Who holds TFCticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TRUIST FINL CORP · COM · quarter ended 2026-03-31 · 21 members disclosed TFC ↗

1,224

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$36.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

582

addsholders whose share count rose or who opened the position (new + add), by shares

145

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TFC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.5B	98,334,407	+315,082	add
2	Capital International Investors	$3.9B	84,512,937	−23,845,227	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	81,496,408	—	no prior
4	STATE STREET CORP	$2.7B	58,191,593	−1,103,311	trim
5	BANK OF AMERICA CORP /DE/	$1.7B	37,921,435	−484,471	trim
6	VICTORY CAPITAL MANAGEMENT INC	$1.2B	26,936,449	−5,027,944	trim
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	24,096,665	—	no prior
8	MORGAN STANLEY	$993M	21,597,973	+666,694	add
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$815M	17,700,985	+121,967	add
10	FMR LLC	$734M	15,964,141	−4,194,090	trim
11	Invesco Ltd.	$654M	14,222,448	+154,991	add
12	NORTHERN TRUST CORP	$583M	12,684,088	−373,477	trim
13	WELLINGTON MANAGEMENT GROUP LLP	$489M	10,627,732	−1,258,613	trim
14	FEDERATED HERMES, INC.	$476M	10,358,097	−205,486	trim
15	Capital Research Global Investors	$467M	10,174,835	+10,174,835	new
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$419M	9,106,421	+63,434	add
17	AMERICAN CENTURY COMPANIES INC	$411M	8,934,302	−987,240	trim
18	DIMENSIONAL FUND ADVISORS LP	$396M	8,608,268	+164,052	add
19	Legal & General Group Plc	$359M	7,809,672	−137,299	trim
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$346M	7,537,029	+693,680	add
21	ROYAL BANK OF CANADA	$334M	7,270,200	−565,053	trim
22	VANGUARD FIDUCIARY TRUST CO	$326M	7,092,849	—	no prior
23	UBS Group AG	$295M	6,415,455	+851,525	add
24	RAYMOND JAMES FINANCIAL INC	$228M	4,954,471	−101,313	trim
25	LPL Financial LLC	$227M	4,940,887	+76,015	add
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$223M	4,847,865	+877,329	add
27	BANK OF MONTREAL /CAN/	$208M	4,520,788	−233,502	trim
28	TRUIST FINANCIAL CORP	$204M	4,440,501	−130,838	trim
29	Amundi	$203M	4,413,228	−34,359	trim
30	WELLS FARGO & COMPANY/MN	$200M	4,348,169	−184,867	trim
31	FIRST TRUST ADVISORS LP	$188M	4,099,225	+340,702	add
32	DEUTSCHE BANK AG\	$186M	4,049,913	−1,304,569	trim
33	JENNISON ASSOCIATES LLC	$185M	4,024,305	+674,840	add
34	ENVESTNET ASSET MANAGEMENT INC	$180M	3,923,187	+173,283	add
35	BARCLAYS PLC	$172M	3,740,353	+637,918	add
36	AQR CAPITAL MANAGEMENT LLC	$157M	3,452,885	+2,245	add
37	National Pension Service	$156M	3,400,742	+3,400,742	new
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$145M	3,162,378	+872,420	add
39	CITADEL ADVISORS LLC	$141M	3,076,140	+1,791,841	add
40	Prana Capital Management, LP	$135M	2,944,468	+444,837	add
41	Mitsubishi UFJ Asset Management Co., Ltd.	$133M	2,888,457	+195,802	add
42	Vanguard Global Advisers, LLC	$132M	2,870,281	—	no prior
43	STIFEL FINANCIAL CORP	$130M	2,826,310	+36,397	add
44	SEB Asset Management AB	$124M	2,700,556	—	no prior
45	Nuveen, LLC	$122M	2,650,904	−30,085	trim
46	VANGUARD ASSET MANAGEMENT, Ltd	$117M	2,547,122	—	no prior
47	HSBC HOLDINGS PLC	$117M	2,538,238	−3,849,982	trim
48	EQUITY INVESTMENT CORP	$105M	2,281,845	+19,829	add
49	TWO SIGMA INVESTMENTS, LP	$102M	2,229,307	+2,046,071	add
50	Qube Research & Technologies Ltd	$101M	2,192,885	+1,180,398	add
51	Sanders Capital, LLC	$93.7M	2,037,822	−64,800	trim
52	Capital International, Inc./CA/	$86.8M	1,888,621	+455,693	add
53	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$83.6M	1,819,295	+115,724	add
54	CITIGROUP INC	$72.4M	1,574,542	+72,124	add
55	LETKO, BROSSEAU & ASSOCIATES INC	$72.1M	1,567,796	−128,960	trim
56	HighTower Advisors, LLC	$68.6M	1,492,970	+325,771	add
