TRUIST FINANCIAL CORP (TFC) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 1,714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Wilkerson Advisory Group#1501 · 1,211 sh | 1,211 | $60.3K | — | +46.6% |
| 1502 | Rossby Financial, LCC#1502 · 1,177 sh | 1,177 | $58.6K | 0.01% | -19.5% |
| 1503 | Washington Advisors#1503 · 1,176 sh | 1,176 | $58.6K | — | 0.0% |
| 1504 | City State Bank#1504 · 1,169 sh | 1,169 | $58.2K | — | 0.0% |
| 1505 | Luken Investment Analytics#1505 · 1,163 sh | 1,163 | $57.9K | 0.02% | New |
| 1506 | WPG Advisers#1506 · 1,148 sh | 1,148 | $57.2K | 0.03% | +26.2% |
| 1507 | First Bancorp#1507 · 1,129 sh | 1,129 | $56.2K | — | New |
| 1508 | Whipplewood Advisors#1508 · 1,122 sh | 1,122 | $55.9K | — | -82.9% |
| 1509 | HARBOR INVESTMENT ADVISORY#1509 · 1,118 sh | 1,118 | $55.7K | — | 0.0% |
| 1510 | Morton Brown Family Wealth#1510 · 1,104 sh | 1,104 | $55.0K | — | +158.5% |
| 1511 | GoalVest Advisory#1511 · 1,094 sh | 1,094 | $54.5K | — | +2.9% |
| 1512 | PARADIGM ASSET MANAGEMENT#1512 · 1,083 sh | 1,083 | $54.0K | 0.01% | 0.0% |
| 1513 | Keating Financial Advisory Services#1513 · 1,069 sh | 1,069 | $53.3K | <0.01% | +39.4% |
| 1514 | Dorato Capital Management#1514 · 1,010 sh | 1,010 | $52.2K | — | 0.0% |
| 1515 | CoreCap Advisors#1515 · 1,037 sh | 1,037 | $51.6K | — | +13.8% |
| 1516 | ACTION POINT FINANCIAL PLANNING#1516 · 1,031 sh | 1,031 | $51.2K | <0.01% | New |
| 1517 | TD Capital Management#1517 · 1,027 sh | 1,027 | $51.1K | <0.01% | +150.5% |
| 1518 | Hickory Point Bank#1518 · 1,022 sh | 1,022 | $50.9K | — | 0.0% |
| 1519 | PIN OAK INVESTMENT ADVISORS#1519 · 1,069 sh | 1,069 | $50.0K | 0.04% | 0.0% |
| 1520 | Aventura Private Wealth#1520 · 988 sh | 988 | $49.2K | 0.02% | +5.1% |
| 1521 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1521 · 980 sh | 980 | $48.8K | <0.01% | New |
| 1522 | Private Wealth Management Group#1522 · 966 sh | 966 | $48.1K | — | 0.0% |
| 1523 | Morse Asset Management#1523 · 958 sh | 958 | $47.7K | <0.01% | New |
| 1524 | Steigerwald, Gordon & Koch#1524 · 954 sh | 954 | $47.5K | <0.01% | +37.3% |
| 1525 | True Wealth Design#1525 · 941 sh | 941 | $46.9K | — | +54.5% |
| 1526 | SHP Wealth Management#1526 · 927 sh | 927 | $46.2K | <0.01% | +0.9% |
| 1527 | Gen-Wealth Partners#1527 · 908 sh | 908 | $45.2K | 0.01% | 0.0% |
| 1528 | ZRC WEALTH MANAGEMENT#1528 · 892 sh | 892 | $44.4K | — | +44.6% |
| 1529 | Trust Co#1529 · 875 sh | 875 | $43.6K | — | -59.4% |
| 1530 | Signature Equity Partners#1530 · 863 sh | 863 | $43.0K | 0.02% | -1.0% |
| 1531 | Winthrop Capital Management#1531 · 840 sh | 840 | $42.0K | 0.01% | 0.0% |
| 1532 | Quest 10 Wealth Builders#1532 · 834 sh | 834 | $41.5K | 0.03% | +1.2% |
