Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q1 2024 (March 31)3holders
$23.73avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings. The largest holders were Whalerock Point Partners, LLC ($570K), Thompson Investment Management, Inc. ($47K) and PNC Financial Services Group, Inc. ($26K).
- Company
- Truist Financial Corp. (tfc 5.25 Perp O)
- CUSIP
- 89832Q745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $617K |
| Exits | 1 | $1.1M |
Ownership 3 holders
| Whalerock Point Partners, LLC | — | New | 24,000 | $570K |
| Thompson Investment Management, Inc. | — | New | 2,000 | $47K |
| PNC Financial Services Group, Inc. | — | Add +0.2% | 1,085 | $26K |
"% 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.