57	Artemis Investment Management LLP	$67.4M	1,465,689	+146,254	add
58	PRUDENTIAL FINANCIAL INC	$66.5M	1,447,116	+557,865	add
59	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$65.7M	1,429,998	+50,304	add
60	ALLIANCEBERNSTEIN L.P.	$65.6M	1,332,478	−159,018	trim
61	PRINCIPAL FINANCIAL GROUP INC	$64.4M	1,401,234	−9,657	trim
62	MACQUARIE GROUP LTD	$62.8M	1,366,352	+59,056	add
63	FRANKLIN RESOURCES INC	$61.2M	1,331,090	+534,087	add
64	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$59.2M	1,288,733	+1,288,733	new
65	SHAPIRO CAPITAL MANAGEMENT LLC	$58.5M	1,271,838	−224,835	trim
66	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$57.4M	1,249,369	+208,753	add
67	PARNASSUS INVESTMENTS, LLC	$57.4M	1,248,037	−61,939	trim
68	Epoch Investment Partners, Inc.	$57.0M	1,240,988	+4,553	add
69	ROYAL LONDON ASSET MANAGEMENT LTD	$54.4M	1,184,039	−1,606	trim
70	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$53.4M	1,162,558	0	no change
71	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$52.8M	1,148,137	+1,104,544	add
72	AVIVA PLC	$49.8M	1,082,744	+30,513	add
73	Assenagon Asset Management S.A.	$48.0M	1,045,032	−1,295,738	trim
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$47.8M	1,069,994	−24,470	trim
75	Aberdeen Group plc	$45.5M	988,946	+47,754	add
76	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$44.9M	975,926	−77,428	trim
77	Focus Partners Wealth	$44.8M	973,960	+119,488	add
78	Eurizon Capital SGR S.p.A.	$43.7M	951,388	+421,334	add
79	SCHWARTZ INVESTMENT COUNSEL INC	$38.7M	842,695	0	no change
80	BRANDES INVESTMENT PARTNERS, LP	$38.3M	832,427	+29,520	add
81	Cetera Investment Advisers	$37.3M	811,112	+28,253	add
82	Swedbank AB	$37.1M	807,904	−31,468	trim
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$36.3M	791,222	+31,013	add
84	SEI INVESTMENTS CO	$35.5M	771,530	+128,232	add
85	Bridgewater Associates, LP	$33.6M	731,655	−158,287	trim
86	Pictet Asset Management Holding SA	$33.6M	730,463	−95,932	trim
87	OSSIAM	$33.6M	730,094	+699,037	add
88	BNP Paribas Asset Management Holding S.A.	$33.1M	720,224	−170,662	trim
89	HOMESTEAD ADVISERS CORP	$33.1M	722,187	−8,000	trim
90	Korea Investment CORP	$32.6M	709,420	+203,500	add
91	ADAGE CAPITAL PARTNERS GP, L.L.C.	$31.7M	689,536	+23,372	add
92	DEPRINCE RACE & ZOLLO INC	$31.7M	688,601	−1,850	trim
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$31.6M	688,319	+48,312	add
94	STATE OF WISCONSIN INVESTMENT BOARD	$31.5M	684,793	−71,913	trim
95	Chevy Chase Trust Holdings, LLC	$31.3M	679,941	−28,277	trim
96	Quantinno Capital Management LP	$31.1M	676,958	+196,777	add
97	ZACKS INVESTMENT MANAGEMENT	$29.8M	647,709	−19,039	trim
98	Vinva Investment Management Ltd	$29.8M	666,747	−584,436	trim
99	GW HENSSLER & ASSOCIATES LTD	$29.7M	645,903	+3,263	add
100	TD ASSET MANAGEMENT INC	$29.5M	641,789	+22,638	add
101	Vanguard Investments Australia, Ltd.	$29.4M	639,174	—	no prior
102	Man Group plc	$28.7M	623,281	+52,785	add
103	COMMONWEALTH EQUITY SERVICES, LLC	$28.6M	621,231	−9,759	trim
104	AE Wealth Management LLC	$28.3M	616,520	+102,314	add
105	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$28.2M	597,995	−214,393	trim
106	ALPS ADVISORS INC	$27.6M	601,015	+98,227	add
107	Mariner, LLC	$26.5M	575,847	+96,005	add
108	APG Asset Management N.V.	$26.0M	650,664	−11,170	trim
109	Cerity Partners LLC	$25.6M	556,828	−44,617	trim
110	LAZARD ASSET MANAGEMENT LLC	$25.5M	555,652	+441,184	add
111	Asset Management One Co., Ltd.	$24.6M	534,243	−6,903	trim
112	Pinnacle Financial Partners, Inc.	$24.5M	532,944	+2,887	add
113	DAVENPORT & Co LLC	$23.7M	516,219	+4,659	add
114	Swiss Life Asset Management Ltd	$23.7M	514,887	+49,405	add
115	TORONTO DOMINION BANK	$23.4M	508,394	−590,423	trim
116	Creative Planning	$23.1M	502,309	+168,350	add
117	KING LUTHER CAPITAL MANAGEMENT CORP	$23.1M	501,646	+107,958	add