| 1533 | Newbridge Financial Services Group#1533 · 815 sh | 815 | $40.6K | — | New |
| 1534 | Bare Financial Services#1534 · 812 sh | 812 | $40.5K | <0.01% | +0.4% |
| 1535 | Ares Financial Consulting#1535 · 797 sh | 797 | $39.7K | — | 0.0% |
| 1536 | WELLINGTON-ALTUS USA#1536 · 828 sh | 828 | $38.1K | 0.03% | +85.2% |
| 1537 | Ancora Advisors#1537 · 749 sh | 749 | $37.3K | <0.01% | -20.0% |
| 1538 | Winch Advisory Services#1538 · 728 sh | 728 | $36.3K | <0.01% | +1.1% |
| 1539 | Atlantic Private Wealth#1539 · 715 sh | 715 | $35.6K | 0.02% | 0.0% |
| 1540 | LOOMIS SAYLES & L P#1540 · 713 sh | 713 | $35.5K | 0.00% | +64.7% |
| 1541 | Glen Eagle Advisors#1541 · 700 sh | 700 | $34.9K | <0.01% | +196.6% |
| 1542 | Walleye Capital#1542 · 699 sh | 699 | $34.8K | <0.01% | New |
| 1543 | Rosenberg Matthew Hamilton#1543 · 668 sh | 668 | $33.3K | — | 0.0% |
| 1544 | Financial Perspectives#1544 · 637 sh | 637 | $31.8K | <0.01% | 0.0% |
| 1545 | McMillan Office#1545 · 629 sh | 629 | $31.3K | <0.01% | 0.0% |
| 1546 | HORIZON BANCORP#1546 · 627 sh | 627 | $31.0K | 0.01% | 0.0% |
| 1547 | VALLEY WEALTH MANAGERS#1547 · 619 sh | 619 | $30.8K | — | 0.0% |
| 1548 | Navigoe#1548 · 621 sh | 621 | $30.0K | 0.02% | +3.5% |
| 1549 | Stone House Investment Management#1549 · 601 sh | 601 | $30.0K | — | +27.1% |
| 1550 | N.E.W. Advisory Services#1550 · 600 sh | 600 | $29.9K | <0.01% | 0.0% |
| 1551 | Westfuller Advisors#1551 · 580 sh | 580 | $28.9K | 0.01% | +13.5% |
| 1552 | EFG International AG#1552 · 578 sh | 578 | $28.8K | <0.01% | -21.4% |
| 1553 | MCDONALD PARTNERS#1553 · 565 sh | 565 | $28.1K | <0.01% | New |
| 1554 | Triumph Capital Management#1554 · 551 sh | 551 | $27.5K | — | +0.5% |
| 1555 | James T. Borello RIA#1555 · 535 sh | 535 | $26.7K | — | -7.1% |
| 1556 | Kilter Group#1556 · 524 sh | 524 | $26.1K | <0.01% | -4.4% |
| 1557 | PEOPLES FINANCIAL SERVICES#1557 · 523 sh | 523 | $26.1K | — | -7.9% |
| 1558 | HIGHLINE WEALTH PARTNERS#1558 · 522 sh | 522 | $26.0K | — | +27.0% |
| 1559 | Rialto Wealth Management#1559 · 506 sh | 506 | $25.2K | <0.01% | +9.8% |
| 1560 | Dogwood Wealth Management#1560 · 499 sh | 499 | $24.9K | <0.01% | -17.7% |
| 1561 | STANCE CAPITAL#1561 · 498 sh | 498 | $24.8K | <0.01% | New |
| 1562 | PROSPERITY BANCSHARES#1562 · 496 sh | 496 | $24.7K | 0.02% | +4.4% |
| 1563 | FNY Investment Advisers#1563 · 500 sh | 500 | $24.0K | — | -15.7% |
| 1564 | Crewe Advisors#1564 · 471 sh | 471 | $23.5K | <0.01% | +180.4% |
| 1565 | Catalyst Capital Advisors#1565 · 468 sh | 468 | $23.3K | <0.01% | -50.8% |
| 1566 | Spectrum Wealth Advisory Group#1566 · 467 sh | 467 | $23.3K | <0.01% | New |
