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 (TFC), as parent holding company for Truist Advisory Services, Inc., reported its beneficial ownership of shares of an ALPS ETF Trust exchange traded fund on a Schedule 13G/A amendment. The filing reports beneficial ownership of 62,987 shares, representing 5.60% of the class as of August 31, 2026.
The reporting person has no voting power over these shares but holds sole dispositive power over 62,987 shares and no shared dispositive power. Truist Advisory Services, Inc. is identified as an affiliated registered investment adviser, and the filing is signed by Vice President Edward M. Kwiatkowski on September 4, 2026.
TRUIST FINANCIAL CORP (symbol: TFC) is the issuer of record for a Form 4 filing submitted to the SEC. Lyons Michael P. reported acquisition or exercise transactions in this Form 4 filing.
TRUIST FINANCIAL CORP (TFC) reported that President & CEO and director Michael P. Lyons received two equity awards on September 1, 2026. He was granted 84,951 restricted stock units vesting in one-third increments on March 15, 2028, March 15, 2029, and March 15, 2030, and 266,990 restricted stock units vesting in three equal installments on September 1, 2027, September 1, 2028, and September 1, 2029. Each restricted stock unit represents a right to receive one share of TFC common stock.
TRUIST FINANCIAL CORP (TFC) reported an initial statement of beneficial ownership on Form 3 for Michael P. Lyons, who is listed as President & CEO and a director. The filing does not report any equity transactions or current holdings for him and notes an Exhibit 24 Power of Attorney.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of shares of Victory Portfolios II – Exchange Traded Fund under a Schedule 13G/A. The stake relates to securities with CUSIP 92647X798.
Truist reports beneficial ownership of 188,007 shares, representing 10.11% of the fund’s outstanding class. It has sole power to dispose or direct the disposition of all 188,007 shares, but reports no sole or shared voting power over the shares. Truist Financial Corporation is organized in North Carolina, while Truist Advisory Services, Inc. is organized in Delaware.
Truist Financial Corp executive Donta L. Wilson sold 13,280 shares of common stock on July 31, 2026 at a weighted average price of $51.8538 per share (price range $51.8350–$51.8750). After this open-market sale, he directly holds 56,009.099 common shares and indirectly holds 7,165.223 shares through a 401(k) plan. He also has restricted stock units covering 27,955, 1,499 and 26,691 shares, vesting in equal installments between 2027 and 2030.
Truist Financial reported Q2 2026 net income of $1,553 million, up from $1,240 million a year earlier. Net income available to common shareholders was $1,519 million, with diluted EPS of $1.23 versus $0.90. Net interest income was $3,621 million, and the provision for credit losses declined to $395 million. Total noninterest income rose to $1,644 million, while noninterest expense increased to $3,055 million. For the first six months of 2026, net income was $3,034 million and diluted EPS $2.31.
As of June 30, 2026, total assets were $556,023 million, including $329,796 million of loans and leases. Noninterest-bearing deposits were $104,341 million and interest-bearing deposits $305,038 million. The allowance for credit losses was $5,316 million, with nonperforming assets of $1,748 million. Shareholders’ equity totaled $64,095 million, reflecting common share repurchases and a $495 million preferred stock issuance during the first half of 2026.
Bessant Catherine P reported acquisition or exercise transactions in this Form 4 filing.
Truist Financial Corporation director Catherine P. Bessant reported receiving a grant of 2,338 Restricted Stock Units representing common stock on July 28, 2026. These RSUs cliff vest on December 31, 2026, and after the award she directly holds 2,338 shares; no shares were bought or sold.
Truist Financial Corporation’s Board of Directors approved and adopted amendments to its Amended and Restated Bylaws on July 28, 2026, effective as of that date. A new Article IX, Section 8 establishes that, unless Truist consents otherwise in writing, the federal district courts of the United States are the sole and exclusive forum for any complaint asserting a cause of action arising under the Securities Act of 1933 or related rules and regulations.
The amendments also clarify the timing requirements for proxy access nominations and include an administrative change. The full text of the amended and restated Bylaws is provided as Exhibit 3.1, effective July 28, 2026.
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.