DOSSIER · 13F Holders · Q2 2026
TFC 5.25 PERP O

Truist Financial Corp 5.25 Pe

4 institutions still hold Truist Financial Corp 5.25 Pe as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89832Q745·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$605K
visible holders
Holders
4
filers reporting
Concentration
86.77%
WHALEROCK POINT PARTNERS, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported TFC 5.25 PERP O in Q2 2026. WHALEROCK POINT PARTNERS, LLC leads at 86.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WHALEROCK POINT PARTNERS, LLC
CIK 0001389709
$525K26K0.09%Q2 2026
02
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$41K2K0.00%Q2 2026
03
First Command Advisory Services, Inc.
CIK 0001727336
$26K1K0.00%Q2 2026
04
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$13K5960.00%Q4 2025