Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$21.65avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($454K), PNC Financial Services Group, Inc. ($49K) 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 72 shares sold, net −72 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $454K |
| PNC Financial Services Group, Inc. | — | Reduce -3.1% | 2,268 | $49K |
| United Community Bank | — | No change | 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.