Security Name: TRUIST FINANCIAL CORP
Ticker: TFC
Security Type: EQU
Exchange: US
CUSIP: 89832Q109

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $37.72B - 1,388 -
2024-09-30 $40.68B +7.8% 1,438 +3.6%
2024-12-31 $40.99B +0.8% 1,160 -19.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ATEGRA CAPITAL MANAGEMENT, LLC $14.2M 326K 9.4%
RHINO INVESTMENT PARTNERS, INC $26.0M 599K 5.8%
MONTGOMERY INVESTMENT MANAGEMENT INC $14.4M 332K 5.7%
PRANA CAPITAL MANAGEMENT, LP $117.1M 2,698K 5.6%
AZORA CAPITAL LP $90.2M 2,080K 4.1%
ALGEBRIS LTD $13.4M 319K 3.4%
CONTINENTAL ADVISORS LLC $6.9M 159K 3.2%
SOCORRO ASSET MANAGEMENT LP $8.1M 186K 3.2%
LOUDON INVESTMENT MANAGEMENT, LLC $5.3M 122K 3.0%
GRIFFITH & WERNER, INC. $4.5M 103K 3.0%
EDMP, INC. $3.1M 71K 2.9%
REGAL PARTNERS LTD $28.9M 665K 2.9%
OLD POINT TRUST & FINANCIAL SERVICES N A $7.2M 166K 2.5%
WEALTH GROUP, LTD. $3.8M 88K 2.5%
WELCH GROUP, LLC $54.1M 1,247K 2.4%
MCRAE CAPITAL MANAGEMENT INC $12.2M 280K 2.4%
CULLEN CAPITAL MANAGEMENT, LLC $199.2M 4,592K 2.3%
SAMLYN CAPITAL, LLC $151.8M 3,498K 2.3%
EQUITY INVESTMENT CORP $96.1M 2,214K 2.3%
FREEMONT MANAGEMENT S.A. $5.1M 116K 2.2%
DAVID WEALTH MANAGEMENT LLC $2.4M 54K 1.9%
TWEEDY, BROWNE CO LLC $27.6M 636K 1.9%
SKBA CAPITAL MANAGEMENT LLC $11.5M 265K 1.8%
ROWLANDMILLER & PARTNERS.ADV $8.6M 198K 1.8%
NFJ INVESTMENT GROUP, LLC $55.0M 1,267K 1.8%

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