# 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 $17.5M via N-PORT as of 2026-04-30.

## Summary

- Issuer: Truist Finl C  4.75 Pfd Pfd Ser R
- Class: COM
- CUSIP: 89832Q695
- Asset category: EP
- 13F holders: 4
- 13F value: $535K
- 13F period: 2026-06-30
- N-PORT fund positions: 9
- N-PORT value: $17.5M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Ethos Financial Group, LLC](https://search.stillhousedata.com/firm/32174) | KING OF PRUSSIA, PA | $387K | 20,971 |
| [KELLEHER FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/126021) | NEW YORK, NY | $113K | 6,123 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $23K | 1,257 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $12K | 648 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| John Hancock Preferred Income Fund III | John Hancock Preferred Income Fund III | $3.6M | 79.49% |
| John Hancock Preferred Income Fund | John Hancock Preferred Income Fund | $3.4M | 79.95% |
| [Innovator S&P Investment Grade Preferred ETF](https://search.stillhousedata.com/fund/S000051507) | Innovator ETFs Trust II | $2.9M | 130.96% |
| Gabelli Dividend & Income Trust | Gabelli Dividend & Income Trust | $2.7M | 10.28% |
| John Hancock Preferred Income Fund II | John Hancock Preferred Income Fund II | $2.7M | 78.58% |
| Nuveen Preferred & Income Securities Fund | Nuveen Preferred & Income Securities Fund | $1.3M | 8.97% |
| First Trust Intermediate Duration Preferred & Income Fund | First Trust Intermediate Duration Preferred & Income Fund | $596K | 5.04% |
| Cohen & Steers Select Preferred & Income Fund, Inc. | Cohen & Steers Select Preferred & Income Fund, Inc. | $313K | 12.16% |
| [JPMorgan Insurance Trust Income Builder Portfolio](https://search.stillhousedata.com/fund/S000047319) | JPMORGAN INSURANCE TRUST | $17K | 2.05% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/89832Q695.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.