118	MILLENNIUM MANAGEMENT LLC	$23.0M	501,011	+227,539	add
119	MACKENZIE FINANCIAL CORP	$22.8M	495,284	+313,183	add
120	GODSEY & GIBB, INC	$22.4M	486,408	+7,644	add
121	NOMURA ASSET MANAGEMENT CO LTD	$21.5M	468,628	+13,066	add
122	NFJ INVESTMENT GROUP, LLC	$21.5M	467,985	−18,973	trim
123	Advisors Capital Management, LLC	$20.9M	455,202	−2,678	trim
124	American Assets Investment Management, LLC	$20.6M	3,384,000	0	no change
125	VOYA INVESTMENT MANAGEMENT LLC	$20.6M	447,256	+171,902	add
126	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$20.2M	438,750	+438,750	new
127	FIFTH THIRD BANCORP	$20.1M	436,355	+367,291	add
128	Trexquant Investment LP	$19.8M	431,576	+160,674	add
129	Resona Asset Management Co.,Ltd.	$19.8M	432,483	+690	add
130	&PARTNERS	$19.7M	428,968	+81,712	add
131	OPPENHEIMER ASSET MANAGEMENT INC.	$19.1M	416,327	+10,120	add
132	BANK OF NOVA SCOTIA	$19.1M	416,074	+117,249	add
133	PUBLIC SECTOR PENSION INVESTMENT BOARD	$19.1M	414,923	−695,829	trim
134	Verition Fund Management LLC	$19.0M	412,448	−344,468	trim
135	State of New Jersey Common Pension Fund D	$18.8M	409,307	0	no change
136	Rafferty Asset Management, LLC	$18.7M	407,077	−150,297	trim
137	Tredje AP-fonden	$18.3M	397,302	+397,302	new
138	Ategra Capital Management, LLC	$18.2M	395,710	+78,090	add
139	CANADA PENSION PLAN INVESTMENT BOARD	$17.9M	390,104	+68,029	add
140	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$17.9M	388,748	−6,723	trim
141	OSAIC HOLDINGS, INC.	$17.3M	375,203	−81,982	trim
142	SCS Capital Management LLC	$17.1M	371,298	−14,493	trim
143	CIBC Asset Management Inc	$17.0M	368,870	+6,749	add
144	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.6M	360,543	−5,100	trim
145	STOREBRAND ASSET MANAGEMENT AS	$16.5M	358,094	—	no prior
146	US BANCORP \DE\	$16.4M	357,772	−9,600	trim
147	KLCM Advisors, Inc.	$16.2M	353,458	+19,875	add
148	Arizona State Retirement System	$16.1M	350,560	−12,236	trim
149	Independent Advisor Alliance	$16.1M	349,146	+22,337	add
150	ASSETMARK, INC	$15.8M	344,668	+37,282	add
151	Czech National Bank	$15.8M	343,828	+6,510	add
152	MCRAE CAPITAL MANAGEMENT INC	$15.8M	343,663	+26,825	add
153	HUNTINGTON NATIONAL BANK	$15.6M	339,911	+339,911	new
154	COERENTE CAPITAL MANAGEMENT	$15.6M	338,586	+8,719	add
155	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$15.5M	338,234	−5,606	trim
156	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$15.1M	328,098	+118,900	add
157	Varma Mutual Pension Insurance Co	$14.9M	324,580	0	no change
158	NATIONAL BANK OF CANADA /FI/	$14.6M	318,177	−174,838	trim
159	MONTGOMERY INVESTMENT MANAGEMENT INC	$14.6M	318,131	−750	trim
160	Rockefeller Capital Management L.P.	$14.5M	315,399	−34,343	trim
161	GUGGENHEIM CAPITAL LLC	$14.5M	315,100	+40,876	add
162	Baird Financial Group, Inc.	$14.2M	309,589	+309,589	new
163	Concurrent Investment Advisors, LLC	$14.1M	307,570	+38,868	add
164	DELTA ASSET MANAGEMENT LLC/TN	$14.1M	306,066	−1,378	trim
165	Brookstone Capital Management	$14.0M	305,115	−13,288	trim
166	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.0M	304,760	−609	trim
167	AVITY INVESTMENT MANAGEMENT INC.	$13.7M	298,797	−8,704	trim
168	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$13.5M	294,083	−3,477	trim
169	ProShare Advisors LLC	$13.4M	290,570	−15,005	trim
170	Midwest Trust Co	$13.3M	289,829	+70	add
171	Auto-Owners Insurance Co	$13.2M	288,000	0	no change
172	SKBA CAPITAL MANAGEMENT LLC	$13.2M	286,950	+5,500	add
173	IFM Investors Pty Ltd	$13.0M	283,318	+14,119	add
174	Wealthfront Advisers LLC	$12.8M	277,634	+35,754	add
175	MML INVESTORS SERVICES, LLC	$12.7M	276,618	−48,613	trim
176	CIBC Bancorp USA Inc.	$12.5M	272,832	—	no prior
177	SALEM INVESTMENT COUNSELORS INC	$12.5M	272,825	−1,776	trim
178	Retirement Systems of Alabama	$12.3M	268,096	−4,044	trim
179	Mirae Asset Global Investments Co., Ltd.	$12.2M	266,476	+40,774	add
