Truist Financial Corp. (tfc 5.25 Perp O)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders
1new positions
1sold out
$20.57avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Truist Financial Corp. (tfc 5.25 Perp O) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($527K), Thompson Investment Management, Inc. ($41K) and PNC Financial Services Group, Inc. ($10K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 415 shares bought and 183 shares sold, net +232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | No change | 25,600 | $527K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $41K |
| PNC Financial Services Group, Inc. | — | Reduce -22.3% | 463 | $10K |
| First Command Advisory Services, Inc. | — | New | 415 | $9K |
"% 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.