Truist Financial Corp. (tfc F Perp I)Preferred / convertible
13F holders, Q2 2026 (June 30)5holders +3
3new positions
0sold out
$17.91avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Truist Financial Corp. (tfc F Perp I) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Moran Wealth Management, LLC ($886K), Delta Capital Management LLC ($340K) and PNC Financial Services Group, Inc. ($52K).
- Company
- Truist Financial Corp. (tfc F Perp I)
- CUSIP
- 89832Q810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $935K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 52,210 shares bought and 735 shares sold, net +51,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Moran Wealth Management, LLC | — | New | 49,475 | $886K |
| Delta Capital Management LLC | — | No change | 18,995 | $340K |
| PNC Financial Services Group, Inc. | — | Reduce -20.3% | 2,893 | $52K |
| Bessemer Group Inc. | — | New | 2,500 | $45K |
| Kelleher Financial Advisors | — | New | 235 | $4K |
"% of holder's portfolio" is TRUIST FINANCIAL CORP (TFC F PERP I)'s weight in each manager's 13F, not the share of Truist Financial Corp. (tfc F Perp I) the manager owns.