Truist Finl C 4.75 Pfd Pfd Ser R COM

Truist Finl C 4.75 Pfd Pfd Ser R COM is a security (CUSIP 89832Q695) tracked across SEC portfolio filings. 4 institutional managers reported $535K on Form 13F as of 2026-06-30; 9 registered fund positions totaling $17.6M via N-PORT as of 2026-04-30.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
Ethos Financial Group, LLCKING OF PRUSSIA, PA$387K20,971
KELLEHER FINANCIAL ADVISORSNEW YORK, NY$113K6,123
PNC Financial Services Group, Inc.Pittsburgh, PA$23K1,257
First Command Advisory Services, Inc.FORT WORTH, TX$12K648

Top fund holders (N-PORT)

FundRegistrantValue% of fund
John Hancock Preferred Income Fund IIIJohn Hancock Preferred Income Fund III$3.6M79.49%
John Hancock Preferred Income FundJohn Hancock Preferred Income Fund$3.4M79.95%
Innovator S&P Investment Grade Preferred ETFInnovator ETFs Trust II$2.9M130.96%
Gabelli Dividend & Income TrustGabelli Dividend & Income Trust$2.7M10.28%
John Hancock Preferred Income Fund IIJohn Hancock Preferred Income Fund II$2.7M78.58%
Nuveen Preferred & Income Securities FundNuveen Preferred & Income Securities Fund$1.3M8.97%
First Trust Intermediate Duration Preferred & Income FundFirst Trust Intermediate Duration Preferred & Income Fund$596K5.04%
Cohen & Steers Select Preferred & Income Fund, Inc.Cohen & Steers Select Preferred & Income Fund, Inc.$313K12.16%
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIOThrivent Series Fund, Inc.$87K1.54%

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