5 institutions reported holding $1.3M of TRUIST FINANCIAL CORP (TFC-PI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Moran Wealth Management, LLC ($886,097), DELTA CAPITAL MANAGEMENT LLC ($340,000), PNC Financial Services Group, Inc. ($51,814), BESSEMER GROUP INC ($45,000), KELLEHER FINANCIAL ADVISORS ($4,209). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Moran Wealth Management, LLC | $886,097 | 49,475 | New |
| 2 | DELTA CAPITAL MANAGEMENT LLC | $340,000 | 18,995 | Hold |
| 3 | PNC Financial Services Group, Inc. | $51,814 | 2,893 | Trimmed |
| 4 | BESSEMER GROUP INC | $45,000 | 2,500 | New |
| 5 | KELLEHER FINANCIAL ADVISORS | $4,209 | 235 | New |
Source: SEC Form 13F filings · as of 2026-06-30