180	PEAK6 LLC	$11.8M	257,029	+257,029	new
181	Wilmington Savings Fund Society, FSB	$11.6M	252,868	−8,478	trim
182	BROWN ADVISORY INC	$11.5M	249,113	−2,352	trim
183	Woodline Partners LP	$11.4M	247,934	+29,484	add
184	Sanctuary Advisors, LLC	$11.2M	244,044	+881	add
185	NORDEA INVESTMENT MANAGEMENT AB	$11.2M	247,762	+117,904	add
186	CRAMER ROSENTHAL MCGLYNN LLC	$11.2M	242,794	−5,158	trim
187	OLD NATIONAL BANCORP /IN/	$11.1M	242,283	−2,226	trim
188	Bryn Mawr Trust Advisors, LLC	$11.0M	239,950	−86	trim
189	Schonfeld Strategic Advisors LLC	$11.0M	238,804	−199,596	trim
190	Allworth Financial LP	$10.8M	235,318	−6,217	trim
191	Corient Private Wealth LLC	$10.6M	230,901	−252,256	trim
192	MERCER GLOBAL ADVISORS INC /ADV	$10.5M	228,456	+11,094	add
193	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.5M	227,871	−4,098	trim
194	NewEdge Advisors, LLC	$10.4M	227,070	+227,070	new
195	Modera Wealth Management, LLC	$10.4M	226,430	−9,734	trim
196	CIBC WORLD MARKET INC.	$10.4M	226,219	+40,933	add
197	Kestra Advisory Services, LLC	$10.4M	226,060	−742	trim
198	PINNACLE ASSOCIATES LTD	$10.3M	223,830	−72,183	trim
199	MUFG Securities EMEA plc	$10.3M	223,258	+170,814	add
200	Ensign Peak Advisors, Inc	$10.1M	219,056	+38,094	add
201	Daiwa Securities Group Inc.	$10.0M	216,807	+9,112	add
202	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.9M	216,199	+3,508	add
203	XPONANCE LLC	$9.8M	214,244	+27,785	add
204	USS Investment Management Ltd	$9.7M	211,914	+4,988	add
205	M&T BANK CORP	$9.6M	208,937	+25,899	add
206	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.6M	208,793	−401,171	trim
207	Cardinal Capital Management	$9.6M	208,676	+208,676	new
208	BENJAMIN EDWARDS INC	$9.4M	205,514	+32,402	add
209	Utah Retirement Systems	$9.4M	205,348	−7,798	trim
210	Y-Intercept (Hong Kong) Ltd	$9.3M	203,010	−135,695	trim
211	Cambria Investment Management, L.P.	$9.3M	201,224	+26,894	add
212	Pathstone Holdings, LLC	$9.0M	196,658	+4,846	add
213	Waverly Advisors, LLC	$9.0M	196,487	+3,928	add
214	Wealthcare Advisory Partners LLC	$8.9M	193,896	−8,850	trim
215	Atlantic Union Bankshares Corp	$8.9M	193,310	+9,597	add
216	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$8.8M	192,431	−164,546	trim
217	Robeco Institutional Asset Management B.V.	$8.7M	188,496	−11,339	trim
218	Cresset Asset Management, LLC	$8.7M	188,469	+1,600	add
219	1834 INVESTMENT ADVISORS CO	$8.6M	187,020	+2,992	add
220	NEOS Investment Management LLC	$8.5M	184,060	+8,736	add
221	Rakuten Investment Management, Inc.	$8.4M	188,201	+19,485	add
222	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.1M	176,308	−52,515	trim
223	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$8.1M	175,358	0	no change
224	Kingsview Wealth Management, LLC	$7.9M	171,821	+2,175	add
225	Grantham, Mayo, Van Otterloo & Co. LLC	$7.8M	170,667	+48,455	add
226	Tidal Investments LLC	$7.7M	170,303	+99,296	add
227	Diversified Trust Co	$7.7M	167,815	+876	add
228	KANAWHA CAPITAL MANAGEMENT LLC	$7.7M	167,000	−16,393	trim
229	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.6M	165,534	+1,000	add
230	Reliant Investment Partners, LLC	$7.1M	154,404	−629	trim
231	Fourthstone LLC	$7.0M	153,100	+153,100	new
232	Alpha Omega Wealth Management LLC	$7.0M	152,493	−1,141	trim
233	ALERUS FINANCIAL NA	$7.0M	152,297	−20,278	trim
234	QRG CAPITAL MANAGEMENT, INC.	$7.0M	151,917	+67,435	add
235	Huber Capital Management LLC	$7.0M	151,464	−50,000	trim
236	Janus Henderson Group Ltd.	$6.9M	149,844	−7,529	trim
237	OPPENHEIMER & CO INC	$6.8M	148,832	+37,104	add
238	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$6.7M	146,788	−195	trim
239	Cornerstone Wealth Group, LLC	$6.7M	131,612	−10,190	trim
240	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.6M	144,614	+144,614	new
241	REGIONS FINANCIAL CORP	$6.6M	144,501	−3,071	trim
