Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible

13F holders, Q1 2024 (March 31)
4holders
$21.32avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($447K), PNC Financial Services Group, Inc. ($47K) and United Community Bank ($13K).

Company
Truist Financial Corp. (tfc 4.75 Perp R)
CUSIP
89832Q695
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$13K
Exits0$0

Ownership 4 holders

Ethos Financial Group, LLC — No change 20,971 $447K
PNC Financial Services Group, Inc. — Reduce -2.0% 2,186 $47K
United Community Bank — New 600 $13K
Boyd Watterson Asset Management LLC — No change 125 $3K

"% 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.