TRUIST FINANCIAL CORP (TFC) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 1,714
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Axiom Investment Management#1601 · 300 sh | 300 | $14.9K | 0.01% | New |
| 1602 | Olistico Wealth#1602 · 300 sh | 300 | $14.9K | — | 0.0% |
| 1603 | Advantage#1603 · 300 sh | 300 | $14.9K | — | New |
| 1604 | SUMMIT SECURITIES GROUP#1604 · 289 sh | 289 | $14.4K | <0.01% | -5.9% |
| 1605 | Torren Management#1605 · 279 sh | 279 | $13.9K | <0.01% | +0.4% |
| 1606 | 1 NORTH WEALTH SERVICES#1606 · 276 sh | 276 | $13.8K | <0.01% | New |
| 1607 | Virginia Estate & Retirement Planning Advisors#1607 · 268 sh | 268 | $13.4K | — | 0.0% |
| 1608 | Bell Investment Advisors#1608 · 255 sh | 255 | $12.7K | <0.01% | +4.1% |
| 1609 | MILLER WEALTH ADVISORS#1609 · 250 sh | 250 | $12.5K | <0.01% | 0.0% |
| 1610 | ST GERMAIN D J#1610 · 248 sh | 248 | $12.4K | <0.01% | 0.0% |
| 1611 | AMERICAN NATIONAL BANK#1611 · 244 sh | 244 | $12.2K | — | New |
| 1612 | Fedenia Advisers#1612 · 240 sh | 240 | $12.0K | — | New |
| 1613 | Key FInancial#1613 · 232 sh | 232 | $11.6K | <0.01% | +48.7% |
| 1614 | Mowery & Schoenfeld Wealth Management#1614 · 226 sh | 226 | $11.2K | 0.02% | 0.0% |
| 1615 | ATWOOD & PALMER#1615 · 225 sh | 225 | $11.2K | — | 0.0% |
| 1616 | Provenance Wealth Advisors#1616 · 225 sh | 225 | $11.2K | <0.01% | New |
| 1617 | RAFFA WEALTH MANAGEMENT#1617 · 219 sh | 219 | $10.9K | <0.01% | +15.9% |
| 1618 | Richard W. Paul & Associates#1618 · 211 sh | 211 | $10.5K | <0.01% | -56.4% |
| 1619 | RMG Wealth Management#1619 · 224 sh | 224 | $10.5K | — | +98.2% |
| 1620 | Joseph Group Capital Management#1620 · 204 sh | 204 | $10.2K | <0.01% | +61.9% |
| 1621 | Coston, McIsaac & Partners#1621 · 202 sh | 202 | $10.0K | <0.01% | 0.0% |
| 1622 | WEBSTER BANK, N. A.#1622 · 200 sh | 200 | $10.0K | <0.01% | 0.0% |
| 1623 | Founders Capital Management#1623 · 200 sh | 200 | $10.0K | — | New |
| 1624 | RAELIPSKIE PARTNERSHIP#1624 · 200 sh | 200 | $10.0K | <0.01% | -55.3% |
| 1625 | SIMS INVESTMENT MANAGEMENT#1625 · 198 sh | 198 | $9.9K | — | New |
| 1626 | DUNCKER STREETT#1626 · 196 sh | 196 | $9.8K | <0.01% | -19.7% |
| 1627 | Bay Harbor Wealth Management#1627 · 191 sh | 191 | $9.5K | <0.01% | +33.6% |
| 1628 | Sachetta#1628 · 190 sh | 190 | $9.5K | <0.01% | +3.8% |
| 1629 | SWAN Capital#1629 · 180 sh | 180 | $9.0K | <0.01% | +5.9% |
| 1630 | Boreal Capital Management#1630 · 176 sh | 176 | $8.8K | <0.01% | 0.0% |
| 1631 | Plante Moran Financial Advisors#1631 · 173 sh | 173 | $8.6K | <0.01% | 0.0% |
| 1632 | Cornerstone Financial Management#1632 · 173 sh | 173 | $8.6K | <0.01% | +3.0% |