242	Vanguard Personalized Indexing Management, LLC	$6.6M	144,501	+5,253	add
243	Federation des caisses Desjardins du Quebec	$6.6M	142,570	+13,634	add
244	Global Wealth Management Investment Advisory, Inc.	$6.4M	139,989	+4,581	add
245	Griffith & Werner, Inc.	$6.4M	139,752	+7,223	add
246	CONTINENTAL ADVISORS LLC	$6.4M	139,650	−21,522	trim
247	Clearstead Advisors, LLC	$6.3M	137,104	+7,207	add
248	NTV ASSET MANAGEMENT LLC	$6.3M	136,492	−4,697	trim
249	Candriam S.C.A.	$6.2M	135,726	+10,016	add
250	CREDIT AGRICOLE S A	$6.2M	134,782	+408	add
251	OFI INVEST ASSET MANAGEMENT	$6.2M	155,000	+150,401	add
252	Steward Partners Investment Advisory, LLC	$6.2M	134,298	+57,789	add
253	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.2M	134,288	−3,080	trim
254	United Capital Management of KS, Inc.	$6.1M	133,234	−129,330	trim
255	OP Asset Management Ltd	$6.1M	132,498	—	no prior
256	HB Wealth Management, LLC	$6.1M	131,893	+1,034	add
257	STEPHENS INC /AR/	$6.0M	131,289	+6,136	add
258	Hilton Capital Management, LLC	$6.0M	130,702	−2,010	trim
259	Harvest Portfolios Group Inc.	$5.8M	126,459	−5,004	trim
260	Linscomb Wealth, Inc.	$5.8M	126,062	−31,227	trim
261	Atria Investments, Inc	$5.8M	125,570	−25,930	trim
262	ASSOCIATED BANC-CORP	$5.7M	124,112	−2,073	trim
263	TOCQUEVILLE ASSET MANAGEMENT L.P.	$5.7M	123,880	+40,925	add
264	CWM, LLC	$5.7M	123,198	+1,007	add
265	OneDigital Investment Advisors LLC	$5.6M	122,575	−4,825	trim
266	Baugh & Associates, LLC	$5.6M	122,147	−420	trim
267	WHITENER CAPITAL MANAGEMENT, INC.	$5.5M	120,615	−341	trim
268	Catherine Avery Investment Management LLC	$5.5M	119,423	+36,417	add
269	Loudon Investment Management, LLC	$5.5M	119,074	−1,700	trim
270	LaFleur & Godfrey LLC	$5.4M	117,917	−1,789	trim
271	AustralianSuper Pty Ltd	$5.3M	115,509	+4,359	add
272	Chesley Taft & Associates LLC	$5.3M	115,276	−362	trim
273	D. E. Shaw & Co., Inc.	$5.3M	114,559	−29,078	trim
274	Elo Mutual Pension Insurance Co	$5.2M	114,197	−10,153	trim
275	DRW Securities, LLC	$5.1M	111,528	+76,009	add
276	Blue Trust, Inc.	$5.1M	111,165	+12,043	add
277	ASR Vermogensbeheer N.V.	$5.1M	110,396	+4,907	add
278	OMERS ADMINISTRATION Corp	$5.1M	110,170	+20,366	add
279	FIRST NATIONAL BANK OF OMAHA	$5.0M	111,050	+807	add
280	Verdence Capital Advisors LLC	$4.9M	107,596	+150	add
281	Carnegie Investment Counsel	$4.9M	105,809	+17	add
282	XTX Topco Ltd	$4.8M	104,575	+91,283	add
283	Socorro Asset Management LP	$4.8M	104,287	−10,660	trim
284	Venture Visionary Partners LLC	$4.8M	103,592	−502	trim
285	Hedeker Wealth, LLC	$4.7M	102,654	−2,690	trim
286	SIMON QUICK ADVISORS, LLC	$4.7M	102,069	−5,582	trim
287	KEYBANK NATIONAL ASSOCIATION/OH	$4.7M	101,237	+14,539	add
288	Avanza Fonder AB	$4.7M	101,159	0	no change
289	FIRST CITIZENS BANK & TRUST CO	$4.6M	100,815	−2,363	trim
290	Dana Investment Advisors, Inc.	$4.5M	97,932	−2,308	trim
291	Holocene Advisors, LP	$4.5M	97,226	+97,226	new
292	GRIFFIN ASSET MANAGEMENT, INC.	$4.5M	97,188	−7,800	trim
293	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.5M	96,909	+3,840	add
294	IEQ CAPITAL, LLC	$4.4M	96,311	+3,760	add
295	EQUITABLE TRUST CO	$4.4M	95,575	−20,789	trim
296	Empowered Funds, LLC	$4.3M	93,863	+44,914	add
297	Capital Investment Advisory Services, LLC	$4.3M	93,216	−2,357	trim
298	ICON ADVISERS INC/CO	$4.3M	92,585	0	no change
299	Osmosis Investment Management UK Ltd	$4.2M	92,403	−41,194	trim
300	Investment Management Corp of Ontario	$4.2M	91,492	−20,698	trim
301	SHELTON CAPITAL MANAGEMENT	$4.2M	91,276	−321	trim
302	Groupe la Francaise	$4.2M	90,895	+9,572	add
303	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$4.2M	90,400	+90,400	new
304	Signature Wealth Management Group	$4.1M	90,031	−569	trim
305	Vident Advisory, LLC	$4.1M	89,852	+40,368	add
306	Sompo Asset Management Co., Ltd.	$4.1M	89,815	+1,320	add
307	Merit Financial Group, LLC	$4.1M	89,184	+6,422	add
