TRUIST FINL CORP DP SH RP PFD CL R

Institutions

Combined AUM (Q2 2026)

$561,909

Combined Shares (Q2 2026)

30,430

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+7,433

3 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+7,433

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$561,909

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC	0.03%	0.03%	#1	$386,915	20,971	$380,204	20,971	00.00%	Unchanged
KELLEHER FINANCIAL ADVISORS	0.02%	<0.01%	#2	$113,277	6,123	$4,371	235	+5,888+2,505.53%	Add
First Command Advisory Services, Inc.	<0.01%	<0.01%	#3	$38,462	2,079	$11,748	648	+1,431+220.83%	Add
PNC FINANCIAL SERVICES GROUP, INC.	<0.01%	<0.01%	#4	$23,255	1,257	$20,723	1,143	+114+9.97%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow