HolderBook

TRUIST FINL CORP DEP SHS PFD I (TFCPRI)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

3
Reporting holders
$942.1K
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Moran Wealth Management, LLC$886.1K49,4750.02%newNEW
PNC Financial Services Group, Inc.$51.8K2,8930.00%27q-20.3%-$13.2K
KELLEHER FINANCIAL ADVISORS$4.2K2350.00%newNEW
DELTA CAPITAL MANAGEMENT LLC$34018,9950.16%27qHELD
BESSEMER GROUP INC$452,5000.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$942.1K52,6032010.0%
Q1 20262$67.8K22,6230000.0%
Q4 20253$141.4K26,1230020.0%
Q3 20253$242.9K29,6530010.0%
Q2 20253$207.4K34,2401010.0%
Q1 20252$237.6K29,6950020.0%
Q4 20242$279.7K32,4820010.0%
Q3 20242$333.8K34,2230010.0%
Q2 20242$347.2K34,8990010.0%
Q1 20242$341.1K35,5910010.0%
Q4 20232$423.5K40,0030010.0%
Q3 20232$452.2K40,8560010.0%
Q2 20232$449.7K42,1220200.0%
Q1 20232$446.7K40,5030010.0%
Q4 20222$388.7K40,6310100.0%
Q3 20222$708.0K37,6310010.0%
Q2 20222$749.0K39,0520100.0%
Q1 20222$839.0K38,7800100.0%
Q4 20213$1.3M49,7990110.0%
Q3 20213$1.3M50,3660100.0%
Q2 20213$1.3M50,1660000.0%
Q1 20213$1.3M50,1660100.0%
Q4 20203$1.3M49,0480100.0%
Q3 20203$1.2M48,7570010.0%
Q2 20203$1.2M49,1070100.0%
Q1 20203$972.0K48,8660100.0%
Q4 20193$1.2M48,2783000.0%