Purchases and Sales Made in Q2 2025 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 2025. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.12K+ 22.62% |
$38.8K - $47.9K
|
6.05K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.11K+ 6.71% |
$38.7K - $47.8K
|
17.7K
$803K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.1K+ 206.77% |
$38.3K - $47.3K
|
1.63K
$74.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
1.1K+ 4.58% |
$38.3K - $47.3K
|
25.1K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.08K+ 14.19% |
$37.7K - $46.6K
|
8.72K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.07K+ 8.26% |
$37.2K - $46K
|
14K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 3.96% |
$37K - $45.7K
|
27.9K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.04K+ 0.17% |
$36.3K - $44.8K
|
612K
$27.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.04K+ 29.38% |
$36.2K - $44.7K
|
4.58K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 4.62% |
$35.9K - $44.4K
|
23.4K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.02K+ 4.93% |
$35.4K - $43.8K
|
21.7K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.02K+ 54.98% |
$35.3K - $43.6K
|
2.86K
$130K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 4.94% |
$35.1K - $43.4K
|
21.5K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
983+ 6.04% |
$34.2K - $42.3K
|
17.2K
$783K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
971+ 4.06% |
$33.8K - $41.7K
|
24.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
968+ 3.35% |
$33.7K - $41.6K
|
29.9K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
964+ 3.57% |
$33.5K - $41.4K
|
28K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
961New |
$33.4K - $41.3K
|
961
$43.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
955+ 697.08% |
$33.2K - $41.1K
|
1.09K
$49.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
948+ 3.1% |
$33K - $40.8K
|
31.6K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
931+ 1.65% |
$32.4K - $40K
|
57.3K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
922+ 8.73% |
$32.1K - $39.6K
|
11.5K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
882New |
$30.7K - $37.9K
|
882
$40K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
877+ 2.31% |
$30.5K - $37.7K
|
38.9K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
870+ 0.43% |
$30.3K - $37.4K
|
204K
$9.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
815New |
$28.4K - $35K
|
815
$37K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
808+ 5.78% |
$28.1K - $34.7K
|
14.8K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
800+ 15.1% |
$27.8K - $34.4K
|
6.1K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.21% |
$27.8K - $34.4K
|
384K
$17.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
796+ 5.04% |
$27.7K - $34.2K
|
16.6K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
796+ 6.76% |
$27.7K - $34.2K
|
12.6K
$570K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
792+ 0.96% |
$27.6K - $34K
|
83.4K
$3.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
792+ 5.97% |
$27.6K - $34K
|
14.1K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
776+ 17.76% |
$27K - $33.4K
|
5.15K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
747New |
$26K - $32.1K
|
747
$33.9K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
733+ 5.27% |
$25.5K - $31.5K
|
14.6K
$664K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
723+ 1.6% |
$25.2K - $31.1K
|
45.9K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.5% |
$25.1K - $31K
|
49K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
720+ 3.22% |
$25K - $31K
|
23.1K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
702+ 3.46% |
$24.4K - $30.2K
|
21K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
696New |
$24.2K - $29.9K
|
696
$31.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
682+ 2.55% |
$23.7K - $29.3K
|
27.4K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
681+ 8.62% |
$23.7K - $29.3K
|
8.58K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
670+ 192.53% |
$23.3K - $28.8K
|
1.02K
$46.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
654+ 1.23% |
$22.8K - $28.1K
|
54K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
647+ 3.43% |
$22.5K - $27.8K
|
19.5K
$887K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
642+ 3.89% |
$22.3K - $27.6K
|
17.1K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
632+ 46.5% |
$22K - $27.2K
|
1.99K
$90.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 0.54% |
$21.3K - $26.3K
|
114K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
610New |
$21.2K - $26.2K
|
610
$27.7K
|