Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders +1
1new positions
0sold out
$23.84avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($692K), Whalerock Point Partners, LLC ($572K) and Thompson Investment Management, Inc. ($48K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $572K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 24,000 shares bought and 3 shares sold, net +23,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | — | No change | 29,009 | $692K |
| Whalerock Point Partners, LLC | — | New | 24,000 | $572K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $48K |
| PNC Financial Services Group, Inc. | — | Reduce -0.3% | 1,094 | $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.