Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders −1
1new positions
2sold out
$18.13avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($380K), PNC Financial Services Group, Inc. ($21K) and First Command Advisory Services, Inc. ($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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 2 | $4K |
All 13F filers, Q4 2025 → Q1 2026: 648 shares bought and 6,131 shares sold, net −5,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $380K |
| PNC Financial Services Group, Inc. | — | Reduce -23.0% | 1,143 | $21K |
| First Command Advisory Services, Inc. | — | New | 648 | $12K |
| Kelleher Financial Advisors | — | Reduce -96.0% | 235 | $4K |
"% 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.