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
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Decreased -1.11%
0.08%
$361,008
8,322 shares@ 43.38 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Decreased -11.48%
0.23%
$351,816
8,159 shares@ 43.12 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Decreased -17.52%
0.12%
$338,462
7,802 shares@ 43.39 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -28.65%
0.1%
$324,363
7,477 shares@ 43.39 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.22%
0.07%
$308,500
7,111 shares@ 43.39 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -14.34%
0.06%
$299,340
6,994 shares@ 42.8 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Decreased -2.56%
0.05%
$285,112
6,572 shares@ 43.39 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
Decreased -0.59%
0.27%
$269,744
6,305 shares@ 42.79 avg price
Timothy Monaco@Lifeplan Financial, Llc
Recent Activity
Decreased -4.27%
0.24%
$268,956
6,200 shares@ 43.38 avg price
Jennifer Harrington@Farmers Trust Co
Recent Activity
Decreased -8.61%
0.05%
$253,079
5,834 shares@ 43.39 avg price