| 1633 | HOLLENCREST SECURITIES#1633 · 168 sh | 168 | $8.4K | <0.01% | 0.0% |
| 1634 | Osbon Capital Management#1634 · 164 sh | 164 | $8.2K | <0.01% | +1.2% |
| 1635 | Caitlin John#1635 · 163 sh | 163 | $8.1K | <0.01% | New |
| 1636 | Centennial Bank#1636 · 161 sh | 161 | $8.0K | <0.01% | 0.0% |
| 1637 | Marquette Asset Management#1637 · 159 sh | 159 | $7.9K | — | +55.9% |
| 1638 | Creative Capital Management Investments#1638 · 156 sh | 156 | $7.8K | <0.01% | +300.0% |
| 1639 | SOA Wealth Advisors#1639 · 155 sh | 155 | $7.7K | <0.01% | -85.0% |
| 1640 | Lavaca Capital#1640 · 153 sh | 153 | $7.6K | <0.01% | New |
| 1641 | Fortis Group Advisors#1641 · 150 sh | 150 | $7.5K | <0.01% | 0.0% |
| 1642 | E Fund Management (Hong Kong) , Ltd.#1642 · 147 sh | 147 | $7.3K | <0.01% | 0.0% |
| 1643 | Advocate Investing Services#1643 · 143 sh | 143 | $7.1K | — | 0.0% |
| 1644 | Bangor Savings Bank#1644 · 136 sh | 136 | $6.8K | — | -48.5% |
| 1645 | DiNuzzo Private Wealth#1645 · 135 sh | 135 | $6.7K | — | +1.5% |
| 1646 | Tidemark#1646 · 127 sh | 127 | $6.3K | <0.01% | 0.0% |
| 1647 | SJS Investment Consulting#1647 · 123 sh | 123 | $6.1K | — | 0.0% |
| 1648 | SIT INVESTMENT ASSOCIATES#1648 · 125 sh | 125 | $6.0K | <0.01% | 0.0% |
| 1649 | BOK Financial Private Wealth#1649 · 115 sh | 115 | $5.7K | <0.01% | New |
| 1650 | Key Capital Management#1650 · 112 sh | 112 | $5.6K | <0.01% | 0.0% |
| 1651 | Highland Investment Advisors#1651 · 111 sh | 111 | $5.5K | <0.01% | — |
| 1652 | Strive Financial Group#1652 · 111 sh | 111 | $5.5K | <0.01% | 0.0% |
| 1653 | Synergy Investment Management#1653 · 110 sh | 110 | $5.5K | <0.01% | 0.0% |
| 1654 | Dynamic Wealth Strategies#1654 · 109 sh | 109 | $5.4K | — | +194.6% |
| 1655 | United Financial Planning Group#1655 · 105 sh | 105 | $5.2K | <0.01% | 0.0% |
| 1656 | Farmers & Merchants of Chambersburg PA#1656 · 104 sh | 104 | $5.0K | — | -82.5% |
| 1657 | Westend Capital Management#1657 · 100 sh | 100 | $5.0K | <0.01% | 0.0% |
| 1658 | Nvest Wealth Strategies#1658 · 100 sh | 100 | $5.0K | — | 0.0% |
| 1659 | Darwin Wealth Management#1659 · 98 sh | 98 | $4.9K | <0.01% | +1.0% |
| 1660 | NVWM#1660 · 97 sh | 97 | $4.8K | — | -36.6% |
| 1661 | Mosley Wealth Management#1661 · 96 sh | 96 | $4.8K | — | +6.7% |
| 1662 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1662 · 94 sh | 94 | $4.7K | 0.00% | 0.0% |
| 1663 | PROATHLETE WEALTH MANAGEMENT#1663 · 89 sh | 89 | $4.5K | — | 0.0% |
| 1664 | POM Investment Strategies#1664 · 89 sh | 89 | $4.4K | — | -84.9% |
| 1665 | DT Investment Partners#1665 · 88 sh | 88 | $4.4K | — | 0.0% |
| 1666 | Financial Management Professionals#1666 · 88 sh | 88 | $4.4K | — | +15.8% |
