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 1,827 institutions that hold shares in the stock, with a total of 944 Million shares, which have been reported (via 13F filing form) to have a value of $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
1,288
shares
|
$57,779
0.01% of portfolio
|
Q4 2025
Added 85.06%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,276
shares
|
$57,241
0.0% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
1,268
shares
|
$56,882
0.02% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
1,230
shares
|
$55,177
0.01% of portfolio
|
Q4 2025
Reduced 25.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,211
shares
|
$54,325
0.01% of portfolio
|
Q3 2025
Reduced 46.93%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,210
shares
|
$54,280
0.03% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,169
shares
|
$52,441
0.02% of portfolio
|
Q4 2024
Added 158.06%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,261
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,261
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,153
shares
|
$51,723
0.02% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,106
shares
|
$49,615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,094
shares
|
$49,076
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
1,092
shares
|
$48,987
0.01% of portfolio
|
Q4 2025
Reduced 11.58%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
1,083
shares
|
$48,583
0.02% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,069
shares
|
$47,955
0.04% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
1,063
shares
|
$47,686
0.01% of portfolio
|
Q4 2025
Added 418.54%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
1,037
shares
|
$46,519
0.02% of portfolio
|
Q3 2025
Reduced 65.68%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$46,474
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,024
shares
|
$45,936
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,023
shares
|
$45,891
0.0% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,018
shares
|
$45,667
0.01% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,018
shares
|
$45,667
0.01% of portfolio
|
Q2 2025
Added 192.53%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,010
shares
|
$45,308
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
976
shares
|
$43,783
0.0% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
976
shares
|
$43,783
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|