Truist Financial Corp 4.75 Pfd

DOSSIER · 13F Holders · Q2 2026

TFC 4.75 PERP R

Truist Financial Corp 4.75 Pfd

4 institutions still hold Truist Financial Corp 4.75 Pfd as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89832Q695·4 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$567K

visible holders

Holders

4

filers reporting

Concentration

68.22%

Ethos Financial Group, LLC #1

top holder share

AI Holders Summary · Q2 2026

4 institutions reported TFC 4.75 PERP R in Q2 2026. Ethos Financial Group, LLC leads at 68.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

01

Ethos Financial Group, LLC

CIK 0001954242

$387K21K0.03%Q2 2026 02

KELLEHER FINANCIAL ADVISORS

CIK 0001507971

$113K6K0.02%Q2 2026 03

First Command Advisory Services, Inc.