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 1,645 institutions that hold shares in the stock, with a total of 945 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
407
shares
|
$19,576
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
404
shares
|
$19,432
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
388
shares
|
$18,662
0.0% of portfolio
|
Q3 2023
Reduced 12.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
388
shares
|
$18,662
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
380
shares
|
$18,278
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
375
shares
|
$18,037
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
372
shares
|
$17,893
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$17,556
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
360
shares
|
$17,316
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
356
shares
|
$17,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
350
shares
|
$16,835
0.01% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
348
shares
|
$16,738
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
342
shares
|
$16,450
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
337
shares
|
$16,209
0.0% of portfolio
|
Q4 2023
Reduced 5.6%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$15,392
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
320
shares
|
$15,392
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
312
shares
|
$15,007
0.0% of portfolio
|
Q3 2024
Reduced 61.58%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
311
shares
|
$14,959
0.01% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$14,478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$14,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
300
shares
|
$14,430
0.0% of portfolio
|
Q2 2024
Reduced 23.27%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
300
shares
|
$14,430
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
300
shares
|
$14,430
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
294
shares
|
$14,141
0.0% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
276
shares
|
$13,275
0.0% of portfolio
|
Q3 2024
New holding
|