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Disclosery

TFC TRUIST FINL CORP

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Stock (common), issuer CIK 92230

1,545 managers (1,573 13F filers) reported a position in TFC shares at 2024-12-31, 969,583,437 shares in all. 94 filers opened a position and 87 filers sold out during the quarter.

Managers
1,545
13F filers
1,573
New
94
Added
589
Reduced
599
Sold out
87
Shares held by filers
969,583,437

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Waldron Private Wealth LLC9,927$431K0.02%-11113F-HRTimeline
Jaffetilchin Investment Partners, LLC9,863$428K0.03%+9,09913F-HRTimeline
HBK Sorce Advisory LLC9,834$427K0.01%+1,97013F-HRTimeline
WealthTrust Axiom LLC9,811$426K0.13%-13313F-HRTimeline
SHELL ASSET MANAGEMENT CO9,798$425K0.02%+14213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group9,772$424K0.05%-41413F-HRTimelineGroup
Southeast Asset Advisors, LLC9,765$424K0.05%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co9,744$423K0.03%+1,06913F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,721$421K0.08%+60413F-HRTimeline
Trivium Point Advisory, LLC9,630$418K0.05%+2,83813F-HRTimeline
GARDNER RUSSO & QUINN LLC9,617$417K<0.01%+7113F-HRTimeline
Catalyst Funds Management Pty Ltd9,600$416K0.1%new13F-HRTimeline
Wealthspire Retirement, LLC9,600$416K0.03%+1013F-HRTimeline
Manske Wealth Management9,599$416K0.17%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,493$412K0.03%+9613F-HRTimeline
5T Wealth, LLC9,425$409K0.22%13F-HRTimeline
OUTFITTERS FINANCIAL LLC9,386$407K0.33%-3,74513F-HRTimeline
Parkside Financial Bank & Trust9,383$407K0.05%-54613F-HRTimeline
Smith Salley Wealth Management9,332$405K0.03%-41113F-HRTimeline
FIDUCIENT ADVISORS LLC9,315$404K0.05%+40013F-HRTimeline
Rede Wealth, LLC9,282$403K0.15%-2613F-HRTimeline
MTM Investment Management, LLC9,230$400K0.15%+1413F-HRTimeline
Summit Asset Management, LLC9,207$399K0.07%+1513F-HRTimeline
Pettee Investors, Inc.9,195$399K0.2%-47013F-HRTimeline
Sage Investment Counsel LLC9,182$398K0.52%13F-HRTimeline
Pallas Capital Advisors LLC9,161$397K0.02%+2213F-HRTimeline
PARTHENON LLC9,155$397K0.05%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,148$397K0.16%-89213F-HRTimeline
ASPIRIANT, LLC9,143$397K0.01%+1113F-HRTimeline
EVERETT HARRIS & CO /CA/9,133$396K0.01%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC9,127$396K0.02%+2113F-HRTimeline
Keudell/Morrison Wealth Management9,117$395K0.1%-1,27013F-HRTimeline
Continuum Advisory, LLC9,084$394K0.05%+98013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC9,077$394K0.08%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC9,065$393K0.08%-1,62613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC9,051$393K0.01%new13F-HRTimelineGroup
CNB Bank9,044$392K0.18%-1,97413F-HRTimeline
Hayek Kallen Investment Management9,047$392K0.14%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC9,013$391K0.24%13F-HRTimeline
Clark Capital Management Group, Inc.9,001$390K<0.01%+52913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,948$388K0.01%-32313F-HRTimeline
HHM Wealth Advisors, LLC8,928$387K0.05%+9513F-HRTimeline
DRW Securities, LLC8,917$387K0.03%-113,39513F-HRTimeline
Howard Capital Management, LLC8,815$382K0.01%+45413F-HRTimeline
Malaga Cove Capital, LLC8,796$382K0.15%-11013F-HRTimeline
Quantessence Capital LLC8,766$380K0.16%13F-HRTimeline
International Private Wealth Advisors L…8,761$380K0.38%+15413F-HRTimeline
Ellevest, Inc.8,746$379K0.02%-1,22513F-HRTimeline
Hardy Reed LLC8,742$379K0.03%+2,98013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,735$379K0.02%-5,31013F-HRTimeline
Selective Wealth Management, Inc.8,545$375K0.15%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,749$374K0.02%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…8,512$369K0.03%-14313F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC8,507$369K0.35%-40213F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,490$368K0.01%+1,74713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…8,485$368K0.04%+70013F-HRTimeline
MainStreet Investment Advisors LLC8,481$368K0.05%-39513F-HRTimeline
Eagle Strategies LLC8,457$367K0.06%-4813F-HRTimeline
Colonial River Investments, LLC8,447$366K0.18%-5413F-HRTimeline
Fisher Asset Management, LLC8,431$366K<0.01%+43613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,415$365K0.03%+31713F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP8,397$364K0.02%013F-HRTimelineGroup
