Truist Financial reports $83.7B in institutional holdings

Truist Financial Corp, an institutional investment manager based in Charlotte, NC, filed a quarterly holdings report covering all of its reportable investment positions.

Rhea-AI Filing Summary

Truist Financial Corp, an institutional investment manager based in Charlotte, NC, filed a quarterly holdings report covering all of its reportable investment positions. The report is signed by Assistant Vice President Caroline D. Hoang on behalf of the firm.

The filing aggregates 5,414 individual report entries with a combined reported value of $83,671,196,505. It also identifies 2 other included managers: Truist Bank /NC/ and Truist Advisory Services, Inc.

Key Figures

Form 13F Information Table Value Total: $83,671,196,505 Form 13F Information Table Entry Total: 5,414 Number of Other Included Managers: 2 +3 more

6 metrics

Form 13F Information Table Value Total $83,671,196,505 Aggregate value of all reportable holdings in the Form 13F information table

Form 13F Information Table Entry Total 5,414 Number of individual holdings entries reported

Number of Other Included Managers 2 Other institutional managers included in this 13F report

Form 13F File Number 028-03501 SEC Form 13F file number for Truist Financial Corp

Other Manager File Number - Truist Bank /NC/ 028-01507 Form 13F file number for included manager Truist Bank /NC/

Other Manager File Number - Truist Advisory Services, Inc. 028-18010 Form 13F file number for included manager Truist Advisory Services, Inc.

Key Terms

Form 13F, institutional investment manager, 13F Holdings Report, Other Included Managers

4 terms

Form 13F regulatory

"Form 13F Information Table Value Total"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

institutional investment manager regulatory

"The institutional investment manager filing this report"

13F Holdings Report regulatory

"13F HOLDINGS REPORT. (Check here if all holdings"

Other Included Managers regulatory

"List of Other Included Managers Provide a numbered list"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Truist Financial Corp (TFC) report in this Form 13F?

Truist Financial Corp reports a comprehensive 13F Holdings Report of its institutional investment positions, listing 5,414 entries with a total reported value of $83,671,196,505 managed across the firm and certain related managers.

How large are Truist Financial Corp (TFC)'s reported 13F holdings?

The reported 13F portfolio has an aggregate value of $83,671,196,505. This figure reflects the combined market value of all 5,414 securities positions that meet the SEC’s Form 13F reporting requirements for this period.

How many securities positions does Truist Financial Corp (TFC) disclose?

Truist Financial Corp discloses 5,414 individual reportable positions. Each entry corresponds to a security that meets the SEC’s Form 13F threshold, forming part of the firm’s institutional investment portfolio for the quarter.

Who signed the Form 13F for Truist Financial Corp (TFC)?

The report is signed by Caroline D. Hoang, Assistant Vice President. She signs on behalf of Truist Financial Corp, representing that the information provided is true, correct, and complete to the best of the firm’s knowledge.

Which other managers are included in Truist Financial Corp (TFC)'s 13F report?

The report lists 2 other included managers: Truist Bank /NC/ with Form 13F file number 028-01507 and Truist Advisory Services, Inc. with Form 13F file number 028-18010, indicating shared management of certain positions.

What type of Form 13F filing did Truist Financial Corp (TFC) submit?

Truist Financial Corp submitted a 13F Holdings Report. This indicates that all of the firm’s reportable institutional investment holdings for the period are included in this single filing, rather than being reported by other managers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/28/2026 - 09:43 AM Accepted by SEC EDGAR 07/28/2026 - 09:42 AM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	TRUIST FINANCIAL CORP
Address:	214 NORTH TRYON STREET
	CHARLOTTE, NC 28202
Form 13F File Number:	028-03501
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Caroline D. Hoang
Title:		Assistant Vice President
Phone:		804-253-6422
Signature, Place, and Date of Signing:
Caroline D. Hoang			Richmond, VA	07-28-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		2
	Form 13F Information Table Entry Total:		5,414
	Form 13F Information Table Value Total:		83,671,196,505
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	5	TRUIST BANK /NC/	028-01507			0000764116
	12	Truist Advisory Services, Inc.	028-18010	000283390	801-107729	0001696868