Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$18.47avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($387K), Kelleher Financial Advisors ($113K) and First Command Advisory Services, Inc. ($38K).
- Company
- Truist Financial Corp. (tfc 4.75 Perp R)
- Filed as
- TFC 4 3/4 PERP (Q2 2026)
- CUSIP
- 89832Q695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 7,433 shares bought, net +7,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $387K |
| Kelleher Financial Advisors | — | Add +2505.5% | 6,123 | $113K |
| First Command Advisory Services, Inc. | — | Add +220.8% | 2,079 | $38K |
| PNC Financial Services Group, Inc. | — | Add +10.0% | 1,257 | $23K |
"% of holder's portfolio" is TRUIST FINANCIAL CORP (TFC 4.75 PERP R)'s weight in each manager's 13F, not the share of Truist Financial Corp. (tfc 4.75 Perp R) the manager owns.