TFC

Truist Financial Corp

Latest period2024 - Q4Total superinvestors215

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 0.22%	0.31%	$10.992M 253,390 shares@ 43.39 avg price	Increased 0.22%
Kristina Eisnor@Boston Common Asset Management, Llc Recent Activity Increased 18.31%	0.24%	$7.93M 182,813 shares@ 43.39 avg price	Increased 18.31%
Terry M. Stanford@Diversified Trust Co Recent Activity Decreased -0.3%	0.19%	$7.771M 179,136 shares@ 43.38 avg price	Decreased -0.3%
Jessica Salas@Umb Bank, N.a. Recent Activity Increased 796.15%	0.12%	$7.43M 171,272 shares@ 43.38 avg price	Increased 796.15%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 33.42%	0.07%	$6.05M↑ Call 139,468 shares@ 43.38 avg price	Increased 33.42%
Derek H. Baugh@Baugh & Associates, Llc Recent Activity Increased 0.06%	2.94%	$5.667M 135,537 shares@ 41.82 avg price	Increased 0.06%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 13.96%	0.3%	$5.49M 126,549 shares@ 43.39 avg price	Increased 13.96%
Rick Sanford@Whitener Capital Management, Inc. Recent Activity Decreased -11.84%	1.5%	$5.352M 123,380 shares@ 43.38 avg price	Decreased -11.84%
Lisa Bracken@Bridge Creek Capital Management Llc Recent Activity Decreased -2.31%	1.57%	$5.075M 116,988 shares@ 43.38 avg price	Decreased -2.31%
John DIce@Lafleur & Godfrey Llc Recent Activity Increased 4.52%	0.65%	$4.692M 108,168 shares@ 43.39 avg price	Increased 4.52%