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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/TFC

TFC

TFC Institutional Holdings & 13F Data

Truist Financial CORP

-$3.4B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1647

Popularity Rank

#192

Avg Weight

0.18%

Total Value

$43.1B

Ownership Trend

1647 institutions currently hold TFC, with 765 net buyers and 803 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

803

Net Buying Institutions

765

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$4.5B
CI
Capital International Investors
$3.9B
VC
Vanguard Capital Management LLC
$3.7B
SS
State Street CORP
$2.7B
BO
Bank Of America CORP /de/
$1.7B

Top 5 by Conviction

PC
Prana Capital Management, LP
4.12%
CC
Cullen Capital Management, LLC
2.10%
H&
Hotchkis & Wiley Capital Management LLC
1.07%
CI
Capital International Investors
0.91%
VC
Victory Capital Management INC
0.79%
View all 1647 holding institutions

Across its top 20 institutional holders, TFC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$18.7B

Total Buy Value

$24.6B

Total Sell Value

New buy127
Trim653
Add638
Sold out150

765

Net Buyers

803

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutional and insider selling align, bearish outlook

Signal Basis

13F data shows net institutional outflow of $3.38B, with 803 sellers versus 765 buyers; the sole insider trade was Chairman & CEO William H Rogers Jr selling $694K.

Confirmation

Continued institutional net selling and insider selling in the next quarter would confirm the bearish trajectory.

Invalidation Risk

A reversal to net institutional buying or a halt in insider selling would invalidate this bearish view.

AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.

See the institutional 13F filings behind this signal

Smart Money Convergence

TFC does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/TFC

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Jul 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellWilliam H Rogers JRChairman & CEO2026-07-20$694K
SellPowell Cynthia BCorp. Controller & CAO2026-02-02$184K
SellMaguire Michael BaronChief Financial Officer2026-01-26$652K
SellBoyer K. David Jr.Director2025-11-25$240K
SellBender Bradley DChief Risk Officer2025-07-22$567K
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$202K

Total Est. Value

4K shares

Planned Shares

Last Filed 2026-07-23
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Boyer K. David Jr.Director2026-07-234K shares$202K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-23
2026-07-23

On July 23, 2026, Truist Financial Corporation issued and sold $1.25 billion in 4.957% Fixed-to-Floating Rate Medium-Term Notes (Series I, Senior) due 2030. The offering was made under an existing SEC shelf registration, and a legal opinion from Mayer Brown LLP was filed as part of this 8-K.

View Full Filing (SEC EDGAR)
2026-07-17

Truist Financial Corporation reported its second quarter 2026 earnings on July 17, 2026. The company issued a press release and posted its Earnings Release, Quarterly Performance Summary, and Earnings Release Presentation on its website. The materials contain forward-looking statements and cautionary language.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

89832Q109, 89832Q909, 89832q109

FAQ

Who are the top institutional investors holding TRUIST FINANCIAL CORP (TFC)?
Major stakeholders currently include BlackRock, Inc. ($4.5B), Capital International Investors ($3.9B), Vanguard Capital Management LLC ($3.7B). Based on the latest 13F filings, there are a total of 1647 tracked investment funds and institutions maintaining positions in TFC.
What is the overall institutional sentiment toward TFC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $3.4B, driven by 765 managers accumulating shares while 803 reduced their exposure.
Which institutions have been selling or reducing their TFC positions?
In the latest period, 653 funds trimmed their holdings, and 150 managers completely exited their positions. The aggregate reported sell value was $24.6B.
Are there any notable investors adding TFC to their portfolios?
Yes, buying activity remains notable. 127 institutions opened new positions in {ticker}, and 638 existing holders added to their shares. The total reported buy value for the quarter amounted to $18.7B.

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Developer Access

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REST API

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CLI

npx alphasmo stocks get TFC
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