TRUIST FINANCIAL CORP (TFC) — Institutional Holders, Q2 2026 (page 11)
1,714 institutional investment managers reported a TFC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $46.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TFC 13F holders ranked 1,001–1,100 of 1,714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Fiduciary Group#1001 · 10,385 sh | 10,385 | $517.4K | 0.04% | -1.9% |
| 1002 | Pitcairn Wealth Advisors#1002 · 10,338 sh | 10,338 | $515.0K | 0.06% | -0.2% |
| 1003 | SVB WEALTH#1003 · 10,333 sh | 10,333 | $514.8K | 0.03% | -6.9% |
| 1004 | EntryPoint Capital#1004 · 10,318 sh | 10,318 | $514.0K | 0.12% | 0.0% |
| 1005 | FIRST MANHATTAN#1005 · 10,310 sh | 10,310 | $513.6K | <0.01% | -11.6% |
| 1006 | Live Oak Private Wealth#1006 · 10,309 sh | 10,309 | $513.6K | 0.06% | -17.2% |
| 1007 | Valmark Advisers#1007 · 10,301 sh | 10,301 | $513.2K | <0.01% | +3.6% |
| 1008 | Pine Harbor Wealth Management#1008 · 10,208 sh | 10,208 | $508.6K | 0.14% | 0.0% |
| 1009 | J. Safra Sarasin Holding AG#1009 · 10,588 sh | 10,588 | $506.4K | — | -37.6% |
| 1010 | NBC SECURITIES#1010 · 10,153 sh | 10,153 | $505.9K | — | -7.0% |
| 1011 | Mason & Associates#1011 · 10,142 sh | 10,142 | $505.3K | — | 0.0% |
| 1012 | VAUGHAN DAVID INVESTMENTS#1012 · 10,095 sh | 10,095 | $503.0K | 0.01% | +5.5% |
| 1013 | Duncan Williams Asset Management#1013 · 10,088 sh | 10,088 | $502.6K | 0.11% | +25.6% |
| 1014 | New Hampshire#1014 · 10,080 sh | 10,080 | $502.2K | — | +1.3% |
| 1015 | Greenspring Advisors#1015 · 10,073 sh | 10,073 | $501.8K | 0.03% | +0.3% |
| 1016 | Chicago Partners Investment Group#1016 · 9,770 sh | 9,770 | $500.2K | — | +3.0% |
| 1017 | Focus Financial Network#1017 · 10,026 sh | 10,026 | $499.5K | — | New |
| 1018 | Taylor Hoffman Capital Management#1018 · 10,007 sh | 10,007 | $498.5K | 0.12% | 0.0% |
| 1019 | PAR CAPITAL MANAGEMENT#1019 · 10,000 sh | 10,000 | $498.2K | 0.01% | -33.3% |
| 1020 | AMERICAN ASSETS#1020 · 10,000 sh | 10,000 | $498.2K | 0.15% | 0.0% |
| 1021 | DIAMANT ASSET MANAGEMENT#1021 · 9,976 sh | 9,976 | $497.0K | 0.34% | -97.9% |
| 1022 | WILKINS INVESTMENT COUNSEL#1022 · 9,975 sh | 9,975 | $497.0K | 0.07% | 0.0% |
| 1023 | One Wealth Advisors#1023 · 9,888 sh | 9,888 | $492.6K | 0.05% | +34.0% |
| 1024 | Chancellor Financial Group WB#1024 · 9,880 sh | 9,880 | $492.2K | 0.30% | -0.2% |
| 1025 | Abacus Planning Group#1025 · 9,865 sh | 9,865 | $491.5K | 0.06% | +1.3% |
| 1026 | Stonebridge Financial Group#1026 · 9,772 sh | 9,772 | $486.8K | — | +0.3% |
| 1027 | Southeast Asset Advisors#1027 · 9,765 sh | 9,765 | $486.5K | 0.05% | 0.0% |
| 1028 | Point#1028 · 9,751 sh | 9,751 | $485.8K | 0.04% | +3.8% |
| 1029 | Hardy Reed#1029 · 9,744 sh | 9,744 | $485.4K | 0.03% | 0.0% |
| 1030 | First National Advisers#1030 · 9,736 sh | 9,736 | $485.0K | 0.07% | New |
| 1031 | REUTER JAMES WEALTH MANAGEMENT#1031 · 9,725 sh | 9,725 | $484.5K | — | -49.6% |
