Skip to content

TFC TRUIST FINL CORP

Follow

Stock (common), issuer CIK 92230

1,665 managers (1,707 13F filers) reported a position in TFC shares at 2026-06-30, 940,594,614 shares in all. 152 filers opened a position and 97 filers sold out during the quarter.

Managers
1,665
13F filers
1,707
New
152
Added
632
Reduced
669
Sold out
97
Shares held by filers
940,594,614

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC125$6K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.115$5.73K<0.01%new13F-HRTimeline
Key Capital Management, INC112$5.58K<0.01%013F-HRTimeline
Highland Investment Advisors LLC111$5.53K<0.01%13F-HRTimeline
Strive Financial Group ,LLC111$5.53K<0.01%013F-HR/ATimeline
Synergy Investment Management, LLC110$5.48K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC109$5.43K<0.01%+7213F-HRTimeline
United Financial Planning Group LLC105$5.23K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…104$5K<0.01%-49013F-HRTimeline
Westend Capital Management, LLC100$4.98K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.100$4.98K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC98$4.9K<0.01%+113F-HRTimeline
NVWM, LLC97$4.83K<0.01%-5613F-HRTimeline
Mosley Wealth Management96$4.78K<0.01%+613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…94$4.73K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC89$4.48K<0.01%013F-HRTimeline
POM Investment Strategies, LLC89$4.43K0.01%-50013F-HRTimeline
DT Investment Partners, LLC88$4.38K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.88$4.38K<0.01%+1213F-HRTimeline
LifeSteps Financial, Inc.85$4.24K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…85$4.24K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC75$3.74K<0.01%+213F-HRTimeline
Fourth Dimension Wealth, LLC72$3.59K<0.01%new13F-HRTimeline
Burk Holdings LLC71$3.54K<0.01%013F-HRTimeline
Allied Private Wealth LLC70$3.52K<0.01%13F-HRTimeline
Daytona Street Capital LLC67$3.48K<0.01%-6713F-HRTimeline
Retirement Wealth Solutions LLC65$3.24K<0.01%-313F-HRTimeline
Lodestone Wealth Management LLC65$3.24K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC63$3.14K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC62$3.09K<0.01%+3113F-HRTimeline
Clark Wealth Partners62$3.09K<0.01%-213F-HRTimeline
Frazier Financial Advisors, LLC59$2.94K<0.01%-913F-HRTimeline
ABOUND FINANCIAL, LLC58$2.89K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC55$2.53K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.50$2.49K<0.01%013F-HRTimeline
TFC Financial Management, Inc.49$2.44K<0.01%+1813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC47$2.33K<0.01%-28,64513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …44$2.19K<0.01%13F-HRTimelineGroup
MidFirst Bank44$2.19K<0.01%+3513F-HRTimeline
WestEnd Advisors, LLC43$2.14K<0.01%+213F-HRTimeline
Aberdeen Wealth Management LLC40$1.99K<0.01%new13F-HRTimeline
Delta Accumulation, LLC39$1.94K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC36$1.79K<0.01%-713F-HRTimeline
1015 Capital Partners, LLC35$1.74K<0.01%+313F-HRTimeline
Davis Capital Management31$1.54K<0.01%+1913F-HRTimeline
Kings Path Partners LLC31$1.54K<0.01%+613F-HRTimeline
Phillip James Consulting Co.26$1.29K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.24$1.2K<0.01%-2113F-HRTimelineGroup
NorthAvenue LLC21$1.05K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP12$1K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.20$997<0.01%013F-HRTimeline
DecisionPoint Financial, LLC14$713<0.01%new13F-HRTimeline
Seneschal Advisors, LLC14$698<0.01%+213F-HRTimeline
Signature Resources Capital Management,…12$598<0.01%new13F-HRTimeline
Breakwater Investment Management11$549<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$499<0.01%013F-HRTimeline
Downshift Financial, LLC10$498<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…8$399<0.01%new13F-HRTimeline
West Branch Capital LLC7$349<0.01%013F-HRTimeline
Operose Advisors LLC7$349<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.6$299<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC5$249<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.4$199<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$100<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,712$454+6413F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.