6 institutions reported holding $417,046 of TRUISTFINANCIALCORPORATION (TFC-PR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ethos Financial Group, LLC ($380,204), PNC Financial Services Group, Inc. ($20,723), First Command Advisory Services, Inc. ($11,748), KELLEHER FINANCIAL ADVISORS ($4,371), NBC SECURITIES, INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $380,204 | 20,971 | Hold |
| 2 | PNC Financial Services Group, Inc. | $20,723 | 1,143 | Trimmed |
| 3 | First Command Advisory Services, Inc. | $11,748 | 648 | New |
| 4 | KELLEHER FINANCIAL ADVISORS | $4,371 | 235 | Trimmed |
| 5 | NBC SECURITIES, INC. | $0 | 0 | Exited |
| 6 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31