Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$19.84avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($416K), PNC Financial Services Group, Inc. ($46K) and United Community Bank ($12K).
- Company
- Truist Financial Corp. (tfc 4.75 Perp R)
- CUSIP
- 89832Q695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 154 shares bought, net +154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $416K |
| PNC Financial Services Group, Inc. | — | Add +7.0% | 2,340 | $46K |
| United Community Bank | — | No change | 600 | $12K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $2K |
"% 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.