Truist Financial Corporation
AT ˙ WBAG ˙ US89832Q1094
€ 42,06 ↑1,33 (3,27%)
2026-06-04
AKTIENPREIS
SecurityAT:TFC / Truist Financial Corporation
InstitutionCypress Capital Group
Latest Disclosed Ownership9,082 shares
Latest Disclosed Value $ 417,499
Cypress Capital Group reports 1.57% decrease in ownership of TFC / Truist Financial Corporation

On May 15, 2026 - Cypress Capital Group filed a 13F-HR form disclosing ownership of 9,082 shares of Truist Financial Corporation (AT:TFC) valued at $356,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 9,227 shares of Truist Financial Corporation. This represents a change in shares of -1.57% during the quarter. The current value of the position is $382,034 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TRUIST FINL COM 89832Q109 9,082 -145 -1.57 417 -8.15 0.0348
2026-02-11 2025-12-31 13F TRUIST FINL COM 89832Q109 9,227 10 0.11 454 7.84 0.0509
2025-11-03 2025-09-30 13F TRUIST FINL COM 89832Q109 9,217 0 0.00 421 6.31 0.0504
2025-07-25 2025-06-30 13F TRUIST FINL COM 89832Q109 9,217 -445 -4.61 396 -0.25 0.0493
2025-05-12 2025-03-31 13F TRUIST FINL COM 89832Q109 9,662 -110 -1.13 398 -6.15 0.0521
2025-02-06 2024-12-31 13F TRUIST FINL COM 89832Q109 9,772 -414 -4.06 424 -2.76 0.0520
2024-11-08 2024-09-30 13F TRUIST FINL COM 89832Q109 10,186 119 1.18 436 11.25 0.0490
2024-07-25 2024-06-30 13F TRUIST FINL COM 89832Q109 10,067 -120 -1.18 391 -1.51 0.0469
2024-05-08 2024-03-31 13F TRUIST FINL COM 89832Q109 10,187 90 0.89 397 6.72 0.0476
2024-01-24 2023-12-31 13F TRUIST FINL COM 89832Q109 10,097 247 2.51 373 32.38 0.0485
2023-11-02 2023-09-30 13F TRUIST FINL COM 89832Q109 9,850 -792 -7.44 282 -12.73 0.0407
2023-07-26 2023-06-30 13F TRUIST FINL COM 89832Q109 10,642 -12,789 -54.58 323 -59.70 0.0467
2023-05-04 2023-03-31 13F TRUIST FINL COM 89832Q109 23,431 11,525 96.80 799 56.05 0.1226
2023-02-14 2022-12-31 13F TRUIST FINL COM 89832Q109 11,906 346 2.99 512 1.59 0.0773
2022-11-04 2022-09-30 13F TRUIST FINANCIAL COM 89832Q109 11,560 -262 -2.22 504 -10.00 0.0840
2022-07-26 2022-06-30 13F TRUIST FINANCIAL COM 89832Q109 11,822 -5 -0.04 560 -16.54 0.0853
2022-05-16 2022-03-31 13F TRUIST FINANCIAL COM 89832Q109 11,827 517 4.57 671 1.36 0.0826
2022-02-15 2021-12-31 13F TRUIST FINANCIAL COM 89832Q109 11,310 -2,135 -15.88 662 -16.10 0.0829
2021-10-12 2021-09-30 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 13,445 -1,130 -7.75 789 -2.47 0.1073
2021-07-13 2021-06-30 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 14,575 -255 -1.72 809 -6.47 0.1096
2021-04-14 2021-03-31 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 14,830 -355 -2.34 865 18.98 0.1227
2021-01-12 2020-12-31 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 15,185 30 0.20 727 26.00 0.1095
2020-10-08 2020-09-30 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 15,155 951 6.70 577 8.26 0.0961
2020-07-10 2020-06-30 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 14,204 1,239 9.56 533 33.25 0.0977
2020-04-08 2020-03-31 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 12,965 -120 -0.92 400 -45.73 0.0923
2020-01-10 2019-12-31 13F TRUIST FINANCIAL COMMON STOCK 89832Q109 13,085 13,085 737 0.1313
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.