Institutional Ownership Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC). We have compiled data on the 1,706 institutions that hold shares in the stock, with a total of 953 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$32,419
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$32,002
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
680
shares
|
$31,538
0.01% of portfolio
|
Q4 2024
Reduced 46.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
636
shares
|
$29,497
0.01% of portfolio
|
Q4 2024
Added 25.94%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$27,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$27,828
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
594
shares
|
$27,549
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
579
shares
|
$26,854
0.01% of portfolio
|
Q3 2024
Reduced 93.05%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
570
shares
|
$26,436
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
568
shares
|
$26,343
0.01% of portfolio
|
Q1 2023
Added 4.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
566
shares
|
$26,251
0.0% of portfolio
|
Q4 2024
Added 92.52%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
547
shares
|
$25,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
538
shares
|
$24,952
0.01% of portfolio
|
Q2 2024
Reduced 27.49%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
513
shares
|
$23,792
0.01% of portfolio
|
Q2 2023
Reduced 69.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$23,514
0.0% of portfolio
|
Q4 2023
Added 17.36%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
500
shares
|
$23,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
498
shares
|
$23,097
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
436
shares
|
$20,221
0.0% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
435
shares
|
$20,175
0.01% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
431
shares
|
$19,989
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
427
shares
|
$19,804
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
410
shares
|
$19,015
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
406
shares
|
$18,830
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
392
shares
|
$18,180
0.01% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
392
shares
|
$18,180
0.01% of portfolio
|
Q4 2024
Reduced 4.62%
|