Kelleher Financial Advisors’s Truist Financial Corp Series I Preferred Stock TFC.PRI Stock Holding History

Kelleher Financial Advisors’s Portfolio TFC.PRI Stock Details TFC.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.21K	Buy	+235	New	+$4.49K	﹤0.01%	686

Other funds holding TFC.PRI

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Kelleher Financial Advisors's TFC.PRI Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Truist Financial Corp Series I Preferred Stock (TFC.PRI) in Q2 2026: 235 shares worth $4.21K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings.

5 funds tracked by Wall St. Rank hold TFC.PRI as of Q2 2026.

Kelleher Financial Advisors held 235 shares of Truist Financial Corp Series I Preferred Stock worth $4.21K as of Q2 2026.
Truist Financial Corp Series I Preferred Stock was a new Kelleher Financial Advisors position in Q2 2026.
Truist Financial Corp Series I Preferred Stock made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #686 holding.
5 funds tracked by Wall St. Rank held Truist Financial Corp Series I Preferred Stock as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.