# Truist Financial Corp 5.25 Pe PFD

Truist Financial Corp 5.25 Pe PFD is a security (CUSIP 89832Q745) tracked across SEC portfolio filings. 3 institutional managers reported $544K on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.9M via N-PORT as of 2021-07-31.

## Summary

- Issuer: Truist Financial Corp 5.25 Pe
- Class: PFD
- CUSIP: 89832Q745
- Asset category: EP
- 13F holders: 3
- 13F value: $544K
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.9M
- N-PORT report: 2021-07-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| WHALEROCK POINT PARTNERS, LLC | PROVIDENCE, RI | $527K | 25,600 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $9K | 452 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $9K | 415 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Innovator S&P Investment Grade Preferred ETF](https://search.stillhousedata.com/fund/S000051507) | Innovator ETFs Trust II | $2.9M | 129.30% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/89832Q745.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.