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
Lisa Rolon@Fifth Third Wealth Advisors Llc Recent Activity Increased 44.56%	0.06%	$958,872 22,104 shares@ 43.39 avg price	Increased 44.56%
Beth Uhlen@Canandaigua National Trust Co Of Florida Recent Activity	0.68%	$865,474 19,951 shares@ 43.38 avg price
Steven Sergio@Rmr Wealth Builders Recent Activity Increased 1.72%	0.09%	$831,378 19,165 shares@ 43.39 avg price	Increased 1.72%
Tim Reyna@Cerro Pacific Wealth Advisors Llc Recent Activity Increased 5.14%	0.27%	$811,873 18,982 shares@ 42.78 avg price	Increased 5.14%
Scott Kapusta@First County Bank Ct Recent Activity Decreased -2.69%	0.44%	$786,089 18,121 shares@ 43.39 avg price	Decreased -2.69%
Terry Ammons@Sheets Smith Wealth Management Recent Activity Increased 0.06%	0.1%	$783,674 18,065 shares@ 43.39 avg price	Increased 0.06%
Moying Lu@Eads & Heald Wealth Management Recent Activity Increased 28.01%	0.39%	$778,000 17,939 shares@ 43.37 avg price	Increased 28.01%
Andrew Brady@Brady Family Wealth, Llc Recent Activity	0.24%	$765,969 17,657 shares@ 43.39 avg price
Elton Wilcox@Elevated Capital Advisors, Llc Recent Activity Decreased -2.1%	0.21%	$764,752 17,629 shares@ 43.39 avg price	Decreased -2.1%
Sam Kirkpatrick@Mayfair Advisory Group, Llc Recent Activity Increased 12.83%	0.45%	$763,358 17,597 shares@ 43.39 avg price	Increased 12.83%