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.
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Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership in shares of Nomura ETF Trust as of 06/30/2026. The position totals 90,725 shares of the exchange traded fund, representing 3.86% of the class. Truist and its affiliate report no sole or shared voting power over these shares but report sole dispositive power over 90,725 shares and no shared dispositive power. The ownership is disclosed as being of 5 percent or less of the class, and the reporting person is identified as an investment adviser parent holding company.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of shares of Federated Hermes ETF Trust on an amended Schedule 13G. Truist reports beneficial ownership of 425,661 Exchange Traded Fund shares, representing 5.13% of the class. As of this filing, Truist has sole power to dispose or direct the disposition of 425,661 shares, but reports no sole or shared power to vote these shares. The issuer’s principal executive offices are in Warrendale, Pennsylvania, and Truist is organized in North Carolina, with Truist Advisory Services, Inc. organized in Delaware.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of shares of FIRST TRUST EXCHANGE-TRADED FUND VIII on an amended Schedule 13G.
The filing states beneficial ownership of 193,577 shares, representing 6.91% of the class. Truist reports no sole or shared voting power over these shares but reports sole dispositive power over 193,577 shares and no shared dispositive power.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of shares of First Trust Exchange-Traded Fund VI (CUSIP 33738R837) on an amended Schedule 13G.
Truist reports beneficial ownership of 52,126 shares, representing 5.49% of the class as of 06/30/2026. It has no sole or shared voting power over these shares but has sole dispositive power over 52,126 shares and no shared dispositive power.
Truist Financial Corporation amended its Schedule 13G/A to report beneficial ownership of 2,955,427 shares of the Federated Hermes ETF Trust (CUSIP 31423L404), representing 12.50% as of 06/30/2026. The filing states sole dispositive power for 2,955,427 shares and no voting power. The amendment was signed on 07/08/2026 by Edward M. Kwiatkowski, Vice President.
Truist Financial Corporation filed an amendment on Schedule 13G/A reporting beneficial ownership of 32,959 shares of the Franklin Templeton ETF Trust Exchange Traded Fund (CUSIP 35473P470). The filing states this equals 21.97% of the class and indicates sole dispositive power for Truist Advisory Services, Inc.
Truist Financial Corporation filed an Amendment No. 6 to Schedule 13G reporting beneficial ownership of 23,536 shares of Themes ETF Trust (CUSIP 882927726), representing 26.15% of the class. The filing states sole dispositive power over 23,536 shares and no voting power. The amendment is signed by Edward M. Kwiatkowski, Vice President, dated 07/08/2026.
Truist Financial Corporation reports beneficial ownership of 54,280 shares of an Exchange Traded Fund issued by Calamos ETF Trust, representing 8.35% of the class as of 06/30/2026. The filing shows sole dispositive power for 54,280 shares and no voting power.
Truist Financial Corporation amends its Schedule 13G/A to report beneficial ownership of 274,293 shares of an Exchange Traded Fund issued by Pacer Funds Trust (CUSIP 69374H238). The filing states this position represents 26.76% of the class and that Truist has sole dispositive power over 274,293 shares with no sole or shared voting power. The amendment is signed by a Truist Vice President on 07/08/2026.
Truist Financial Corporation reports beneficial ownership of 1,446,446 shares of iShares Trust exchange traded fund, representing 5.57% of the class. The filing states Truist has sole dispositive power over 1,446,446 shares and no sole or shared voting power.
The disclosure is provided on Schedule 13G and was signed by an authorized officer on 07/08/2026. The issuer CUSIP is 464287192.