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 1,768 institutions that hold shares in the stock, with a total of 962 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
15
shares
|
$677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
15
shares
|
$677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
15
shares
|
$677
0.0% of portfolio
|
Q1 2025
Reduced 46.43%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
14
shares
|
$632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
13
shares
|
$587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11
shares
|
$496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10
shares
|
$451
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
8
shares
|
$361
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
7
shares
|
$316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
7
shares
|
$316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$90
0.07% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|