TRUIST FINANCIAL CORP (TFC) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Canton Hathaway#1201 · 6,516 sh | 6,516 | $324.6K | — | 0.0% |
| 1202 | Kovack Advisors#1202 · 6,401 sh | 6,401 | $324.6K | 0.02% | -3.7% |
| 1203 | Limestone Investment Advisors#1203 · 6,510 sh | 6,510 | $324.3K | 0.02% | +11.5% |
| 1204 | OSTRUM ASSET MANAGEMENT#1204 · 6,485 sh | 6,485 | $323.1K | 0.02% | 0.0% |
| 1205 | Bridgewater Advisors#1205 · 7,885 sh | 7,885 | $322.0K | 0.02% | -4.3% |
| 1206 | Basecamp Wealth Advisors#1206 · 6,395 sh | 6,395 | $318.6K | 0.06% | -1.4% |
| 1207 | GREAT VALLEY ADVISOR GROUP#1207 · 6,351 sh | 6,351 | $316.0K | <0.01% | +15.0% |
| 1208 | Abbot Financial Management#1208 · 6,308 sh | 6,308 | $314.3K | 0.11% | +7.5% |
| 1209 | Bison Wealth#1209 · 6,103 sh | 6,103 | $313.8K | — | +1.2% |
| 1210 | truNorth Financial Services#1210 · 6,274 sh | 6,274 | $312.6K | 0.28% | +0.1% |
| 1211 | SMITH, MOORE#1211 · 6,269 sh | 6,269 | $312.3K | 0.02% | 0.0% |
| 1212 | Kestra Investment Management#1212 · 6,263 sh | 6,263 | $312.0K | <0.01% | -21.6% |
| 1213 | Hill Investment Group Partners#1213 · 6,262 sh | 6,262 | $312.0K | 0.03% | 0.0% |
| 1214 | Versant Capital Management#1214 · 6,246 sh | 6,246 | $311.2K | — | +93.9% |
| 1215 | DV Trading#1215 · 6,210 sh | 6,210 | $309.4K | 0.01% | New |
| 1216 | Manske Wealth Management#1216 · 6,208 sh | 6,208 | $309.3K | — | -0.5% |
| 1217 | Integrated Advisors Network#1217 · 6,197 sh | 6,197 | $308.7K | — | +4.0% |
| 1218 | Gradient Investments#1218 · 6,189 sh | 6,189 | $308.3K | — | +2.6% |
| 1219 | Allegiance Financial Group Advisory Services#1219 · 6,150 sh | 6,150 | $306.4K | 0.05% | -8.9% |
| 1220 | Councilmark Asset Management#1220 · 6,142 sh | 6,142 | $306.0K | — | 0.0% |
| 1221 | S-Bank Fund Management Ltd#1221 · 6,139 sh | 6,139 | $305.8K | 0.04% | New |
| 1222 | 44 WEALTH MANAGEMENT#1222 · 6,125 sh | 6,125 | $305.1K | 0.10% | -4.2% |
| 1223 | Cascades Capital Asset Management#1223 · 6,118 sh | 6,118 | $304.8K | 0.11% | +2.5% |
| 1224 | Commonwealth Financial Services#1224 · 6,099 sh | 6,099 | $303.9K | — | +0.4% |
| 1225 | Parcion Private Wealth#1225 · 6,071 sh | 6,071 | $302.5K | 0.02% | +9.1% |
| 1226 | Everstar Asset Management#1226 · 6,063 sh | 6,063 | $302.1K | 0.15% | -1.1% |
| 1227 | Peachtree Investment Partners#1227 · 6,059 sh | 6,059 | $301.9K | 0.10% | +0.2% |
| 1228 | Focused Wealth Management#1228 · 6,051 sh | 6,051 | $301.5K | 0.03% | New |
| 1229 | WHITE PINE CAPITAL#1229 · 6,040 sh | 6,040 | $300.9K | 0.07% | -0.2% |
| 1230 | FOUNDERS GROVE WEALTH PARTNERS#1230 · 6,001 sh | 6,001 | $299.0K | — | +7.6% |
| 1231 | Numerai GP#1231 · 5,982 sh | 5,982 | $298.0K | 0.02% | -76.6% |
| 1232 | MORRIS FINANCIAL CONCEPTS#1232 · 5,980 sh | 5,980 | $297.9K | 0.09% | -7.8% |
| 1233 | Curated Wealth Partners#1233 · 5,974 sh | 5,974 | $297.6K | — | +12.4% |
