Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders +1
1new positions
0sold out
$21.55avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($552K), Thompson Investment Management, Inc. ($43K) and PNC Financial Services Group, Inc. ($13K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $552K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 25,600 shares bought and 157 shares sold, net +25,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | New | 25,600 | $552K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $43K |
| PNC Financial Services Group, Inc. | — | Reduce -20.5% | 596 | $13K |
| Lanark Financial, Inc. | — | Reduce -5.7% | 50 | $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.