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 reports 7.64% beneficial ownership of Victory Portfolios II ETF, representing 131,344 shares.
The filing states Truist Advisory Services, Inc., an affiliate, holds the position with sole dispositive power over 131,344 shares and no voting power. The filing lists CUSIP 92647X798 and is signed by an Assistant Vice President on 07/08/2026.
Truist Financial Corporation reported a passive ownership stake in Victory Portfolios II ETF. The filing states Truist (as parent holding company for Truist Advisory Services, Inc.) beneficially owns 1,063,157 shares of the ETF (CUSIP 92647P126), representing 5.29% of the class. The filing shows sole dispositive power for 1,063,157 shares and no voting power. The report is signed by Caroline D. Hoang as Assistant Vice President on 07/08/2026.
Truist Financial Corporation reports beneficial ownership of 258,597 shares of ETF Opportunities Trust (CUSIP 26923Q739), representing 6.26% of the class. The filing states Truist holds sole dispositive power over 258,597 shares and sole voting power of 0 shares. The filing is signed by an Assistant Vice President on 07/08/2026.
Truist Financial Corporation reports beneficial ownership of 233,615 shares of the iM Global Partner Funds Exchange Traded Fund (CUSIP 53700T751). The filing on 07/06/2026 states Truist holds 32.22% of the class with sole dispositive power over 233,615 shares.
The filing lists Truist Financial Corp as the parent holding company for Truist Advisory Services, Inc., and provides the issuer address in El Segundo, California. Voting power is reported as zero and disposition authority as sole.
Truist Financial Corporation reports beneficial ownership of 1,048,539 shares of FIRST TRUST EXCHANGE-TRADED FUND (CUSIP 33738D838), representing 20.16% of the class as of 06/30/2026. The filing shows Truist holds sole dispositive power over those shares and no voting power. The amendment is signed by a Truist Vice President on 07/06/2026.
Truist Financial Corporation announced a planned leadership transition in which longtime CEO and president Bill Rogers will retire from those roles on September 1, 2026 and become executive chair until the 2027 annual meeting. Michael P. Lyons, a veteran banking and fintech executive, will become CEO and president and join the boards on that date.
Under a transition letter, Rogers keeps his current salary through 2026, then earns $1,000,000 annualized base pay until retirement and may receive a $8,500,000 performance stock unit award for 2027 if he continues as executive chair. An offer letter sets Lyons’s initial base salary at $1,300,000, with a 2026 bonus target of at least 325% of salary and 2026 and 2027 long-term incentive targets of $12,000,000 each, plus substantial make-whole cash and equity awards for compensation forfeited at his prior employer.
TRUIST FINANCIAL CORP director Catherine P. Bessant filed an initial Form 3, which is a statement of beneficial ownership for insiders. The filing shows no reported transactions, share holdings, or derivative positions, indicating this is a baseline disclosure as she serves as a director.
Truist Financial Corporation appointed Catherine P. Bessant to its board of directors and to the board of Truist Bank, effective immediately. She will serve on the joint risk committee, bringing extensive financial services, technology, and operations experience.
As a non-employee director, Bessant is eligible for Truist’s standard board compensation, including an annual cash retainer of $110,000 and an annual grant of restricted stock units valued at $200,000, prorated for her 2026 service. Truist describes itself as a top-10 U.S. commercial bank with total assets of $549 billion as of March 31, 2026.
Truist Financial Corporation has issued 500,000 depositary shares, each representing a 1/25th interest in its 6.250% Series S Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock. Each preferred share has a $25,000 liquidation preference, equivalent to $1,000 per depositary share.
After issuance, if dividends on the Series S preferred are not declared and paid or set aside for the prior period, Truist’s ability to declare or pay dividends on, or repurchase or redeem, its common stock and other junior securities will be restricted. The company filed Articles of Amendment to establish the rights and preferences of the Series S preferred and entered into a deposit agreement to govern the depositary shares.
Truist Financial Corp. ownership update: Capital International Investors reports beneficial ownership of 86,464,560 shares, representing 7.0% of the 1,241,009,752 shares believed to be outstanding. The filing lists 84,518,931 shares as sole voting power and 86,464,560 shares as sole dispositive power. The amendment is signed by a Senior Vice President on 05/13/2026.