| 1234 | Bull Harbor Capital#1234 · 5,964 sh | 5,964 | $297.1K | 0.06% | +7.9% |
| 1235 | GC Wealth Management RIA#1235 · 5,953 sh | 5,953 | $296.6K | 0.02% | -1.9% |
| 1236 | Banco Santander, S.A.#1236 · 5,952 sh | 5,952 | $296.5K | <0.01% | -35.6% |
| 1237 | V. M. MANNING#1237 · 5,944 sh | 5,944 | $296.1K | 0.25% | — |
| 1238 | Timonier Family Office, LTD.#1238 · 5,941 sh | 5,941 | $296.0K | 0.08% | — |
| 1239 | Continuum Advisory#1239 · 5,915 sh | 5,915 | $294.7K | 0.02% | +10.4% |
| 1240 | KLINGENSTEIN FIELDS#1240 · 5,912 sh | 5,912 | $294.5K | 0.01% | 0.0% |
| 1241 | Family Legacy#1241 · 5,870 sh | 5,870 | $292.4K | — | 0.0% |
| 1242 | Diversify Advisory Services#1242 · 5,593 sh | 5,593 | $291.5K | — | New |
| 1243 | DIVERSIFY WEALTH MANAGEMENT#1243 · 5,593 sh | 5,593 | $291.5K | — | +3.3% |
| 1244 | PATRICK M SWEENEY & ASSOCIATES#1244 · 5,836 sh | 5,836 | $290.7K | — | -3.6% |
| 1245 | Fortress Wealth Group#1245 · 5,569 sh | 5,569 | $288.2K | 0.10% | +2.0% |
| 1246 | Everhart Financial Group#1246 · 5,782 sh | 5,782 | $288.1K | — | -9.2% |
| 1247 | Cornerstone Planning#1247 · 5,779 sh | 5,779 | $287.9K | 0.07% | 0.0% |
| 1248 | Souders Financial Advisors#1248 · 5,776 sh | 5,776 | $287.8K | 0.03% | +1.0% |
| 1249 | Next Level Private#1249 · 5,762 sh | 5,762 | $287.0K | — | +0.9% |
| 1250 | Cascade Financial Partners#1250 · 5,737 sh | 5,737 | $285.8K | 0.02% | +1.7% |
| 1251 | XY Planning Network#1251 · 5,726 sh | 5,726 | $285.3K | — | New |
| 1252 | BLB&B Advisors#1252 · 5,719 sh | 5,719 | $284.9K | 0.01% | +0.2% |
| 1253 | Vantus Wealth#1253 · 5,718 sh | 5,718 | $284.9K | 0.15% | — |
| 1254 | Joel Isaacson#1254 · 5,713 sh | 5,713 | $284.6K | <0.01% | +0.2% |
| 1255 | Frederick Financial Consultants#1255 · 5,704 sh | 5,704 | $284.2K | 0.12% | -5.6% |
| 1256 | EVERMAY WEALTH MANAGEMENT#1256 · 5,689 sh | 5,689 | $283.4K | 0.03% | -1.1% |
| 1257 | Visionary Wealth Advisors#1257 · 5,669 sh | 5,669 | $282.4K | 0.01% | 0.0% |
| 1258 | Triad Wealth Partners#1258 · 5,433 sh | 5,433 | $282.1K | — | New |
| 1259 | Pure Financial Advisors#1259 · 5,655 sh | 5,655 | $281.7K | <0.01% | +27.9% |
| 1260 | Capital Square#1260 · 5,452 sh | 5,452 | $281.7K | — | +22.5% |
| 1261 | Waldron Private Wealth#1261 · 5,654 sh | 5,654 | $281.7K | <0.01% | -16.9% |
| 1262 | Aegis Wealth Management#1262 · 5,618 sh | 5,618 | $279.9K | 0.13% | -1.5% |
| 1263 | GTS SECURITIES#1263 · 5,588 sh | 5,588 | $278.4K | <0.01% | -67.6% |
| 1264 | CATALYST FINANCIAL PARTNERS#1264 · 5,549 sh | 5,549 | $276.5K | 0.03% | +8.8% |
| 1265 | Cobblestone Asset Management#1265 · 5,539 sh | 5,539 | $276.0K | — | 0.0% |
| 1266 | Atlas Wealth Partners#1266 · 5,503 sh | 5,503 | $274.2K | 0.30% | 0.0% |
| 1267 | Stone Summit Wealth#1267 · 5,500 sh | 5,500 | $274.0K | — | -15.4% |
