Tower Bridge Advisors reports 30.31% increase in ownership of TFC / Truist Financial Corporation

Truist Financial Corporation

AT ˙ WBAG ˙ US89832Q1094

€ 42,06 ↑1,33 (3,27%)

2026-06-04
AKTIENPREIS

Security	AT:TFC / Truist Financial Corporation
Institution	Tower Bridge Advisors
Latest Disclosed Ownership	10,190 shares
Latest Disclosed Value	$ 468,434

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 10,190 shares of Truist Financial Corporation (AT:TFC) valued at $400,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,820 shares of Truist Financial Corporation. This represents a change in shares of 30.31% during the quarter. The current value of the position is $428,642 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.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	Truist Financial	Common	89832Q109	10,190	2,370	30.31	468	21.88	0.0328
2026-02-13	2025-12-31	13F	TRUIST FINANCIAL C	COMMON	89832Q109	7,820	-3,470	-30.74	385	-25.58	0.0389
2025-11-12	2025-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	11,290	-300	-2.59	516	3.61	0.0516
2025-08-11	2025-06-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	11,590	0	0.00	498	4.62	0.0536
2025-05-08	2025-03-31	13F	TRUIST FINANCIAL C	COMMON	89832Q109	11,590	-2,500	-17.74	477	-22.09	0.0533
2025-02-05	2024-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	14,090	-600	-4.08	611	-2.71	0.0651
2024-11-06	2024-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	14,690	-2,600	-15.04	628	-6.41	0.0652
2024-07-24	2024-06-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	17,290	-76,104	-81.49	672	-81.57	0.0747
2024-04-29	2024-03-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	93,394	-78,422	-45.64	3,640	-42.61	0.3705
2024-02-14	2023-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	171,816	-47,126	-21.52	6,343	1.28	0.5456
2023-11-01	2023-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	218,942	-22,872	-9.46	6,264	-14.66	0.5798
2023-07-20	2023-06-30	13F	TRUIST FINL	COM	89832Q109	241,814	-67,949	-21.94	7,339	-30.52	0.6727
2023-04-26	2023-03-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	309,763	-619	-0.20	10,563	-20.91	0.8649
2023-01-27	2022-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	310,382	-2,562	-0.82	13,356	-1.98	1.1093
2022-11-14	2022-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	312,944	2,539	0.82	13,626	-7.45	1.2107
2022-07-21	2022-06-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	310,405	-7,205	-2.27	14,723	-18.25	1.2008
2022-05-05	2022-03-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	317,610	3,517	1.12	18,008	-2.08	1.2037
2022-02-09	2021-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	314,093	-1,905	-0.60	18,390	-0.77	1.1292
2021-10-28	2021-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	315,998	-1,011	-0.32	18,533	5.34	1.2364
2021-08-10	2021-06-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	317,009	4,871	1.56	17,594	-3.35	1.1727
2021-05-12	2021-03-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	312,138	-6,106	-1.92	18,204	19.34	1.3705
2021-02-11	2020-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	318,244	-8,052	-2.47	15,253	22.86	1.2423
2020-11-13	2020-09-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	326,296	-2,141	-0.65	12,416	0.67	1.2685
2020-07-22	2020-06-30	13F	TRUIST FINANCIAL	COMMON	89832Q109	328,437	39,757	13.77	12,333	38.53	1.3829
2020-04-27	2020-03-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	288,680	4,217	1.48	8,903	-44.43	1.1686
2020-02-05	2019-12-31	13F	TRUIST FINANCIAL	COMMON	89832Q109	284,463	284,463		16,021		1.6923

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.