| 1567 | JFS WEALTH ADVISORS#1567 · 464 sh | 464 | $22.7K | <0.01% | +11.3% |
| 1568 | Kemnay Advisory Services#1568 · 456 sh | 456 | $22.7K | <0.01% | +4.1% |
| 1569 | Hartford Financial Management#1569 · 449 sh | 449 | $22.4K | — | 0.0% |
| 1570 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1570 · 440 sh | 440 | $21.9K | — | 0.0% |
| 1571 | High Note Wealth#1571 · 435 sh | 435 | $21.7K | <0.01% | +4.8% |
| 1572 | MCGUIRE CAPITAL ADVISORS#1572 · 425 sh | 425 | $21.2K | 0.01% | +0.2% |
| 1573 | MASECO LLP#1573 · 424 sh | 424 | $21.1K | — | 0.0% |
| 1574 | PFS Partners#1574 · 412 sh | 412 | $20.5K | — | +0.7% |
| 1575 | COUNTRY BANK#1575 · 408 sh | 408 | $20.3K | <0.01% | 0.0% |
| 1576 | Orion Capital Management#1576 · 397 sh | 397 | $19.8K | <0.01% | +1.0% |
| 1577 | Fairman Group#1577 · 396 sh | 396 | $19.7K | — | +1.0% |
| 1578 | Buck Wealth Strategies#1578 · 395 sh | 395 | $19.7K | <0.01% | New |
| 1579 | Aspect Partners#1579 · 389 sh | 389 | $19.4K | — | 0.0% |
| 1580 | MONETARY MANAGEMENT GROUP#1580 · 388 sh | 388 | $19.3K | <0.01% | 0.0% |
| 1581 | OGOREK ANTHONY JOSEPH /NY#1581 · 396 sh | 396 | $19.0K | <0.01% | -27.5% |
| 1582 | PlanVest Financial#1582 · 380 sh | 380 | $18.9K | 0.01% | +0.3% |
| 1583 | Basepoint Wealth#1583 · 379 sh | 379 | $18.9K | 0.01% | 0.0% |
| 1584 | MARYLAND CAPITAL ADVISORS#1584 · 377 sh | 377 | $18.8K | — | — |
| 1585 | JNBA Financial Advisors#1585 · 374 sh | 374 | $18.6K | <0.01% | -50.1% |
| 1586 | Pinnacle Bancorp#1586 · 365 sh | 365 | $18.2K | — | 0.0% |
| 1587 | Prestige Wealth Management Group#1587 · 364 sh | 364 | $18.1K | <0.01% | 0.0% |
| 1588 | Cedar Mountain Advisors#1588 · 363 sh | 363 | $18.1K | — | +16.3% |
| 1589 | WOLFF WIESE MAGANA#1589 · 363 sh | 363 | $18.1K | — | +86.2% |
| 1590 | Hanson & Doremus Investment Management#1590 · 356 sh | 356 | $18.0K | — | 0.0% |
| 1591 | Strategic Wealth Partners, Ltd.#1591 · 361 sh | 361 | $18.0K | <0.01% | 0.0% |
| 1592 | Piscataqua Savings Bank#1592 · 360 sh | 360 | $17.9K | — | 0.0% |
| 1593 | Valued Wealth Advisors#1593 · 327 sh | 327 | $16.3K | <0.01% | +1.9% |
| 1594 | Avion Wealth#1594 · 328 sh | 328 | $16.0K | <0.01% | +11.9% |
| 1595 | ARMSTRONG ADVISORY GROUP#1595 · 320 sh | 320 | $15.9K | — | 0.0% |
| 1596 | MEEDER ASSET MANAGEMENT#1596 · 320 sh | 320 | $15.9K | <0.01% | +20.3% |
| 1597 | Solstein Capital#1597 · 311 sh | 311 | $15.5K | <0.01% | 0.0% |
| 1598 | Dunhill Financial#1598 · 306 sh | 306 | $15.3K | <0.01% | +14.6% |
| 1599 | Cornerstone Planning Group#1599 · 294 sh | 294 | $15.2K | — | -4.9% |
| 1600 | Coastline#1600 · 300 sh | 300 | $14.9K | — | 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.