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
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 0.15%
0.26%
$1.948M
44,910 shares@ 43.39 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -4.45%
0.24%
$1.905M
43,909 shares@ 43.38 avg price
RICHARD AHL, JR.@Ahl Investment Management, Inc.
Recent Activity
Decreased -2.04%
1.34%
$1.904M
43,894 shares@ 43.39 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Increased 0.24%
0.39%
$1.833M
42,297 shares@ 43.33 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 1.7%
0.04%
$1.71M
39,413 shares@ 43.38 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
New Position
0.15%
$1.708M
39,385 shares@ 43.38 avg price
John Boardman@Ballast, Inc.
Recent Activity
Decreased -4.97%
0.49%
$1.694M
39,058 shares@ 43.38 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 185.14%
0.04%
$1.692M
39,001 shares@ 43.38 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Increased 13.74%
0.84%
$1.65M
38,039 shares@ 43.39 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
Increased 17.93%
0.12%
$1.626M
37,468 shares@ 43.4 avg price