Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$20.97avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($503K), Thompson Investment Management, Inc. ($42K) and PNC Financial Services Group, Inc. ($17K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $456K |
All 13F filers, Q1 2025 → Q2 2025: 53 shares bought and 21,697 shares sold, net −21,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 24,000 | $503K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $42K |
| PNC Financial Services Group, Inc. | — | Reduce -25.4% | 814 | $17K |
| Lanark Financial, Inc. | — | New | 53 | $1K |
"% 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.