13FPulse
TF

TFC TRUIST FINANCIAL CORP

2026Q2 · CUSIP 89832Q109 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,656
Institutions that reported holding it to the SEC
Net increase in holders
+23
Last quarter 1,633 → now 1,656
How unusual is that
Top 20%
Stronger buying than 85% of US stocks
What the filings say, in one paragraph

1,656 funds held TFC at the end of 2026Q2, up 23 from the quarter before. That is stronger buying than 85.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 11.6x, return on equity is 9.1%. TFC has had 14 buying rushes in its history, and the price moved -5.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=3 2016Q2: holders=3 2016Q3: holders=3 2016Q4: holders=4 2017Q1: holders=4 2017Q2: holders=4 2017Q3: holders=4 2017Q4: holders=4 2018Q1: holders=4 2018Q2: holders=4 2018Q3: holders=4 2018Q4: holders=4 2019Q1: holders=4 2019Q2: holders=3 2019Q3: holders=5 2019Q4: holders=1282 2020Q1: holders=1111 2020Q2: holders=1128 2020Q3: holders=1119 2020Q4: holders=1246 2021Q1: holders=1325 2021Q2: holders=1317 2021Q3: holders=1348 2021Q4: holders=1455 2022Q1: holders=1472 2022Q2: holders=1413 2022Q3: holders=1390 2022Q4: holders=1465 2023Q1: holders=1376 2023Q2: holders=1288 2023Q3: holders=1256 2023Q4: holders=1381 2024Q1: holders=1408 2024Q2: holders=1408 2024Q3: holders=1458 2024Q4: holders=1552 2025Q1: holders=1537 2025Q2: holders=1528 2025Q3: holders=1546 2025Q4: holders=1655 2026Q1: holders=1633 2026Q2: holders=1656 -1277 -638.5 +0 +638.5 +1277 08701739 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 5% -7.6% -6.3%
2025Q3 Top 20% +14.9% +19.1%
2024Q4 Top 5% -11.2% -10.4%
2024Q3 Top 5% -5.7% -1.3%
2024Q1 Top 20% -4.4% +8.8%
2023Q4 Top 5% +5.1% +12.2%
2022Q4 Top 5% -33.4% -36.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
342
Change in large funds
+27
Total value they hold
$46.5B
Funds buying for the first time
170
Funds that sold out entirely
147
Price change that quarter
+8.0%
Funds holding puts (bearish)
31
Funds holding calls (bullish)
30

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.6
EPS (TTM)
$4.37
EPS YoY
+18.1%
Revenue (TTM)
Revenue YoY
Net margin
ROE
9.1%
Debt ratio
88.5%
FCF (TTM)
Dividend (TTM)
$2.08
Quarterly Revenue & EPS
2021-09-30: EPS 1.20 2021-12-31: EPS 1.13 2022-03-31: EPS 0.99 2022-06-30: EPS 1.09 2022-09-30: EPS 1.15 2022-12-31: EPS 1.20 2023-03-31: EPS 1.05 2023-06-30: EPS 0.92 2023-09-30: EPS 0.80 2023-12-31: EPS -3.86 2024-03-31: EPS 0.81 2024-06-30: EPS 0.62 2024-09-30: EPS 0.99 2024-12-31: EPS 0.94 2025-03-31: EPS 0.87 2025-06-30: EPS 0.90 2025-09-30: EPS 1.04 2025-12-31: EPS 1.01 2026-03-31: EPS 1.09 2026-06-30: EPS 1.23 -4.25 -1.45 1.35 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 12 5 10 14 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-357M2.2B4.7B 2020202120222023202420252026
Latest quarter $4.7B (2021-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.