Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q2 2024 (June 30)3holders
1new positions
1sold out
$22.06avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($640K), Thompson Investment Management, Inc. ($44K) and PNC Financial Services Group, Inc. ($24K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $640K |
| Exits | 1 | $570K |
All 13F filers, Q1 2024 → Q2 2024: 29,021 shares bought and 24,000 shares sold, net +5,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First Merchants Corp. | — | New | 29,009 | $640K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $44K |
| PNC Financial Services Group, Inc. | — | Add +1.1% | 1,097 | $24K |
"% 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.