Truist Financial Corporation· TFC

🇺🇸 US · LargeSP500NYSE

Financial Services Banks - Regional Website

Price: $48.56
Day: +0.23%
Mkt Cap: $60.50B
52W Range: $40.78 – $56.20
Volume: 17.05M
Beta: 0.86

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,770 institutions hold; 809 added, 672 reduced
Insiders Q3 2026: 1 purchase ($1.0M), 3 sales ($1.6M)

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Truist Financial Corporation

TFC|Financial Services|Banks - Regional

Current price: $49

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

5.4x

vs own 6-quarter average

Seller breadth · Q3 2026

3 sellers

vs 1.3 avg per quarter

Institutional net breadth · Q2 2026

+195

982 adding vs 787 reducing

Institutional ownership · Q2 2026

78.2%

1,770 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

99.6M

+3.2%

CAPITAL INTERNATIONAL INVESTORS

93.3M

+12.6%

VANGUARD CAPITAL MANAGEMENT LLC

81.3M

+1.7%

STATE STREET CORP

58.7M

+2.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

41.9M

+77.2%

BANK OF AMERICA CORP /DE/

36.8M

-1.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

108

230

159

108 buying230 unchanged159 selling

481 funds held TFC in Q2 2026, holding 549.1M shares between them, up 5.7% on the quarter.

Largest fund holders

NATIONWIDE MUTUAL FUNDS294.8K sh

SPDR SERIES TRUST283.9K sh

Northern Lights Fund Trust31.1K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Nov 25

ROGERS WILLIAM H JR

$1.7M

Purchase · Sep 17

Lyons Michael P.

$1.0M

Sale · Jul 20

ROGERS WILLIAM H JR

$693.8K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

TFC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+44

Institutional Flow

50% weight

+48

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for TFC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Significant: 1 purchase totaling $1.0M (21.0K shares)

3 sales totaling $1.6M (30.5K shares)

No prior buying history, this is a new signal

3 different insiders sold this quarter

5.4x

Selling pace

vs own 6-qtr average

Heavy

1.25%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 0.7 avg per quarter

$1.0M

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, TFC

Top 8 highest-value insider trades from the last 8 quarters

ROGERS WILLIAM H JR

CEO

Buy

34,180 shares at $48.56

≈4.9% of their stake after buying

Nov 25, 2024$1.66M

Lyons Michael P.

CEO

Buy

21,000 shares at $48.36

≈100.0% of their stake after buying

Sep 17, 2026$1.02M

ROGERS WILLIAM H JR

CEO

Sell

13,250 shares at $52.36

≈100.0% of their stake at the time

Jul 20, 2026$693.81K

Wilson Donta L

Chief Consumer & Sb Bk Officer

Sell

13,280 shares at $51.85

≈19.2% of their stake at the time

Jul 31, 2026$688.62K

Maguire Michael Baron

CFO

Sell

13,000 shares at $50.13

≈14.9% of their stake at the time

Jan 26, 2026$651.66K

Bender Bradley D

Chief Risk Officer

Sell

12,540 shares at $45.19

≈96.2% of their stake at the time

Jul 22, 2025$566.69K

Boyer K. David Jr.

Director

Sell

5,160 shares at $46.45

≈33.7% of their stake at the time

Nov 25, 2025$239.68K

Boyer K. David Jr.

Director

Sell

4,966 shares at $46.20

≈30.6% of their stake at the time

Dec 4, 2024$229.44K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for TFC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

78.2% institutional ownership

Slight accumulation: 982 adding vs 787 reducing

13F shares increased by 2.6%, a notable change

Momentum improving from prior quarter

+195

Net breadth

982 adding vs 787 reducing

Accumulating

1.25

Add / reduce ratio

in Q2 2026

+58

New − closed

173 initiated, 115 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+982 growing-787 shrinkingNet: +195

173

809

672

115

New (173)

Increased (809)

Reduced (672)

Closed (115)

Top Institutional Holders, TFC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

99.6M

$5.0B

Ownership

8.13%

+3.2%

CAPITAL INTERNATIONAL INVESTORS

93.3M

$4.7B

Ownership

7.62%

+12.6%

VANGUARD CAPITAL MANAGEMENT LLC

81.3M

$4.1B

Ownership

6.64%

+1.7%

STATE STREET CORP

58.7M

$2.9B

Ownership

4.79%

+2.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

41.9M

$2.1B

Ownership

3.42%

+77.2%

BANK OF AMERICA CORP /DE/

36.8M

$1.8B

Ownership

3.01%

-1.0%

GEODE CAPITAL MANAGEMENT, LLC

31.9M

$1.6B

Ownership

2.61%

+2.2%

MORGAN STANLEY

22.5M

$1.1B

Ownership

1.84%

+6.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 497 ETFs and mutual funds reporting

108 buying159 sellingNet: -51

108

230

159

Buying (108)

Unchanged (230)

Selling (159)

In total, funds bought 38.4M shares and sold 6.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

497 ETFs and mutual funds reporting

159 funds selling vs 108 buying

Top Fund Holders, TFC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

NATIONWIDE MUTUAL FUNDS

294.8K

Weight

0.04%

Jul 31, 2026Increased

SPDR SERIES TRUST

283.9K

Weight

1.40%

Jul 31, 2026No change

Northern Lights Fund Trust

31.1K

Weight

0.06%

Jul 31, 2026No change

Series Portfolios Trust

27.1K

Weight

17.27%

Jul 31, 2026No change

Principal Exchange-Traded Funds

15.5K

Weight

0.05%

Jun 30, 2026No change

JOHCM Funds Trust

15.0K

Weight

0.13%

Jun 30, 2026No change

Guggenheim Variable Funds Trust

14.8K

Weight

0.57%

Jun 30, 2026No change

Tidal ETF Trust

13.0K

Weight

0.04%

Jun 30, 2026Decreased

Truist Financial Corporation· TFC

Holdings Analysis

Insider Trading Activity

1.3Transaction History44Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings181Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History44Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings181Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights