TRUIST FINANCIAL CORP (TFC) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Millennium Capital Advisors#1301 · 5,116 sh | 5,116 | $254.9K | — | New |
| 1302 | Sharp Financial Services#1302 · 5,089 sh | 5,089 | $253.6K | 0.12% | New |
| 1303 | Resurgent Financial Advisors#1303 · 5,056 sh | 5,056 | $251.9K | 0.07% | New |
| 1304 | Hexagon Capital Partners#1304 · 5,055 sh | 5,055 | $251.8K | 0.04% | +7.9% |
| 1305 | SHAYNE & JACOBS#1305 · 5,054 sh | 5,054 | $251.8K | — | 0.0% |
| 1306 | OARSMAN CAPITAL#1306 · 5,046 sh | 5,046 | $251.4K | 0.03% | New |
| 1307 | Meramec Financial Planners#1307 · 4,806 sh | 4,806 | $250.5K | 0.09% | +12.5% |
| 1308 | Fonville Wealth Management#1308 · 5,008 sh | 5,008 | $249.5K | 0.04% | -26.8% |
| 1309 | Taylor Securities Services#1309 · 5,000 sh | 5,000 | $249.1K | — | 0.0% |
| 1310 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1310 · 4,994 sh | 4,994 | $248.8K | <0.01% | -8.4% |
| 1311 | Inscription Capital#1311 · 4,975 sh | 4,975 | $247.8K | 0.02% | New |
| 1312 | PFW Advisors#1312 · 4,966 sh | 4,966 | $247.4K | — | +0.3% |
| 1313 | High Net Worth Advisory Group#1313 · 4,960 sh | 4,960 | $247.1K | — | 0.0% |
| 1314 | GAMCO INVESTORS, ET AL#1314 · 4,951 sh | 4,951 | $246.7K | <0.01% | -0.4% |
| 1315 | MISSION WEALTH MANAGEMENT#1315 · 4,944 sh | 4,944 | $246.3K | — | New |
| 1316 | AIA Group Ltd#1316 · 4,935 sh | 4,935 | $245.9K | <0.01% | New |
| 1317 | Element Wealth#1317 · 4,932 sh | 4,932 | $245.7K | 0.09% | -3.0% |
| 1318 | JACKSON THORNTON WEALTH MANAGEMENT#1318 · 4,920 sh | 4,920 | $245.1K | 0.02% | +17.1% |
| 1319 | Main Street Financial Solutions#1319 · 4,911 sh | 4,911 | $244.7K | 0.02% | +8.2% |
| 1320 | NIXON PEABODY#1320 · 4,907 sh | 4,907 | $244.5K | — | New |
| 1321 | SUMMITRY#1321 · 4,897 sh | 4,897 | $244.0K | <0.01% | New |
| 1322 | VisionPoint Advisory Group#1322 · 4,880 sh | 4,880 | $243.1K | — | +5.6% |
| 1323 | Houlihan Financial Resource Group, Ltd.#1323 · 4,871 sh | 4,871 | $242.7K | 0.09% | 0.0% |
| 1324 | TWO SIGMA SECURITIES#1324 · 4,862 sh | 4,862 | $242.2K | 0.02% | -30.9% |
| 1325 | DAVIS R M#1325 · 4,861 sh | 4,861 | $242.2K | <0.01% | -1.5% |
| 1326 | Sage Mountain Advisors#1326 · 4,861 sh | 4,861 | $242.2K | 0.01% | +6.2% |
| 1327 | Belpointe Asset Management#1327 · 4,839 sh | 4,839 | $241.1K | <0.01% | -4.8% |
| 1328 | Pathway Financial Advisors#1328 · 4,726 sh | 4,726 | $240.9K | — | +2.2% |
| 1329 | Lantz Financial#1329 · 4,836 sh | 4,836 | $240.9K | — | -46.0% |
| 1330 | FIRST BUSINESS FINANCIAL SERVICES#1330 · 4,818 sh | 4,818 | $240.0K | 0.02% | +10.1% |
| 1331 | Sandhill Capital Partners#1331 · 4,818 sh | 4,818 | $240.0K | 0.02% | 0.0% |
| 1332 | Sound Income Strategies#1332 · 4,780 sh | 4,780 | $238.1K | — | -2.3% |
| 1333 | American Capital Advisory#1333 · 4,777 sh | 4,777 | $238.0K | 0.09% | +5.5% |