| 1667 | LifeSteps Financial#1667 · 85 sh | 85 | $4.2K | — | New |
| 1668 | Barnes Dennig Private Wealth Management#1668 · 85 sh | 85 | $4.2K | <0.01% | 0.0% |
| 1669 | Rakuten Securities#1669 · 81 sh | 81 | $4.0K | <0.01% | +32.8% |
| 1670 | Principia Wealth Advisory#1670 · 75 sh | 75 | $3.7K | <0.01% | +2.7% |
| 1671 | Fourth Dimension Wealth#1671 · 72 sh | 72 | $3.6K | <0.01% | New |
| 1672 | Burk#1672 · 71 sh | 71 | $3.5K | <0.01% | 0.0% |
| 1673 | Allied Private Wealth#1673 · 70 sh | 70 | $3.5K | <0.01% | — |
| 1674 | Daytona Street Capital#1674 · 67 sh | 67 | $3.5K | — | -50.0% |
| 1675 | Retirement Wealth Solutions#1675 · 65 sh | 65 | $3.2K | — | -4.4% |
| 1676 | Lodestone Wealth Management#1676 · 65 sh | 65 | $3.2K | — | 0.0% |
| 1677 | Beaird Harris Wealth Management#1677 · 63 sh | 63 | $3.1K | <0.01% | 0.0% |
| 1678 | HFM Investment Advisors#1678 · 62 sh | 62 | $3.1K | <0.01% | +100.0% |
| 1679 | Clark Wealth Partners#1679 · 62 sh | 62 | $3.1K | — | -3.1% |
| 1680 | Frazier Financial Advisors#1680 · 59 sh | 59 | $2.9K | <0.01% | -13.2% |
| 1681 | ABOUND FINANCIAL#1681 · 58 sh | 58 | $2.9K | <0.01% | 0.0% |
| 1682 | CBIZ Investment Advisory Services#1682 · 55 sh | 55 | $2.5K | <0.01% | 0.0% |
| 1683 | Aventus Investment Advisors#1683 · 50 sh | 50 | $2.5K | — | 0.0% |
| 1684 | TFC Financial Management#1684 · 49 sh | 49 | $2.4K | — | +58.1% |
| 1685 | TOUNJIAN ADVISORY PARTNERS#1685 · 47 sh | 47 | $2.3K | <0.01% | -99.8% |
| 1686 | Financial Gravity Companies, (FGCO)#1686 · 44 sh | 44 | $2.2K | <0.01% | — |
| 1687 | MidFirst Bank#1687 · 44 sh | 44 | $2.2K | <0.01% | +388.9% |
| 1688 | WestEnd Advisors#1688 · 43 sh | 43 | $2.1K | 0.00% | +4.9% |
| 1689 | Aberdeen Wealth Management#1689 · 40 sh | 40 | $2.0K | <0.01% | New |
| 1690 | Delta Accumulation#1690 · 39 sh | 39 | $1.9K | <0.01% | New |
| 1691 | Quaker Wealth Management#1691 · 36 sh | 36 | $1.8K | — | -16.3% |
| 1692 | 1015 Capital Partners#1692 · 35 sh | 35 | $1.7K | <0.01% | +9.4% |
| 1693 | Davis Capital Management#1693 · 31 sh | 31 | $1.5K | — | +158.3% |
| 1694 | Kings Path Partners#1694 · 31 sh | 31 | $1.5K | — | +24.0% |
| 1695 | Phillip James Consulting#1695 · 26 sh | 26 | $1.3K | <0.01% | New |
| 1696 | Purpose Unlimited#1696 · 24 sh | 24 | $1.2K | 0.00% | -46.7% |
| 1697 | NorthAvenue#1697 · 21 sh | 21 | $1.0K | <0.01% | 0.0% |
| 1698 | CKW FINANCIAL GROUP#1698 · 12 sh | 12 | $1.0K | <0.01% | New |
| 1699 | Three Bearings Fiduciary Advisors#1699 · 20 sh | 20 | $997.00 | <0.01% | 0.0% |
| 1700 | DecisionPoint Financial#1700 · 14 sh | 14 | $713.00 | <0.01% | 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.