| 1268 | FIRST MERCHANTS#1268 · 5,500 sh | 5,500 | $274.0K | — | 0.0% |
| 1269 | Deseret Mutual Benefit Administrators#1269 · 5,499 sh | 5,499 | $274.0K | 0.09% | -9.4% |
| 1270 | West Family Investments#1270 · 5,498 sh | 5,498 | $273.9K | 0.08% | +4.6% |
| 1271 | Meiji Yasuda Asset Management Ltd.#1271 · 5,456 sh | 5,456 | $271.8K | 0.01% | +4.0% |
| 1272 | Strategic Wealth Investment Group#1272 · 5,431 sh | 5,431 | $270.6K | 0.03% | +1.1% |
| 1273 | Brookwood Investment Group#1273 · 5,414 sh | 5,414 | $269.7K | 0.03% | -0.7% |
| 1274 | MV CAPITAL MANAGEMENT#1274 · 5,412 sh | 5,412 | $269.6K | 0.02% | 0.0% |
| 1275 | M. Kulyk & Associates#1275 · 5,395 sh | 5,395 | $268.8K | 0.04% | 0.0% |
| 1276 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#1276 · 5,366 sh | 5,366 | $267.3K | 0.04% | 0.0% |
| 1277 | Proficio Capital Partners#1277 · 5,339 sh | 5,339 | $266.0K | <0.01% | New |
| 1278 | KEYNOTE FINANCIAL SERVICES#1278 · 5,319 sh | 5,319 | $265.0K | 0.12% | +0.3% |
| 1279 | D'Orazio & Associates#1279 · 5,311 sh | 5,311 | $264.6K | 0.03% | -7.3% |
| 1280 | Roehl & Yi Investment Advisors#1280 · 5,305 sh | 5,305 | $264.3K | 0.09% | +0.2% |
| 1281 | FORTERIS WEALTH MANAGEMENT#1281 · 5,300 sh | 5,300 | $264.0K | — | 0.0% |
| 1282 | Soltis Investment Advisors#1282 · 5,291 sh | 5,291 | $263.6K | 0.01% | +14.1% |
| 1283 | FINANCIAL CONSULATE#1283 · 5,269 sh | 5,269 | $262.5K | — | +2.5% |
| 1284 | Wagner Wealth Management#1284 · 5,264 sh | 5,264 | $262.3K | — | -0.2% |
| 1285 | MASTERINVEST Kapitalanlage GmbH#1285 · 5,244 sh | 5,244 | $261.3K | 0.02% | 0.0% |
| 1286 | WealthTrust Axiom#1286 · 5,242 sh | 5,242 | $261.2K | 0.06% | -1.1% |
| 1287 | Aspire Private Capital#1287 · 5,240 sh | 5,240 | $261.1K | 0.05% | -61.1% |
| 1288 | Lafayette Investments#1288 · 5,227 sh | 5,227 | $260.4K | 0.05% | 0.0% |
| 1289 | SPIREPOINT PRIVATE CLIENT#1289 · 5,217 sh | 5,217 | $259.9K | 0.02% | 0.0% |
| 1290 | Defiance ETFs#1290 · 5,102 sh | 5,102 | $259.6K | <0.01% | New |
| 1291 | THOROUGHBRED FINANCIAL SERVICES#1291 · 5,203 sh | 5,203 | $259.0K | 0.01% | New |
| 1292 | Lincoln Capital#1292 · 5,196 sh | 5,196 | $258.9K | — | 0.0% |
| 1293 | LongView Wealth Management#1293 · 5,191 sh | 5,191 | $258.6K | — | -2.6% |
| 1294 | FORTRESS PRIVATE LEDGER#1294 · 5,187 sh | 5,187 | $258.4K | 0.07% | +0.3% |
| 1295 | TradeWell Securities#1295 · 5,176 sh | 5,176 | $257.9K | — | +0.6% |
| 1296 | Polar Asset Management Partners#1296 · 5,159 sh | 5,159 | $257.0K | <0.01% | New |
| 1297 | AVAII WEALTH MANAGEMENT#1297 · 5,154 sh | 5,154 | $256.8K | — | -2.1% |
| 1298 | CONNING#1298 · 5,141 sh | 5,141 | $256.1K | <0.01% | -3.4% |
| 1299 | CALTON & ASSOCIATES#1299 · 5,139 sh | 5,139 | $256.0K | 0.04% | -11.5% |
| 1300 | Wealth Advisory Solutions#1300 · 5,130 sh | 5,130 | $255.6K | — | New |
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.