Truist Financial Corporation filings document the regulatory record of a North Carolina financial holding company with common stock and multiple preferred securities listed on the New York Stock Exchange. Its 8-K reports cover operating results, earnings materials, Regulation FD disclosures, medium-term note offerings, share-repurchase authorization, dividend-related securities matters, and material corporate events.
Proxy and governance filings describe shareholder voting matters, board and executive compensation topics, and equity incentive plan approvals. Truist’s securities disclosures also identify its capital structure, including common stock, depositary shares tied to Series I, Series O and Series R preferred stock, and Series J preferred purchase securities, alongside formal reporting on financing arrangements and financial statement presentation changes.
TRUIST FINANCIAL CORP reported a Form 13F holdings report listing 5,371 information-table entries with a reported value total of $84,407,336,870, rounded to the nearest dollar. The report includes two other managers: Truist Bank and Truist Advisory Services, Inc.
Truist Financial Corp. (TFC) President & CEO Michael P. Lyons bought 25,000 common shares on October 28, 2026, at a weighted average price of $48.3620 per share; prices ranged from $48.3500 to $48.3800. His directly held common shares after the purchase totaled 46,000. The report also lists two direct restricted stock unit awards granted September 1, 2026: 84,951 units vest in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030; 266,990 units vest in equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. No Rule 10b5-1 plan is reported.
Truist Financial Corporation reported third-quarter 2026 net income of $799 million, compared with $1.452 billion in third-quarter 2025. Net income available to common shareholders was $684 million versus $1.348 billion, and diluted EPS was $0.56 versus $1.04. Net interest income was $3.663 billion versus $3.629 billion. The quarter included $1.447 billion in net securities losses. Separately, Truist sold $8.6 billion of longer-duration, lower-yielding agency MBS and purchased $7.2 billion of shorter-duration, higher-yielding agency MBS and U.S. Treasury securities in a strategic balance-sheet repositioning.
Truist sold $5.5 billion of RAC indirect-auto loans for $5.2 billion in proceeds; the sale resulted in a $581 million pre-tax loan loss reserve recapture following held-for-sale-related charge-offs. On October 14, 2026, Truist signed an agreement to sell $7.7 billion of LightStream loans, representing substantially all assets of its unsecured lending platform, for estimated net proceeds of $7.2 billion. The sale is expected to close in the fourth quarter of 2026, subject to customary closing conditions, and its net-income impact is not expected to be material.
Truist Financial Corp (TFC), as parent holding company for Truist Advisory Services, Inc., reported beneficial ownership of 23,836 shares of First Trust Exchange-Traded Fund III, equal to 1.35% of the class. Truist Advisory Services is identified as an affiliated registered investment adviser. The reported position carried sole dispositive power over 23,836 shares and no sole or shared voting power.
Truist Financial Corp. (TFC), identified as the parent holding company for its affiliated registered investment adviser Truist Advisory Services, Inc., reported beneficial ownership of 434,797 shares of Federated Hermes ETF Trust, representing 3.46% of the class. Truist reported sole dispositive power over all 434,797 shares, with no sole or shared voting power and no shared dispositive power.
Truist Financial Corp (TFC), as parent holding company for Truist Advisory Services, Inc., reported beneficial ownership of 162,040 shares of First Trust Exchange-Traded Fund VIII, equal to 4.10% of the class, as of September 30, 2026. Truist reported sole dispositive power over 162,040 shares and no sole or shared voting power. The reported ownership falls within the filing’s stated category of 5% or less of the class.
Truist Financial Corp. (TFC), reporting as the parent holding company for Truist Advisory Services, Inc., reported beneficial ownership of 1,079,739 shares of First Trust Exchange-Traded Fund, equal to 3.58% of the class. Truist reported sole dispositive power over all 1,079,739 shares, zero sole or shared voting power, and zero shared dispositive power. The amendment identifies ownership of 5% or less of the class.
Donta L. Wilson, Truist Financial Corp.'s Chief Consumer & SB BK Officer, ceased to be an insider on October 16, 2026.
Truist Financial Corp, as parent holding company for Truist Advisory Services, Inc., reported beneficial ownership of 55,455 shares of Calamos ETF Trust, representing 6.16% of the class.