TFC
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.1 | P/B | 0.97 |
| EPS (TTM) | 4.08 | Dividend | 4.67% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 98.3M | 0.1% | +0% |
| Capital International Investors | 84.5M | 0.9% | −22% |
| VANGUARD CAPITAL MANAGEMENT LLC | 81.5M | n/a | n/a |
| State Street | 58.2M | 0.1% | −2% |
| Bank of America Corp | 37.9M | 0.1% | −1% |
| Geode Capital Management | 31.8M | 0.1% | +10% |
Top institutional owners for TFC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 18 | Lyons Michael P. | BUY | 21K | +$1M |
| AUG 04 | Wilson Donta L | SELL | 13K | −$689K |
| JUL 27 | Boyer K. David Jr. | SELL | 4K | −$202K |
| JUL 22 | ROGERS WILLIAM H JR | SELL | 13K | −$694K |
1 insider buy, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TFC yet.