NWAM LLC8,395$364K0.02%+26313F-HRTimeline
TI-TRUST, INC8,330$361K0.24%013F-HRTimeline
Cypress Wealth Services, LLC8,322$361K0.07%-9413F-HRTimeline
CX Institutional8,306$360K0.01%-42813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC8,231$357K0.1%+3113F-HRTimeline
Dorsey & Whitney Trust CO LLC8,222$357K0.02%-4,27513F-HRTimeline
IFP Advisors, Inc8,220$357K0.01%+1,21113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …8,208$356K0.08%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,198$356K0.1%13F-HRTimeline
Abacus Planning Group, Inc.8,168$354K0.06%013F-HRTimeline
New Hampshire Trust8,143$353K0.07%+14613F-HRTimeline
Institute for Wealth Management, LLC.8,134$353K0.04%013F-HRTimeline
Ballew Advisors, Inc8,159$352K0.22%-1,05913F-HRTimeline
Sterling Capital Management LLC8,079$350K<0.01%-2,01313F-HRTimeline
Formidable Asset Management, LLC8,077$350K0.06%013F-HRTimeline
Total Wealth Planning & Management, Inc.8,036$349K0.34%13F-HRTimeline
NOVUS ADVISORS, LLC8,035$349K0.35%13F-HRTimeline
Centiva Capital, LP8,017$348K0.01%-16,71713F-HRTimeline
Compagnie Lombard Odier SCmA8,000$347K0.01%013F-HRTimeline
Alpha Wealth Funds, LLC8,000$347K0.36%13F-HRTimeline
SCOTIA CAPITAL INC.7,953$345K<0.01%+1913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,871$341K0.04%+1,21313F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL7,856$341K0.13%013F-HRTimeline
ForthRight Wealth Management, LLC7,802$338K0.11%-1,65813F-HRTimeline
MBL Wealth, LLC7,740$336K0.03%+48313F-HRTimeline
1ST SOURCE BANK7,735$336K0.02%+1,27213F-HRTimeline
Hill Investment Group Partners, LLC7,734$336K0.04%+13913F-HRTimeline
Aaron Wealth Advisors LLC7,712$335K0.04%+22713F-HRTimeline
Aldebaran Financial Inc.7,711$334K0.39%+62313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,688$334K0.14%013F-HRTimeline
Chancellor Financial Group WB LP7,577$329K0.26%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,508$326K0.06%+9413F-HRTimeline
Haverford Trust Co7,489$325K<0.01%-5,14013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,489$325K0.03%-4,46913F-HR/ATimeline
Park Place Capital Corp7,477$324K0.09%-3,00313F-HRTimeline
Whipplewood Advisors, LLC7,451$323K0.18%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,428$322K0.01%-6,40413F-HRTimelineGroup
Stone Summit Wealth LLC7,400$321K0.11%013F-HRTimeline
HUB Investment Partners, LLC7,391$321K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,370$320K0.01%new13F-HRTimeline
Arax Advisory Partners7,363$319K0.02%+3,80113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.7,361$319K<0.01%+1,82213F-HRTimelineGroup
Beverly Hills Private Wealth, LLC7,328$318K0.06%-22913F-HRTimeline
LifeWealth Investments, LLC7,323$318K0.21%13F-HRTimeline
Hexagon Capital Partners LLC7,309$317K0.06%-1013F-HRTimeline
tru Independence LLC7,309$317K0.1%+4613F-HRTimeline
Aegis Wealth Management LLC7,277$316K0.21%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC7,267$315K0.34%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,231$314K0.01%+30513F-HR/ATimeline
NORTHSTAR ASSET MANAGEMENT Co7,193$312K0.07%013F-HRTimeline
Ascent Wealth Partners, LLC7,119$309K0.04%-31913F-HRTimeline
Paragon Capital Management Ltd7,111$308K0.06%-8813F-HRTimeline
Select Asset Management & Trust7,097$308K0.12%013F-HRTimeline
Aprio Wealth Management, LLC7,086$307K0.04%+30013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…7,042$305K0.32%+2513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …7,015$304K0.01%new13F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.7,002$304K0.04%+1,32413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,000$304K0.01%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,998$304K0.09%new13F-HRTimeline
Convergence Financial, LLC6,962$302K0.06%-32113F-HRTimeline
Biltmore Family Office, LLC6,950$301K0.05%013F-HRTimeline
Empower Advisory Group, LLC6,942$301K<0.01%+1,09313F-HRTimeline
Accurate Wealth Management, LLC6,994$299K0.06%-1,17113F-HRTimeline
CAPITAL CITY TRUST CO/FL6,857$297K0.07%013F-HRTimeline
Sugarloaf Wealth Management, LLC6,848$297K0.06%+1,29813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,846$297K0.06%+2913F-HRTimeline
Fonville Wealth Management LLC6,841$297K0.1%-87313F-HRTimeline
Keystone Financial Group6,798$296K0.03%+2213F-HRTimeline
