18,888,000 SEC
2015   Q4 1,512,268 0.13 Reduce 0.07% <0.01 $29.95–39.28 · VW $33.80i $21,353,000 SEC
2015   Q3 1,513,318 0.15 Reduce 4.91% <0.01 $34.24–39.47 · VW $37.44i $22,942,000 SEC
2015   Q2 1,591,518 0.15 Reduce 13.90% 0.02 $34.76–41.90 · VW $37.86i $26,435,000 SEC
2015   Q1 1,848,459 0.16 Add 4.33% <0.01 $37.33–40.17 · VW $38.99i $29,058,000 SEC
2014   Q4 1,771,757 0.15 Reduce 4.25% <0.01 $34.95–39.69 · VW $37.56i $28,153,000 SEC
2014   Q3 1,850,357 0.16 Reduce 0.66% <0.01 $34.50–39.10 · VW $37.06i $28,736,000 SEC
2014   Q2 1,862,582 0.17 Reduce 2.90% <0.01 $35.86–40.21 · VW $37.80i $30,490,000 SEC
2014   Q1 1,918,296 0.19 Reduce 3.63% <0.01 $36.38–41.04 · VW $38.45i $31,959,000 SEC
2013   Q4 1,990,640 0.20 Add 0.31% <0.01 $34.06–39.34 · VW $37.07i $32,348,000 SEC
2013   Q3 1,984,540 0.19 Reduce 9.68% 0.02 $32.65–35.58 · VW $34.32i $28,339,000 SEC
2013   Q2 2,197,265 0.21 Reduce 3.53% <0.01 $32.10–36.59 · VW $34.22i $31,157,000 SEC
2013   Q1 2,277,662 0.24 Reduce 0.13% <0.01 $29.18–33.69 · VW $31.93i $34,074,000 SEC
2012   Q4 2,280,647 0.23 Reduce 1.60% <0.01 $27.52–31.36 · VW $29.75i $27,710,000 SEC
2012   Q3 2,317,797 0.24 Reduce 0.84% <0.01 $26.86–34.37 · VW $29.80i $27,674,000 SEC
2012   Q2 2,337,407 0.32 Reduce 4.15% 0.01 $27.40–32.73 · VW $30.56i $26,833,000 SEC
2012   Q1 2,438,674 0.30 Reduce 0.63% <0.01 $28.24–32.74 · VW $30.40i $28,996,000 SEC
2011   Q4 2,454,199 0.28 Add 13.10% 0.03 $22.62–30.40 · VW $27.42i $25,327,000 SEC
2011   Q3 2,169,850 0.24 Add 33.37% 0.06 $19.76–24.30 · VW $22.41i $19,876,000 SEC
2011   Q2 1,626,900 0.21 Add 901.02% 0.19 $18.92–27.42 · VW $22.88i $22,451,000 SEC
2011   Q1 162,525 0.02 Buy 0.02 $25.30–27.93 · VW $26.92i $2,578,000 SEC
Price snapshot:
Current price$51.95
52-week low$39.49
52-week high$55.06