| 1032 | JOHNSON INVESTMENT COUNSEL#1032 · 9,711 sh | 9,711 | $483.8K | <0.01% | +13.3% |
| 1033 | RFP Financial Group#1033 · 9,710 sh | 9,710 | $483.8K | 0.22% | -0.5% |
| 1034 | Split Creek DBA Split Creek Capital#1034 · 9,674 sh | 9,674 | $482.0K | 0.45% | 0.0% |
| 1035 | Qtron Investments#1035 · 9,652 sh | 9,652 | $480.9K | 0.06% | New |
| 1036 | NORDEN GROUP#1036 · 9,651 sh | 9,651 | $480.8K | — | +7.9% |
| 1037 | HANTZ FINANCIAL SERVICES#1037 · 9,634 sh | 9,634 | $480.0K | <0.01% | +13.7% |
| 1038 | Trivium Point Advisory#1038 · 9,634 sh | 9,634 | $480.0K | 0.04% | 0.0% |
| 1039 | ASPIRIANT#1039 · 9,606 sh | 9,606 | $478.6K | — | +1.5% |
| 1040 | Keystone Financial Group#1040 · 9,606 sh | 9,606 | $478.6K | 0.03% | -8.2% |
| 1041 | VALLEY NATIONAL ADVISERS#1041 · 9,582 sh | 9,582 | $477.4K | — | +1.3% |
| 1042 | BRADY FAMILY WEALTH#1042 · 9,570 sh | 9,570 | $476.8K | 0.14% | -0.1% |
| 1043 | Nelson, Van Denburg & Campbell Wealth Management Group#1043 · 9,569 sh | 9,569 | $476.7K | — | -56.2% |
| 1044 | Curbstone Financial Management#1044 · 9,546 sh | 9,546 | $475.6K | — | 0.0% |
| 1045 | Centurion Wealth Management#1045 · 9,544 sh | 9,544 | $475.5K | — | -35.8% |
| 1046 | WAYCROSS PARTNERS#1046 · 9,525 sh | 9,525 | $474.5K | 0.04% | 0.0% |
| 1047 | WRIGHT INVESTORS SERVICE#1047 · 9,521 sh | 9,521 | $474.3K | 0.13% | -5.8% |
| 1048 | BINGHAM PRIVATE WEALTH#1048 · 9,516 sh | 9,516 | $474.1K | 0.33% | 0.0% |
| 1049 | RiverFront Investment Group#1049 · 9,493 sh | 9,493 | $472.9K | <0.01% | +9.0% |
| 1050 | FINANCIAL MANAGEMENT NETWORK#1050 · 8,946 sh | 8,946 | $470.8K | — | -3.3% |
| 1051 | Calamos Wealth Management#1051 · 9,380 sh | 9,380 | $467.3K | 0.01% | +1.5% |
| 1052 | Strategic Investment Advisors / MI#1052 · 9,323 sh | 9,323 | $464.5K | 0.03% | -58.2% |
| 1053 | Thompson David Blair#1053 · 9,319 sh | 9,319 | $464.3K | 0.23% | New |
| 1054 | DAYMARK WEALTH PARTNERS#1054 · 9,249 sh | 9,249 | $460.8K | 0.01% | -20.7% |
| 1055 | MTM Investment Management#1055 · 9,229 sh | 9,229 | $459.8K | 0.13% | +0.2% |
| 1056 | LMR Partners LLP#1056 · 9,223 sh | 9,223 | $459.5K | <0.01% | New |
| 1057 | Elevated Capital Advisors#1057 · 9,216 sh | 9,216 | $459.1K | 0.13% | -51.8% |
| 1058 | Banque Cantonale Vaudoise#1058 · 9,194 sh | 9,194 | $458.0K | 0.02% | -32.3% |
| 1059 | W.G. Shaheen & Associates DBA Whitney#1059 · 9,177 sh | 9,177 | $457.2K | 0.03% | -6.0% |
| 1060 | GREATMARK INVESTMENT PARTNERS#1060 · 9,175 sh | 9,175 | $457.1K | 0.05% | -2.0% |
| 1061 | Cape Investment Advisory#1061 · 9,125 sh | 9,125 | $454.6K | — | -8.1% |
| 1062 | PARTHENON#1062 · 9,112 sh | 9,112 | $454.0K | — | 0.0% |
| 1063 | ARS Wealth Advisors Group#1063 · 9,108 sh | 9,108 | $453.8K | — | +36.6% |
| 1064 | Cypress Capital Group#1064 · 9,082 sh | 9,082 | $452.5K | 0.04% | 0.0% |
| 1065 | Fidelis Capital Partners#1065 · 9,077 sh | 9,077 | $452.2K | 0.03% | +69.1% |
| 1066 | PATRIOT INVESTMENT MANAGEMENT GROUP#1066 · 9,052 sh | 9,052 | $451.0K | — | 0.0% |