| 1334 | Chicago Capital#1334 · 4,762 sh | 4,762 | $237.2K | — | 0.0% |
| 1335 | Reliant Investment Management#1335 · 4,760 sh | 4,760 | $237.1K | — | New |
| 1336 | Cornerstone Management#1336 · 4,750 sh | 4,750 | $236.6K | — | 0.0% |
| 1337 | Penserra Capital Management#1337 · 4,732 sh | 4,732 | $235.0K | <0.01% | -10.7% |
| 1338 | Baltimore-Washington Financial Advisors#1338 · 4,716 sh | 4,716 | $235.0K | <0.01% | -7.5% |
| 1339 | TFB Advisors#1339 · 4,707 sh | 4,707 | $234.5K | 0.10% | -1.1% |
| 1340 | Rock Point Advisors#1340 · 4,700 sh | 4,700 | $234.2K | 0.06% | 0.0% |
| 1341 | AUGUSTINE ASSET MANAGEMENT#1341 · 4,697 sh | 4,697 | $234.0K | — | -7.0% |
| 1342 | Alaethes Wealth#1342 · 4,694 sh | 4,694 | $233.9K | 0.07% | 0.0% |
| 1343 | Pinnacle Wealth Management Advisory Group#1343 · 4,690 sh | 4,690 | $233.6K | — | +1.0% |
| 1344 | CLEAR WAVE WEALTH MANAGEMENT#1344 · 4,651 sh | 4,651 | $231.7K | 0.04% | -1.7% |
| 1345 | Alta Advisers Ltd#1345 · 4,650 sh | 4,650 | $231.7K | 0.05% | 0.0% |
| 1346 | Smallwood Wealth Investment Management#1346 · 4,646 sh | 4,646 | $231.5K | 0.10% | New |
| 1347 | LEGACY FINANCIAL INDEPENDENT ADVISORS#1347 · 4,637 sh | 4,637 | $231.0K | 0.11% | 0.0% |
| 1348 | Orographic Financial Advisors#1348 · 4,404 sh | 4,404 | $231.0K | 0.15% | 0.0% |
| 1349 | Montecito Bank#1349 · 4,573 sh | 4,573 | $227.8K | — | New |
| 1350 | PURSUIT WEALTH STRATEGIES#1350 · 4,551 sh | 4,551 | $226.7K | 0.29% | +1.7% |
| 1351 | IEQ CAPITAL#1351 · 4,543 sh | 4,543 | $226.3K | <0.01% | -95.3% |
| 1352 | Blueshift Asset Management#1352 · 4,537 sh | 4,537 | $226.0K | 0.05% | New |
| 1353 | SUMMIT WEALTH GROUP#1353 · 4,519 sh | 4,519 | $225.2K | 0.02% | New |
| 1354 | Burnham#1354 · 4,500 sh | 4,500 | $224.2K | 0.18% | — |
| 1355 | Capital Analysts#1355 · 4,483 sh | 4,483 | $224.0K | <0.01% | -5.0% |
| 1356 | HighPoint Advisor Group#1356 · 4,484 sh | 4,484 | $223.4K | <0.01% | 0.0% |
| 1357 | CrossGen Wealth#1357 · 4,477 sh | 4,477 | $223.0K | 0.17% | 0.0% |
| 1358 | Edgestream Partners, L.P.#1358 · 4,474 sh | 4,474 | $222.9K | <0.01% | New |
| 1359 | Saxony Capital Management#1359 · 4,464 sh | 4,464 | $222.4K | — | New |
| 1360 | Intergy Private Wealth#1360 · 4,464 sh | 4,464 | $222.4K | — | New |
| 1361 | E Fund Management , Ltd.#1361 · 4,451 sh | 4,451 | $221.7K | <0.01% | -5.4% |
| 1362 | CAPITAL MANAGEMENT#1362 · 4,443 sh | 4,443 | $221.3K | 0.03% | 0.0% |
| 1363 | BAYBAN#1363 · 4,443 sh | 4,443 | $221.3K | 0.17% | 0.0% |
| 1364 | Newman Dignan & Sheerar#1364 · 4,424 sh | 4,424 | $220.4K | — | -2.1% |
| 1365 | EASTERN BANK#1365 · 4,422 sh | 4,422 | $220.3K | — | 0.0% |
| 1366 | CHASE INVESTMENT COUNSEL#1366 · 4,421 sh | 4,421 | $220.0K | 0.05% | 0.0% |
| 1367 | DRIVE WEALTH MANAGEMENT#1367 · 4,410 sh | 4,410 | $219.7K | 0.04% | New |
