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, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 44,807 shares of Calamos ETF Trust, representing about 11.2% of this exchange traded fund class.
Truist reports no sole or shared voting power over these shares, but has sole dispositive power over the 44,807 shares, meaning it can decide when to sell them. The filing is made on a passive basis, with Truist certifying the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., has filed an amended Schedule 13G reporting a significant position in Federated Hermes ETF Trust.
The filing shows beneficial ownership of 351,598 exchange-traded fund shares, representing about 14.2% of the class as of the event date 12/31/2025. Truist reports no sole or shared voting power over these shares, but sole dispositive power over the same 351,598 shares, meaning it can decide when to sell them.
Truist certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Federated Hermes ETF Trust.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reported its beneficial ownership of shares of Themes ETF Trust on an amended Schedule 13G. The filing states beneficial ownership of 8,755 shares of the exchange-traded fund, representing about 14.6% of the class.
Truist reports no sole or shared voting power over these shares, but sole dispositive power over all 8,755 shares. The securities are certified as being acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Themes ETF Trust.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 31,303 shares of Franklin Templeton ETF Trust as of 12/31/2025. This stake represents 20.9% of the class of the referenced exchange traded fund shares.
Truist reports no sole or shared voting power over these securities, but reports sole dispositive power over 31,303 shares and no shared dispositive power. The securities are certified as acquired and held in the ordinary course of business, and not for the purpose or effect of changing or influencing control of the issuer.
Truist Financial Corporation filed an amended Schedule 13G indicating that, as of 12/31/2025, it no longer has a beneficial ownership stake in Northern Lights Fund Trust IV exchange traded funds. The filing shows 0 shares beneficially owned, representing 0.0% of the class, with no sole or shared voting or dispositive power.
Truist reports this position in its capacity as a parent holding company for Truist Advisory Services, Inc., an affiliated registered investment adviser. It also certifies that any securities referenced were acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 215,048 shares of the Pacer Funds Trust exchange-traded fund with CUSIP 69374H238. This represents about 31.9% of the fund’s outstanding shares.
The filing shows Truist has no sole or shared voting power over these shares but holds sole dispositive power, meaning it can decide when to sell them. Truist certifies the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Truist Financial Corporation is updating how it presents its Consolidated Statements of Income and has furnished supporting information to help compare past periods to the new format. Effective December 31, 2025, the company made certain changes and reclassifications to its income statement presentation. As of January 12, 2026, Truist is providing unaudited supplemental historical financial information that aligns prior-period presentations with the new format.
The supplemental information, furnished as Exhibit 99.1, does not revise or restate Truist’s previously reported consolidated financial results for any period. The material is being furnished under Regulation FD and is not deemed filed or subject to liability under Section 18 of the Exchange Act, unless specifically incorporated by reference in another filing.
Truist Financial Corp. disclosed a change in insider status for one of its directors. The Form 4 identifies the reporting person’s relationship to the company as a director and notes that the filing is made for a single reporting person. In the remarks, it states that the reporting person’s status as an insider terminated on December 31, 2025, meaning they were no longer considered an insider of Truist Financial as of that date.
Truist Financial Corporation reported that its Board of Directors authorized a share-repurchase program for up to $10 billion of Truist’s outstanding common stock. The authorization is effective immediately and has no expiration date, giving the company flexibility in the timing and size of any future repurchases.
This new program replaces Truist’s prior share-repurchase program announced on June 28, 2024, which terminated effective December 16, 2025. Truist announced the new authorization via a news release that is included as an exhibit.
Truist Financial Corp. officer reports stock activity tied to restricted stock units (RSUs). On 12/04/2025, 247 RSUs converted into the same number of shares of TFC common stock at an exercise price of $0.0000. On the same date, 247 shares were withheld at $46.50 per share to cover FICA and related tax obligations associated with the reporting person's retirement eligibility, leaving 4,167 shares of common stock held directly.
The officer also reports 6,649.81 shares held indirectly through the company 401(k) plan. The RSU award originally granted on February 24, 2025 totaled 7,719 units, each representing one share of TFC common stock, with remaining tranches scheduled to vest between March 15, 2026 and March 15, 2029. After the reported transactions, the officer holds 7,472 RSUs directly.