| 1067 | Legacy Capital Wealth Partners#1067 · 9,031 sh | 9,031 | $449.9K | — | -48.0% |
| 1068 | Hoxton Planning & Management#1068 · 9,005 sh | 9,005 | $448.6K | — | -28.0% |
| 1069 | SLT#1069 · 9,000 sh | 9,000 | $448.4K | — | -19.4% |
| 1070 | TOWER BRIDGE ADVISORS#1070 · 8,990 sh | 8,990 | $447.9K | 0.04% | -11.8% |
| 1071 | Rede Wealth#1071 · 8,981 sh | 8,981 | $447.5K | — | 0.0% |
| 1072 | BankPlus Wealth Management#1072 · 8,974 sh | 8,974 | $447.1K | — | +3.5% |
| 1073 | Roxbury Financial#1073 · 8,916 sh | 8,916 | $444.2K | — | +0.7% |
| 1074 | FIDUCIENT ADVISORS#1074 · 8,915 sh | 8,915 | $444.1K | 0.06% | 0.0% |
| 1075 | BARTLETT & WEALTH MANAGEMENT#1075 · 8,915 sh | 8,915 | $444.1K | <0.01% | +2.4% |
| 1076 | Walsky Investment Management#1076 · 8,901 sh | 8,901 | $443.4K | 0.41% | 0.0% |
| 1077 | Quadrant Private Wealth Management#1077 · 8,866 sh | 8,866 | $441.7K | 0.10% | -2.0% |
| 1078 | Strategic Blueprint#1078 · 8,834 sh | 8,834 | $440.1K | — | +0.3% |
| 1079 | Tennessee Valley Asset Management Partners#1079 · 8,788 sh | 8,788 | $438.5K | 0.05% | +0.2% |
| 1080 | WHITTIER#1080 · 8,526 sh | 8,526 | $438.4K | <0.01% | -17.6% |
| 1081 | Almanack Investment Partners#1081 · 8,779 sh | 8,779 | $437.4K | 0.06% | +0.3% |
| 1082 | Avalon#1082 · 8,775 sh | 8,775 | $437.2K | 0.03% | -12.9% |
| 1083 | FIDUCIARY FAMILY OFFICE#1083 · 8,693 sh | 8,693 | $433.1K | 0.11% | -11.3% |
| 1084 | CORNERSTONE ADVISORS ASSET MANAGEMENT#1084 · 8,668 sh | 8,668 | $431.8K | 0.06% | -3.9% |
| 1085 | Dorsey & Whitney#1085 · 8,653 sh | 8,653 | $431.1K | 0.02% | +2.6% |
| 1086 | North Star Investment Management#1086 · 8,643 sh | 8,643 | $430.6K | 0.02% | -0.6% |
| 1087 | Pinnacle Wealth Planning Services#1087 · 8,613 sh | 8,613 | $429.1K | 0.04% | -9.0% |
| 1088 | GATEWAY INVESTMENT ADVISERS#1088 · 8,612 sh | 8,612 | $429.1K | — | -50.3% |
| 1089 | Howard Capital Management#1089 · 8,574 sh | 8,574 | $427.2K | — | +86.9% |
| 1090 | NEW WAVE WEALTH ADVISORS#1090 · 8,562 sh | 8,562 | $426.6K | — | +35.8% |
| 1091 | Belleair Asset Management#1091 · 8,549 sh | 8,549 | $425.9K | 0.36% | 0.0% |
| 1092 | Colonial River Wealth Management#1092 · 8,548 sh | 8,548 | $425.9K | — | -0.7% |
| 1093 | AA Financial Advisors#1093 · 8,543 sh | 8,543 | $425.6K | — | -4.3% |
| 1094 | CITY NATIONAL BANK OF FLORIDA#1094 · 8,538 sh | 8,538 | $425.4K | 0.18% | +1.6% |
| 1095 | MONETA GROUP INVESTMENT ADVISORS#1095 · 8,536 sh | 8,536 | $425.3K | <0.01% | -26.7% |
| 1096 | Ballew Advisors#1096 · 8,339 sh | 8,339 | $425.1K | — | +0.1% |
| 1097 | TRANSCEND WEALTH COLLECTIVE#1097 · 8,520 sh | 8,520 | $424.4K | 0.03% | -4.8% |
| 1098 | Total Wealth Planning & Management#1098 · 8,500 sh | 8,500 | $423.5K | — | -5.9% |
| 1099 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1099 · 8,457 sh | 8,457 | $421.3K | — | +6.6% |
| 1100 | TI#1100 · 8,453 sh | 8,453 | $421.1K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.