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 Corporation reports beneficial ownership of 297,117 shares (8.64%) of ETF Opportunities Trust (CUSIP 26923Q416) as of 3/31/2026. The filing states Truist has sole dispositive power for 297,117 shares and reports no voting power. The Schedule 13G is signed by Caroline D. Hoang on 04/20/2026.
Truist Financial Corporation reports passive ownership of 125,542 shares (9.30%) of the Hartford Funds Exchange-Traded Trust (CUSIP 41653L842) as shown on a Schedule 13G filed for the reporting period ending 3/31/2026. The filing states Truist has sole dispositive power over 125,542 shares and no voting power. The report is signed by Caroline D. Hoang, Assistant Vice President, dated 04/20/2026.
Truist Financial Corporation filed a pricing supplement relating to an effective registration statement for Medium-Term Notes, Series I — Fixed-to-Floating Rate Senior Notes due April, 2037. The supplement is subject to completion and supplements the prospectus dated January 19, 2024. The Notes carry a fixed interest rate for the initial period through the Reset Date and a floating rate thereafter tied to Compounded SOFR plus a specified spread. Denominations are $2,000 and integral multiples of $1,000. The company may redeem the Notes under a make-whole optional redemption provision prior to the Reset Date and at par on or after specified dates; detailed pricing, aggregate principal amount and issue price are not filled in on the excerpt. The Notes will be delivered in book-entry form through DTC and related clearing systems.
Truist Financial Corporation reported strong first quarter 2026 results, with net income available to common shareholders of $1.38 billion and diluted EPS of $1.09, up 25% from 1Q25. Total revenue on a taxable-equivalent basis was $5.20 billion, while noninterest expense fell 5.9% from 4Q25, improving the efficiency ratio to 57.9%.
Returns strengthened, with ROCE at 9.3% and ROTCE at 13.8%. Average loans grew 7.0% year over year and deposits rose 1.7%, supporting net interest income growth versus 1Q25. Asset quality remained solid, with nonperforming loans at 0.50% of loans and an ALLL ratio of 1.53%.
Capital levels stayed robust: the CET1 ratio was 10.8%. Truist returned substantial capital to shareholders through $0.52 per share in common dividends and $1.1 billion of common share repurchases, producing a total payout ratio of 129%.
Truist Financial Corporation reports beneficial ownership of 429,680.70 shares of Sterling Capital Funds, representing 32.23% of the class. The filing breaks voting and dispositive powers into 346,432.03 shares with sole voting power and 429,290.98 shares with sole dispositive power. The statement is signed by an Assistant Vice President on 04/07/2026.
Truist Financial Corporation amended its Schedule 13G/A to report beneficial ownership in Themes ETF Trust. The filing states Truist beneficially owns 24,247 shares, representing 30.31% of the class, with sole dispositive power over 24,247 shares and no voting power reported. The amendment is signed by Edward M. Kwiatkowski as Vice President.
Truist Financial Corp Schedule 13G/A: The Vanguard Group amended its beneficial ownership filing and reports 0 shares of Common Stock and 0% ownership as of the amendment. The filing explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately. The amendment is signed by Ashley Grim on March 27, 2026.
Truist Financial Corp executive Donta L. Wilson reported a routine tax-withholding transaction. On March 13, 2026, 10,204 shares of common stock were disposed of at $43.83 per share to cover tax obligations, not as an open-market sale. After this, he directly holds 69,289.099 common shares and indirectly holds 7,087.951 shares through a 401(k) plan. Wilson also holds several restricted stock unit awards that each convert into one share of common stock as they vest between 2027 and 2030.
Truist Financial Corp Chief Legal Officer Scott A. Stengel reported a routine tax-withholding share disposition. On March 13, 2026, 3,001 shares of common stock were withheld at $43.83 per share to satisfy tax obligations, leaving him with 11,977 common shares held directly.
He also reports unvested equity awards in the form of restricted stock units tied to common stock. These include 15,780 units granted on February 24, 2025, 798 units granted on February 28, 2025, and 15,022 units granted on February 23, 2026, vesting in equal installments between March 15, 2027 and March 15, 2030. Each unit represents a right to receive one share of Truist common stock.