SAPIENT CAPITAL LLC6,768$294K0.01%013F-HRTimeline
Graypoint LLC6,745$293K0.02%+55013F-HRTimeline
Meridian Financial Partners LLC6,721$292K0.15%+18913F-HRTimeline
Nilsine Partners, LLC6,701$291K0.03%+1,32513F-HRTimeline
Heartwood Wealth Advisors LLC6,698$291K0.03%013F-HRTimeline
Cambria Investment Management, L.P.6,678$290K0.02%new13F-HRTimeline
Cornerstone Management, Inc.6,678$290K0.06%+74013F-HRTimeline
Eisler Capital Management Ltd.6,671$289K0.01%13F-HRTimeline
Wagner Wealth Management, LLC6,658$289K0.07%-4513F-HRTimeline
ARS Wealth Advisors Group, LLC6,650$288K0.04%+32213F-HRTimeline
Councilmark Asset Management, LLC6,650$288K0.19%013F-HRTimeline
HEADINVEST, LLC6,631$288K0.05%-2,62213F-HRTimeline
1776 Wealth LLC6,600$286K0.13%-3,90013F-HRTimeline
Secure Asset Management, LLC6,572$285K0.04%-17313F-HRTimeline
Peachtree Investment Partners, LLC6,554$284K0.11%-17513F-HRTimeline
Geller Advisors LLC6,553$284K0.02%+15613F-HRTimeline
Quotient Wealth Partners, LLC6,528$283K0.01%-22313F-HRTimeline
Canton Hathaway, LLC6,516$283K0.07%013F-HRTimeline
Family Legacy, Inc.6,433$283K0.1%013F-HRTimeline
Timonier Family Office, LTD.6,492$282K0.14%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kovack Advisors, Inc.6,468$281K0.03%-32713F-HRTimeline
WBH ADVISORY INC6,395$277K0.03%-72913F-HRTimeline
CONNING INC.in group CONNING INC.6,362$276K0.01%-1,31013F-HRTimelineGroup
Bristlecone Advisors, LLC6,338$275K0.02%-2,10113F-HRTimeline
Integrated Advisors Network LLC6,316$274K0.01%+29113F-HRTimeline
Grove Bank & Trust6,311$274K0.04%+86813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,301$273K0.02%-6113F-HRTimeline
Avestar Capital, LLC6,299$273K0.02%+25013F-HRTimeline
Avior Wealth Management, LLC6,289$273K0.01%+1,85513F-HRTimeline
Stonegate Investment Group, LLC6,277$272K0.01%+1,47313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC6,246$271K0.2%+113F-HRTimeline
RiverFront Investment Group, LLC6,223$270K0.01%+11013F-HRTimeline
Cassady Schiller Wealth Management, LLC6,222$270K0.1%+5013F-HRTimeline
Phillips Wealth Planners LLC6,305$270K0.27%-3813F-HRTimeline
LifePlan Financial, LLC6,200$269K0.24%-27713F-HRTimeline
Rakuten Securities, Inc.6,185$268K0.11%-33613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,180$268K0.11%-37213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.6,163$267K0.2%-12413F-HRTimeline
Sunpointe, LLC6,162$267K0.13%+4913F-HRTimeline
FWG Holdings, LLC5,694$267K0.13%+23413F-HRTimeline
Capital Square, LLC5,663$266K0.15%+5313F-HRTimeline
Altrius Capital Management Inc6,127$266K0.07%+113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,124$266K0.05%-2,71513F-HRTimelineGroup
United Community Bankin group United Community Bank6,103$265K0.1%-22513F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC6,102$265K0.13%-13013F-HRTimeline
GeoWealth Management, LLC6,079$264K0.01%-28813F-HRTimeline
FDx Advisors, Inc.6,065$263K0.08%-36113F-HRTimeline
DAVIS R M INC6,036$262K0.01%+1,03813F-HRTimeline
Avantra Family Wealth, Inc.6,035$262K0.24%13F-HRTimeline
Main Street Financial Solutions, LLC5,996$260K0.03%-15613F-HRTimeline
CVA Family Office, LLC5,964$259K0.04%+34813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,955$258K0.04%013F-HRTimeline
Frederick Financial Consultants, LLC5,951$258K0.21%13F-HRTimeline
Curi Capital, LLC5,947$258K0.01%+213F-HRTimeline
Strategic Wealth Investment Group, LLC5,941$258K0.03%-6313F-HR/ATimeline
Everstar Asset Management, LLC5,920$257K0.18%new13F-HRTimeline
Lantz Financial LLC5,916$257K0.07%+18413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,912$256K0.01%013F-HRTimeline
Generali Asset Management SPA SGR5,895$256K0.01%13F-HR/ATimeline
Rock Point Advisors, LLC5,875$255K0.07%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5,836$254K0.03%-8013F-HRTimelineGroup
FARMERS TRUST CO5,834$253K0.05%-55013F-HRTimeline
Oslo Pensjonsforsikring AS5,829$253K0.04%+5,19213F-HRTimeline
D'Orazio & Associates, Inc.5,816$252K0.04%+3613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,814$252K0.01%+1,21613F-HRTimelineGroup
Lindbrook Capital, LLC5,780$251K0.02%+6813F-HRTimeline
WADDELL & ASSOCIATES, LLC5,775$251K0.03%+2413F-HR/ATimeline
CALTON & ASSOCIATES, INC.5,771$250K0.11%-413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,762$250K<0.01%+14913F-HRTimelineGroup
Baron Wealth Management LLC5,727$248K0.12%-613F-HRTimeline