SEC 13F Intelligence

Truist Financial Corp 5.25 Pe

CUSIP 89832Q745

Truist Financial Corp 5.25 Pe has 3 institutional holders in Filings Flow’s 13F database, together reporting 26.5K shares worth $544,653 as of Q1 2026. The largest reported holders are Whalerock Point Partners, LLC, Pnc Financial Services Group, Inc., and First Command Advisory Services, Inc..

Institutional Holders
3
Q1 2026
Reported Value
$544,653
Ticker
unmapped
private placement or foreign
Quarters Tracked
19

Ownership Trend

Institutional holders
Q2 ’21: 1Q2 ’21Q4 ’21: 1Q1 ’22: 2Q2 ’22: 1Q2 ’22Q3 ’22: 2Q4 ’22: 2Q1 ’23: 2Q1 ’23Q2 ’23: 2Q3 ’23: 2Q4 ’23: 3Q4 ’23Q1 ’24: 2Q2 ’24: 2Q3 ’24: 3Q3 ’24Q4 ’24: 3Q1 ’25: 3Q2 ’25: 3Q2 ’25Q3 ’25: 2Q4 ’25: 3Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $14,000Q2 ’21Q4 ’21: $1,000Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $3MQ4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $595,267Q2 ’24: $664,139Q3 ’24: $1MQ3 ’24Q4 ’24: $981,461Q1 ’25: $989,289Q2 ’25: $521,350Q2 ’25Q3 ’25: $18,525Q4 ’25: $565,601Q1 ’26: $544,653Q1 ’26filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
WHALEROCK POINT PARTNERS, LLC$518M AUM0.10%$526,59225.6KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9,524463Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$8,537415Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$1,07750Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.