308	OpenArc Corporate Advisory, LLC	$4.1M	88,728	−7,366	trim
309	HENGEHOLD CAPITAL MANAGEMENT LLC	$4.0M	87,919	+715	add
310	Lighthouse Investment Partners, LLC	$4.0M	86,110	+27,375	add
311	Allianz Asset Management GmbH	$4.0M	85,979	+27,477	add
312	Aptus Capital Advisors, LLC	$3.9M	85,691	+24,957	add
313	WINTON GROUP Ltd	$3.9M	84,905	+14,416	add
314	Gotham Asset Management, LLC	$3.9M	84,408	+54,383	add
315	Bragg Financial Advisors, Inc	$3.9M	84,186	−937	trim
316	Orion Porfolio Solutions, LLC	$3.9M	83,891	−39,404	trim
317	Generali Asset Management SPA SGR	$3.8M	83,625	−19,690	trim
318	INTECH INVESTMENT MANAGEMENT LLC	$3.7M	81,021	+67,721	add
319	COMMERCE BANK	$3.7M	79,971	−1,205	trim
320	Glass Wealth Management Co LLC	$3.6M	77,345	+1,040	add
321	Norinchukin Bank, The	$3.5M	76,990	−1,076	trim
322	MIZUHO SECURITIES USA LLC	$3.5M	76,322	−16,824	trim
323	GUARDIAN WEALTH ADVISORS, LLC / NC	$3.4M	74,911	−1,358	trim
324	Hennion & Walsh Asset Management, Inc.	$3.3M	72,822	+4,006	add
325	Private Advisor Group, LLC	$3.3M	71,996	−3,805	trim
326	Oak Thistle LLC	$3.3M	71,189	+71,189	new
327	Larson Financial Group LLC	$3.3M	70,875	−1,466	trim
328	Sequoia Financial Advisors, LLC	$3.2M	69,896	+4,778	add
329	Concord Wealth Partners	$3.2M	69,844	−3	trim
330	XML Financial, LLC	$3.2M	69,282	−5,009	trim
331	Csenge Advisory Group	$3.2M	69,199	+851	add
332	Atom Investors LP	$3.2M	69,031	+69,031	new
333	B. Metzler seel. Sohn & Co. AG	$3.2M	68,675	+7,042	add
334	JANE STREET GROUP, LLC	$3.1M	68,486	−81,747	trim
335	StoneX Group Inc.	$3.1M	68,302	−16,395	trim
336	Financiere des Professionnels - Fonds d'investissement inc.	$3.1M	67,704	0	no change
337	Crossmark Global Holdings, Inc.	$3.1M	67,467	—	no prior
338	PETTYJOHN, WOOD & WHITE, INC	$3.1M	66,605	+2,771	add
339	FULTON BANK, N.A.	$3.0M	65,911	−269	trim
340	Principle Wealth Partners LLC	$3.0M	65,809	+2,509	add
341	Concord Asset Management, LLC/VA	$3.0M	65,686	0	no change
342	Dakota Wealth Management	$3.0M	65,513	−941	trim
343	iSAM Funds (UK) Ltd	$3.0M	65,295	+65,295	new
344	EDMP, INC.	$3.0M	65,278	−266	trim
345	MONTAG A & ASSOCIATES INC	$3.0M	65,170	−1,548	trim
346	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.0M	65,157	+65,157	new
347	RITHOLTZ WEALTH MANAGEMENT	$3.0M	64,899	+19,150	add
348	Allspring Global Investments Holdings, LLC	$3.0M	63,622	−1,485	trim
349	Foster Victor Wealth Advisors, LLC	$3.0M	59,767	−127	trim
350	Envestnet Portfolio Solutions, Inc.	$2.9M	64,011	−33,827	trim
351	Maryland State Retirement & Pension System	$2.9M	63,596	−1,027	trim
352	Capital Group Private Client Services, Inc.	$2.9M	63,002	−98,802	trim
353	ABN AMRO INVESTMENT SOLUTIONS	$2.9M	62,543	−51,761	trim
354	HF Advisory Group, LLC	$2.9M	62,226	−54	trim
355	Stratos Wealth Partners, LTD.	$2.9M	62,205	−895	trim
356	Vestmark Advisory Solutions, Inc.	$2.8M	61,219	+19,948	add
357	PATTEN & PATTEN INC/TN	$2.8M	60,960	−41,868	trim
358	HOLDERNESS INVESTMENTS CO	$2.8M	60,773	+1,663	add
359	New Age Alpha Advisors, LLC	$2.8M	60,204	+399	add
360	Apollon Wealth Management, LLC	$2.7M	59,621	+1,877	add
361	United Bank	$2.7M	59,586	−1,776	trim
362	ELEVATION POINT WEALTH PARTNERS, LLC	$2.7M	59,573	+28,736	add
363	Poehling Capital Management, INC.	$2.6M	57,631	+14	add
364	Caprock Group, LLC	$2.6M	57,536	−15,293	trim
365	ING GROEP NV	$2.6M	57,146	−1,709	trim
366	Bleakley Financial Group, LLC	$2.6M	56,699	−2,576	trim
367	Rather & Kittrell, Inc.	$2.6M	55,587	+29	add
368	OCCUDO QUANTITATIVE STRATEGIES LP	$2.5M	49,177	+49,177	new
369	Hardin Capital Partners, LLC	$2.5M	55,090	−175	trim
370	SALZHAUER MICHAEL	$2.5M	53,937	−390	trim
371	Patriot Financial Group Insurance Agency, LLC	$2.5M	53,902	+28,918	add
372	KMG FIDUCIARY PARTNERS, LLC	$2.5M	53,768	+1,049	add
373	Arvest Bank Trust Division	$2.5M	53,480	+666	add
374	KAVAR CAPITAL PARTNERS GROUP, LLC	$2.4M	52,826	−2,032	trim
