13FBOX
TRUIST FINL CORP DP SH RP PFD CL R · 13F Institutional Holdings
Options Calculator Rankings
T

TRUIST FINL CORP DP SH RP PFD CL R

Institutions
4
Combined AUM (Q2 2026)
$561,909
Combined Shares (Q2 2026)
30,430
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7,433
3 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+7,433
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$561,909
Institutions
4
New Buys
0
Adds
3
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ethos Financial Group, LLC
0.03%0.03%#1$386,91520,971$380,20420,97100.00%Unchanged
KELLEHER FINANCIAL ADVISORS
0.02%<0.01%#2$113,2776,123$4,371235+5,888+2,505.53%Add
First Command Advisory Services, Inc.
<0.01%<0.01%#3$38,4622,079$11,748648+1,431+220.83%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#4$23,2551,257$20,7231,143+114+9.97%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow