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Disclosery

TFC TRUIST FINL CORP

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Stock (common), issuer CIK 92230

1,531 managers (1,561 13F filers) reported a position in TFC shares at 2025-03-31, 976,533,977 shares in all. 96 filers opened a position and 107 filers sold out during the quarter.

Managers
1,531
13F filers
1,561
New
96
Added
630
Reduced
600
Sold out
107
Shares held by filers
976,533,977

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AllSquare Wealth Management LLC513$21.1K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.500$20.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…498$20.5K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC493$20.3K0.01%new13F-HRTimeline
Global Financial Private Client, LLC477$19.6K0.01%+4213F-HRTimeline
Centricity Wealth Management, LLC456$18.8K0.02%+2513F-HRTimeline
N.E.W. Advisory Services LLC443$18.2K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC427$17.6K<0.01%013F-HRTimeline
TD Capital Management LLC423$17.4K<0.01%+39713F-HRTimeline
Stone House Investment Management, LLC417$17.2K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC413$17K0.01%+313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC411$16.9K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …403$16.6K<0.01%-43413F-HRTimelineGroup
FSC Wealth Advisors, LLC396$16.3K0.01%+413F-HRTimeline
Fairman Group, LLC374$16.1K0.01%-1813F-HRTimeline
MONETARY MANAGEMENT GROUP INC388$16K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC381$15.7K<0.01%+5713F-HRTimeline
High Note Wealth, LLC378$15.6K<0.01%+513F-HRTimeline
Lowe Wealth Advisors, LLC377$15.5K0.01%013F-HRTimeline
Aspect Partners, LLC375$15.4K0.01%013F-HRTimeline
STEPH & CO374$15.4K0.01%+9413F-HRTimeline
Richard W. Paul & Associates, LLC374$15.4K0.01%-713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.372$15.3K0.01%013F-HRTimeline
Hanson & Doremus Investment Management356$15K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC362$14.9K0.01%+2213F-HRTimeline
Piscataqua Savings Bank360$14.8K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC348$14.3K<0.01%+12613F-HRTimeline
Rialto Wealth Management, LLC345$14.2K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC320$13.9K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.330$13.6K<0.01%+2913F-HRTimeline
Orion Capital Management LLC324$13.3K0.01%+10913F-HRTimeline
Solstein Capital, LLC311$12.8K0.01%013F-HRTimeline
Crewe Advisors LLC306$12.6K<0.01%013F-HRTimeline
2UniFi Bank270$12.5K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA300$12.3K<0.01%-2313F-HRTimeline
Coastline Trust Co300$12.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Olistico Wealth, LLC300$12.3K0.01%013F-HRTimeline
SJS Investment Consulting Inc.291$12K<0.01%+2513F-HRTimeline
ALBION FINANCIAL GROUP /UT281$11.6K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC281$11.6K<0.01%new13F-HRTimeline
Bangor Savings Bank275$11.3K<0.01%-29113F-HRTimeline
CBIZ Investment Advisory Services, LLC259$10.6K<0.01%+8213F-HR/ATimeline
WPG Advisers, LLC253$10.4K0.01%+9113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC248$10.2K<0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd236$9.71K<0.01%-50513F-HR/ATimeline
Mowery & Schoenfeld Wealth Management, …226$9.28K0.02%-2813F-HRTimeline
ATWOOD & PALMER INC225$9.26K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC216$8.89K<0.01%new13F-HRTimeline
Security National Bank215$8.85K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc213$8.77K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC203$8.35K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.200$8.23K<0.01%-14213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC198$8.15K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC195$8.03K0.01%013F-HRTimeline
Avion Wealth188$8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC191$7.86K<0.01%-3513F-HRTimeline
PSI Advisors, LLC188$7.74K<0.01%013F-HRTimeline
Fairway Wealth LLC185$7.61K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC180$7.41K<0.01%-59013F-HRTimeline
Key Financial Inc174$7.16K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC173$7.12K<0.01%-5613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168$6.91K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC165$6.79K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…155$6.38K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC150$6.17K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC150$6.17K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.166$6K<0.01%+6013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.137$6K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL141$5.79K<0.01%+213F-HRTimeline
Park Square Financial Group, LLC136$5.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC134$5.52K<0.01%-8413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC129$5.31K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc125$5.14K<0.01%new13F-HRTimeline
True Wealth Design, LLC122$5K<0.01%-1,11013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC125$5K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/120$4.94K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC120$4.92K<0.01%new13F-HRTimeline
Ridgewood Investments LLC108$4.44K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.106$4.36K<0.01%013F-HRTimeline
FSA Wealth Management LLC105$4.32K<0.01%+4313F-HRTimeline
Bernard Wealth Management Corp.102$4.2K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC102$4.2K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.100$4.12K<0.01%+3113F-HRTimeline
Pineridge Advisors LLC100$4.12K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC94$4.08K<0.01%013F-HRTimeline
North Capital, Inc.99$4.07K<0.01%13F-HRTimeline
Coston, McIsaac & Partners114$4K<0.01%013F-HRTimeline
NVWM, LLC95$3.92K<0.01%+213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…94$3.91K<0.01%-33613F-HRTimeline
Cornerstone Planning Group LLC104$3.86K<0.01%-1113F-HRTimeline
DT Investment Partners, LLC88$3.62K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC88$3.62K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…85$3.5K0.01%13F-HRTimeline
Clark Wealth Partners82$3.37K<0.01%-213F-HRTimeline
Cherry Tree Wealth Management, LLC78$3.21K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co77$3.17K<0.01%-10013F-HRTimeline
Trifecta Capital Advisors, LLC76$3.13K<0.01%013F-HRTimeline
TFC Financial Management, Inc.70$2.88K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC69$2.84K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.64$2.62K<0.01%013F-HRTimeline
Transce3nd, LLC62$2.54K<0.01%-18413F-HRTimeline
Spectrum Wealth Counsel, LLC60$2.48K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC59$2.43K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$2.43K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC58$2.39K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC57$2.35K<0.01%+2213F-HRTimeline
Core Alternative Capital50$2.06K<0.01%-5413F-HRTimeline
WealthTrak Capital Management LLC45$1.85K<0.01%+3513F-HRTimeline
Delta Accumulation, LLC39$1.67K0.01%-15,30013F-HRTimeline
WINNACLE WEALTH LLC41$1.65K<0.01%+1413F-HRTimeline
WestEnd Advisors, LLC38$1.56K<0.01%+2513F-HRTimeline
Quest 10 Wealth Builders, Inc.34$1.41K<0.01%-1,40913F-HRTimeline
ORG Partners LLC32$1.31K<0.01%-12213F-HRTimeline
Financial Network Wealth Advisors LLC26$1.07K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC18$740<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.17$700<0.01%+413F-HRTimeline
Bear Mountain Capital, Inc.18$682<0.01%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC15$623<0.01%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …15$617<0.01%new13F-HR/ATimelineGroup
HFM Investment Advisors, LLC14$577<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC15$570<0.01%-1313F-HRTimeline
Dogwood Wealth Management LLC13$535<0.01%new13F-HRTimeline
Greenline Partners, LLC11$453<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$412<0.01%013F-HRTimeline
West Branch Capital LLC7$289<0.01%013F-HRTimeline
GoalVest Advisory LLC7$288<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25,91913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,608$510+2,96313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
CURIO WEALTH, LLC2$131K-1,03513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.