Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders −2
0new positions
2sold out
$20.50avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($430K), PNC Financial Services Group, Inc. ($34K) and Boyd Watterson Asset Management LLC ($3K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $18K |
All 13F filers, Q2 2025 → Q3 2025: 1,092 shares sold, net −1,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $430K |
| PNC Financial Services Group, Inc. | — | Reduce -7.8% | 1,677 | $34K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| Lanark Financial, Inc. | — | No change | 92 | $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.