Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders +1
1new positions
0sold out
$19.30avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($405K), PNC Financial Services Group, Inc. ($49K) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 605 shares bought, net +605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $405K |
| PNC Financial Services Group, Inc. | — | Add +11.2% | 2,523 | $49K |
| United Community Bank | — | No change | 600 | $12K |
| 1620 Investment Advisors, Inc. | — | New | 350 | $7K |
| 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.