Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders
0new positions
0sold out
$21.27avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($510K), First Merchants Corp. ($456K) and Thompson Investment Management, Inc. ($43K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 70 shares sold, net −70 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 24,000 | $510K |
| First Merchants Corp. | — | No change | 21,420 | $456K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $43K |
| PNC Financial Services Group, Inc. | — | Reduce -6.0% | 1,091 | $23K |
"% 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.