TFC

Truist Financial Corp

Latest period2024 - Q4Total superinvestors215

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 215 superinvestors own shares of Truist Financial Corp (TFC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Truist Financial Corp (TFC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Truist Financial Corp (TFC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Truist Financial Corp (TFC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jeff Welch@Bard Financial Services, Inc.
Recent Activity
Exited
0%
$470,470
11,000 shares@ 42.77 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
Exited
0%
$466,363
10,904 shares@ 42.77 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Exited
0%
$350,714
8,200 shares@ 42.77 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Exited
0%
$317,482
7,423 shares@ 42.78 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Exited
0%
$268,211
6,271 shares@ 42.78 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Exited
0%
$236,433
5,528 shares@ 42.78 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Exited
0%
$228,820
5,350 shares@ 42.78 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Exited
0%
$216,000
5,045 shares@ 42.82 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$2,000
52 shares@ 38.47 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Exited
0%
$129
3 shares@ 43.0 avg price