Welcome to our dedicated page for Truist Finl 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.
This page provides access to U.S. Securities and Exchange Commission filings for Truist Financial Corporation (NYSE: TFC), a top‑10 U.S. commercial bank headquartered in Charlotte, North Carolina. Truist’s filings offer detailed insight into its commercial banking operations, wholesale and consumer businesses, capital structure, and governance.
Through annual reports on Form 10‑K and quarterly reports on Form 10‑Q, investors can review Truist’s financial condition, segment performance across consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending, as well as risk disclosures and regulatory information. Current reports on Form 8‑K document material events such as share‑repurchase authorizations, preferred stock redemptions, debt issuances, financial results announcements, bylaw amendments, and changes in Board composition.
Truist also registers and lists various preferred stock and depositary share series on the New York Stock Exchange, including securities tied to Series I, Series J, Series O, and Series R non‑cumulative perpetual preferred stock. Related prospectuses and 8‑K filings describe the terms of these instruments. Other filings may cover medium‑term note offerings by Truist Financial Corporation and senior bank notes issued by Truist Bank, which are relevant for understanding the company’s funding profile.
On Stock Titan, Truist’s SEC filings are updated in near real time from EDGAR, and AI‑powered summaries help explain the key points in lengthy documents such as 10‑K and 10‑Q reports. Users can quickly identify important items in 8‑K filings—like capital actions or governance changes—and review registration statements, exhibits, and other disclosures without reading every page. Dedicated views for Form 4 insider transaction reports, proxy statements, and other filings allow investors to analyze executive and director activity, compensation policies, and voting matters in the context of Truist’s broader commercial banking and financial services business.
Truist Financial Corporation, as parent of Truist Advisory Services, reports beneficial ownership of 1,119,138 shares of Victory Portfolios II, an exchange traded fund. This position represents 7.363% of the fund’s outstanding shares, indicating that Truist is a significant institutional holder.
Truist reports no sole or shared voting power over these shares, but has sole dispositive power to sell or otherwise dispose of the 1,119,138 shares. The position is certified as being held in the ordinary course of business and not with the purpose or effect of changing or influencing control of the fund.
Truist Financial Corporation filed an amended Schedule 13G reporting its beneficial ownership in First Trust Exchange-Traded Fund VIII. Truist, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of 185,167 shares, representing about 9.3% of the fund’s outstanding class as of the event date. Truist has no voting power over these shares but holds sole dispositive power, meaning it can decide when to sell them.
The filing states 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 fund. The ownership is reported under the investment adviser classification, with Truist organized in North Carolina and its advisory subsidiary in Delaware.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 133,396 shares of First Trust Exchange-Traded Fund VIII, representing 10.261% of the fund’s shares as of 12/31/2025. Truist has sole power to dispose of these shares but no power to vote them. The position is certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., has filed Amendment No. 3 to report its beneficial ownership in the Nomura ETF Trust exchange traded fund. The filing shows beneficial ownership of 138,861 shares, representing approximately 10.5% of the fund’s outstanding class, based on the percentage stated in the document.
Truist reports no sole or shared voting power over these shares, but sole dispositive power over 138,861 shares, meaning it can decide when to sell them. The securities are reported as being 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, 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.
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