375	Laurel Wealth Advisors LLC	$2.4M	49,400	0	no change
376	LOWE BROCKENBROUGH & CO INC	$2.4M	51,670	+24,483	add
377	Argyle Capital Management, LLC	$2.4M	51,616	+2,000	add
378	Graves Light Lenhart Wealth, Inc.	$2.4M	51,410	+6,238	add
379	D.A. DAVIDSON & CO.	$2.4M	51,330	+7,975	add
380	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.4M	51,195	+8,578	add
381	Disciplined Equity Management, Inc.	$2.3M	50,600	−2,850	trim
382	Cordgrass Capital Advisors, LLC	$2.3M	50,593	−1,343	trim
383	FIRST NATIONAL TRUST CO	$2.3M	50,520	−4,423	trim
384	Capital Investment Advisors, LLC	$2.3M	50,104	−3,669	trim
385	PRINCIPAL SECURITIES, INC.	$2.3M	49,787	+1,278	add
386	CWA Asset Management Group, LLC	$2.3M	49,199	+123	add
387	BlueChip Wealth Advisors LLC	$2.2M	48,780	−2,466	trim
388	Andra AP-fonden	$2.2M	48,718	+48,718	new
389	New England Research & Management, Inc.	$2.2M	48,667	+4,825	add
390	J.W. COLE ADVISORS, INC.	$2.2M	48,481	−3,745	trim
391	IVC Wealth Advisors LLC	$2.2M	47,827	−197	trim
392	Savant Capital, LLC	$2.2M	47,693	+4,494	add
393	Morningstar Investment Management LLC	$2.2M	47,479	+4,097	add
394	Apella Capital, LLC	$2.2M	42,798	+31,715	add
395	GHP Investment Advisors, Inc.	$2.2M	46,936	+753	add
396	Raleigh Capital Management Inc.	$2.1M	46,232	+920	add
397	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.1M	45,677	+4,660	add
398	Tradewinds, LLC.	$2.1M	40,618	+851	add
399	Empirical Finance, LLC	$2.1M	44,624	−111	trim
400	Carlson Capital, L.P.	$2.1M	44,600	+44,600	new
401	SIGNATUREFD, LLC	$2.0M	44,340	+3,799	add
402	ZWJ INVESTMENT COUNSEL INC	$2.0M	44,056	−348	trim
403	Frank, Rimerman Advisors LLC	$2.0M	43,737	+5,447	add
404	Vise Technologies, Inc.	$2.0M	40,785	0	no change
405	Davis Investment Partners, LLC	$2.0M	43,460	−162	trim
406	Voleon Capital Management LP	$2.0M	43,456	+43,456	new
407	San Luis Wealth Advisors LLC	$2.0M	43,289	+294	add
408	WIREGRASS INVESTMENT MANAGEMENT LLC	$2.0M	42,979	+1,481	add
409	Pathway Financial Advisers, LLC	$2.0M	42,927	+42,927	new
410	INCEPTIONR LLC	$2.0M	42,748	+42,748	new
411	SeaCrest Wealth Management, LLC	$1.9M	42,408	−3,679	trim
412	Focus Partners Advisor Solutions, LLC	$1.9M	42,256	−5,454	trim
413	Moors & Cabot, Inc.	$1.9M	42,074	−6,768	trim
414	Laird Norton Wetherby Trust Company, LLC	$1.9M	41,974	+199	add
415	IMC-Chicago, LLC	$1.9M	41,712	+41,712	new
416	Ascent Group, LLC	$1.9M	41,400	+1,892	add
417	LEVEL FOUR ADVISORY SERVICES, LLC	$1.9M	40,770	−763	trim
418	MARCO INVESTMENT MANAGEMENT LLC	$1.9M	40,681	0	no change
419	Hilton Head Capital Partners, LLC	$1.9M	40,680	−569	trim
420	GREENLEAF TRUST	$1.9M	40,466	+1,328	add
421	Royal Fund Management, LLC	$1.9M	40,443	−459	trim
422	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.9M	40,396	−478	trim
423	Jacobi Capital Management LLC	$1.9M	40,363	−37	trim
424	HANCOCK WHITNEY CORP	$1.9M	36,320	+36,320	new
425	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.8M	39,817	+2,134	add
426	Callan Family Office, LLC	$1.8M	39,746	+969	add
427	Dai-ichi Life Insurance Company, Ltd	$1.8M	39,650	−9,949	trim
428	Ballast, Inc.	$1.8M	39,641	−27	trim
429	St. Johns Investment Management Company, LLC	$1.8M	39,230	+635	add
430	Lido Advisors, LLC	$1.8M	38,937	−6,251	trim
431	Fearless Solutions, LLC dba Best Invest	$1.8M	38,749	−925	trim
432	Investors Research Corp	$1.8M	38,527	−5,151	trim
433	QUADRANT CAPITAL GROUP LLC	$1.8M	38,496	+859	add
434	CAXTON ASSOCIATES LLP	$1.8M	38,416	+19,390	add
435	Beacon Pointe Advisors, LLC	$1.7M	38,002	+20,139	add
436	NOMURA HOLDINGS INC	$1.7M	37,630	+5,240	add
437	Mutual Advisors, LLC	$1.7M	37,447	−2,504	trim
438	North Dakota State Investment Board	$1.7M	37,370	−6,872	trim
439	Ballentine Partners, LLC	$1.7M	37,294	+3,988	add
440	Summit Trail Advisors, LLC	$1.7M	37,233	+5,072	add
441	Fieldview Capital Management, LLC	$1.7M	37,059	+37,059	new
