Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$20.52avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($525K), Thompson Investment Management, Inc. ($41K) and First Command Advisory Services, Inc. ($26K).
- Company
- Truist Financial Corp. (tfc 5.25 Perp O)
- Filed as
- TFC 5 1/4 PERP (Q2 2026)
- CUSIP
- 89832Q745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 861 shares bought and 11 shares sold, net +850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 25,600 | $525K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $41K |
| First Command Advisory Services, Inc. | — | Add +207.5% | 1,276 | $26K |
| PNC Financial Services Group, Inc. | — | Reduce -2.4% | 452 | $9K |
"% of holder's portfolio" is TRUIST FINANCIAL CORP (TFC 5.25 PERP O)'s weight in each manager's 13F, not the share of Truist Financial Corp. (tfc 5.25 Perp O) the manager owns.