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
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.25%
0.02%
$397,404
9,161 shares@ 43.38 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 0.13%
0.02%
$396,623
9,143 shares@ 43.38 avg price
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc
Recent Activity
Increased 9%
0.04%
$368,079
8,485 shares@ 43.38 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Increased 3.92%
0.03%
$365,042
8,415 shares@ 43.38 avg price
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 1.83%
0.08%
$353,243
8,143 shares@ 43.38 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Increased 3.04%
0.04%
$334,547
7,712 shares@ 43.39 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 4.41%
0.02%
$313,683
7,231 shares@ 43.39 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 4.43%
0.05%
$307,381
7,086 shares@ 43.38 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 23.39%
0.06%
$297,074
6,848 shares@ 43.39 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 8.88%
0.02%
$292,598
6,745 shares@ 43.38 avg price