442	Eagle Bluffs Wealth Management LLC	$1.7M	36,765	+1,083	add
443	Arcus Capital Partners, LLC	$1.7M	36,603	—	no prior
444	BankPlus Trust Department	$1.7M	36,538	−2,528	trim
445	Donoghue Forlines LLC	$1.7M	36,483	+36,483	new
446	MINDSET WEALTH MANAGEMENT, LLC	$1.7M	36,311	+1,644	add
447	Norris Financial Group, LLC	$1.7M	36,177	—	no prior
448	Metis Global Partners, LLC	$1.7M	36,135	−4,625	trim
449	ARVEST INVESTMENTS, INC.	$1.7M	36,102	−804	trim
450	GREAT LAKES ADVISORS, LLC	$1.7M	36,088	−401	trim
451	Avidian Wealth Enterprises, LLC	$1.7M	35,995	+31,754	add
452	Kintegral Advisory, LLC	$1.6M	35,536	−1,576	trim
453	AMG National Trust Bank	$1.6M	35,471	+276	add
454	World Investment Advisors	$1.6M	35,447	−734	trim
455	Berkeley Capital Partners, LLC	$1.6M	34,828	+4,926	add
456	TWIN CITY PRIVATE WEALTH, LLC	$1.6M	34,663	+2,125	add
457	Great Lakes Retirement, Inc.	$1.6M	34,537	+3,806	add
458	SECURIAN ASSET MANAGEMENT, INC	$1.6M	34,248	−537	trim
459	one8zero8, LLC	$1.6M	34,200	−2,337	trim
460	Integrated Quantitative Investments LLC	$1.6M	33,881	+28,407	add
461	Prospera Financial Services Inc	$1.5M	33,636	−6,916	trim
462	Squarepoint Ops LLC	$1.5M	33,559	−454,045	trim
463	CHOREO, LLC	$1.5M	33,466	+964	add
464	MGO ONE SEVEN LLC	$1.5M	33,297	+778	add
465	Ted Buchan & Co	$1.5M	32,558	+948	add
466	Vanguard National Trust Co	$1.5M	32,138	—	no prior
467	Brevan Howard Capital Management LP	$1.5M	31,877	−175,264	trim
468	NewEdge Wealth, LLC	$1.5M	31,620	−4,255	trim
469	LOM Asset Management Ltd	$1.4M	31,515	+492	add
470	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.4M	31,338	−382	trim
471	Taylor Financial Group, Inc.	$1.4M	31,270	−1,618	trim
472	Voya Financial Advisors, Inc.	$1.4M	31,803	−624	trim
473	Applied Capital LLC/FL	$1.4M	30,552	−840	trim
474	Verity & Verity, LLC	$1.4M	30,436	−9,518	trim
475	BALYASNY ASSET MANAGEMENT L.P.	$1.4M	30,371	−22,128	trim
476	HUB Investment Partners, LLC	$1.4M	30,229	+18,803	add
477	WEALTH ALLIANCE, LLC	$1.4M	30,039	−11,115	trim
478	EVENTIDE ASSET MANAGEMENT, LLC	$1.4M	30,783	−8,975	trim
479	BLAIR WILLIAM & CO/IL	$1.4M	29,853	+678	add
480	Linden Thomas Advisory Services, LLC	$1.4M	29,783	+822	add
481	NOVARE CAPITAL MANAGEMENT LLC	$1.4M	29,676	−8,250	trim
482	Huntleigh Advisors, Inc.	$1.4M	29,654	+2,201	add
483	Drucker Wealth 3.0, LLC	$1.4M	29,644	−3,195	trim
484	Quadcap Wealth Management, LLC	$1.4M	29,546	+184	add
485	CULBERTSON A N & CO INC	$1.4M	29,496	+18,203	add
486	JT Stratford LLC	$1.3M	29,360	−78	trim
487	Headlands Technologies LLC	$1.3M	29,158	+29,158	new
488	Oasis Advisors, LLC	$1.3M	29,087	—	no prior
489	MCF Advisors LLC	$1.3M	28,991	—	no prior
490	Alphadyne Asset Management LP	$1.3M	28,826	+28,826	new
491	TOUNJIAN ADVISORY PARTNERS, LLC	$1.3M	28,692	+1,152	add
492	Snowden Capital Advisors LLC	$1.3M	28,629	+1,538	add
493	Octavia Wealth Advisors, LLC	$1.3M	28,515	−3,168	trim
494	Lombard Odier Asset Management (Switzerland) SA	$1.3M	28,206	+15,400	add
495	MAI Capital Management	$1.3M	28,067	+4,303	add
496	FIDUCIARY TRUST CO	$1.3M	27,958	+3,857	add
497	Smartleaf Asset Management LLC	$1.3M	28,703	+1,276	add
498	SAGESPRING WEALTH PARTNERS, LLC	$1.3M	27,784	+1,583	add
499	Geneos Wealth Management Inc.	$1.3M	27,337	+9,700	add
500	Jefferies Financial Group Inc.	$1.3M	27,246	+20,439	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $5.6M held
Trimming: 1 Bridgewater Associates $33.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · TRUIST FINL CORP

Merged timeline of congressional filings and notable-manager moves on TFC
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+54,383 sh
2026-05-15	Bridgewater Associates 13F	trim	−158,287 sh
2026-05-14	Caxton Associates 13F	add	+19,390 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

21 members of Congress disclosed TFC — the congressional view ↗