| 1368 | SYM FINANCIAL#1368 · 4,404 sh | 4,404 | $219.4K | — | New |
| 1369 | Werba Rubin Papier Wealth Management#1369 · 4,397 sh | 4,397 | $219.1K | 0.03% | New |
| 1370 | B. Riley Wealth Advisors#1370 · 4,330 sh | 4,330 | $219.0K | — | New |
| 1371 | MONECO Advisors#1371 · 4,394 sh | 4,394 | $218.9K | 0.01% | -5.6% |
| 1372 | SmartHarvest Portfolios#1372 · 4,387 sh | 4,387 | $218.6K | — | +0.2% |
| 1373 | Innovative Wealth Building#1373 · 4,373 sh | 4,373 | $217.9K | — | New |
| 1374 | Sagewood Asset Management#1374 · 4,371 sh | 4,371 | $217.8K | 0.05% | -9.6% |
| 1375 | 180 WEALTH ADVISORS#1375 · 4,369 sh | 4,369 | $217.7K | 0.02% | -5.5% |
| 1376 | Tripletail Wealth Management#1376 · 4,265 sh | 4,265 | $217.4K | 0.25% | +97.0% |
| 1377 | Lexington Hill Partners#1377 · 4,361 sh | 4,361 | $217.3K | — | -13.2% |
| 1378 | UPTICK PARTNERS#1378 · 4,352 sh | 4,352 | $216.8K | 0.03% | New |
| 1379 | RNC CAPITAL MANAGEMENT#1379 · 4,346 sh | 4,346 | $216.5K | <0.01% | New |
| 1380 | Bright Futures Wealth Management#1380 · 4,340 sh | 4,340 | $216.2K | — | New |
| 1381 | Trek Financial#1381 · 4,336 sh | 4,336 | $216.0K | 0.01% | -3.4% |
| 1382 | ATLANTIC FAMILY WEALTH#1382 · 4,332 sh | 4,332 | $215.8K | 0.14% | -32.4% |
| 1383 | Insight Advisors, / PA#1383 · 4,325 sh | 4,325 | $215.5K | — | New |
| 1384 | Sunpointe#1384 · 4,313 sh | 4,313 | $214.9K | — | -48.7% |
| 1385 | Kuhn & Investment Counsel#1385 · 4,311 sh | 4,311 | $214.8K | 0.12% | New |
| 1386 | Passive Capital Management#1386 · 4,364 sh | 4,364 | $214.8K | 0.07% | -2.0% |
| 1387 | Boltwood Capital Management#1387 · 4,310 sh | 4,310 | $214.7K | — | New |
| 1388 | Nikulski Financial#1388 · 4,307 sh | 4,307 | $214.6K | 0.05% | New |
| 1389 | Range Advisory#1389 · 4,307 sh | 4,307 | $214.6K | 0.03% | New |
| 1390 | Mayflower Financial Advisors#1390 · 4,292 sh | 4,292 | $213.8K | 0.02% | New |
| 1391 | Red Door Wealth Management#1391 · 4,291 sh | 4,291 | $213.8K | 0.02% | New |
| 1392 | Rare Wolf Capital#1392 · 4,239 sh | 4,239 | $211.2K | — | New |
| 1393 | Second Half Financial Partners#1393 · 4,229 sh | 4,229 | $210.7K | 0.09% | New |
| 1394 | Sanibel Captiva Company#1394 · 4,222 sh | 4,222 | $210.3K | <0.01% | New |
| 1395 | Paragon Capital Management Ltd#1395 · 4,220 sh | 4,220 | $210.2K | — | -13.4% |
| 1396 | Diversified Enterprises#1396 · 4,195 sh | 4,195 | $209.0K | — | New |
| 1397 | HORIZON FINANCIAL SERVICES#1397 · 4,175 sh | 4,175 | $208.0K | 0.08% | +526.9% |
| 1398 | London & Capital Asset Management Ltd#1398 · 4,154 sh | 4,154 | $206.9K | <0.01% | New |
| 1399 | Evergreen Wealth Solutions#1399 · 3,901 sh | 3,901 | $206.7K | 0.01% | New |
| 1400 | Cannon Wealth Management Services#1400 · 4,123 sh | 4,123 | $205.4K | 0.11% | 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.