Welcome to our dedicated page for TRUIST FINANCIAL SEC filings (Ticker: TFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on TRUIST FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into TRUIST FINANCIAL's regulatory disclosures and financial reporting.
Truist Financial Corporation reports beneficial ownership of 138,564 shares of an exchange traded fund managed by Macquarie ETF Trust, representing 11.79% of the class. The filing shows sole dispositive power for the full amount and no voting power, indicating Truist can direct disposition of the shares but does not claim authority to vote them. The statement affirms these holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The trustee/filing signer certifies the disclosure as true and complete.
Truist Financial Corporation filed an amended Schedule 13G reporting beneficial ownership of 209,320 shares of an Exchange Traded Fund issued by Pacer Funds Trust (CUSIP 69374H238), representing 29.9% of the class as of 09/30/2025. The filing shows Truist has sole dispositive power over the 209,320 shares but no voting power, and certifies the holdings are held in the ordinary course of business and not to influence control. The statement is signed by a Truist Vice President on 10/06/2025.
Truist Financial Corporation filed an amended Schedule 13G reporting ownership of 2,877 shares of the Crossmark ETF Trust Exchange Traded Fund (CUSIP 22767F103). The holdings represent 0.46% of the class and are held with sole dispositive power while Truist reports no voting power. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing lists Truist as the parent holding company for Truist Advisory Services, Inc., and is certified by Edward M. Kwiatkowski, Vice President, dated 10/06/2025.
Truist Financial Corporation reported beneficial ownership of 187,031 shares of the Macquarie ETF Trust exchange-traded fund, representing 14.39% of the class as of the 09/30/2025 reporting event. The filing states Truist holds sole dispositive power over those 187,031 shares but discloses no sole or shared voting power. The statement classifies the filer as an investment adviser (IA) and a parent holding company (HC) for Truist Advisory Services, Inc., and includes a certification that the shares were acquired and are held in the ordinary course of business and not to influence control of the issuer.
Truist Financial Corporation reported beneficial ownership of 328,633 shares of the Exchange Traded Fund class issued by Federated Hermes ETF Trust, representing 18.41% of the class. The filing states Truist has no voting power (sole or shared) and holds sole dispositive power over the shares, indicating authority to buy or sell but not to vote them. The statement certifies the position was acquired and is held in the ordinary course of business and not for the purpose of influencing control. The filing was submitted by Truist as the parent holding company for its affiliated registered investment adviser.