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TRUIST FINANCIAL CORP SEC Filings

TFC NYSE

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.

Rhea-AI Summary

Truist Financial Corporation is offering 500,000 depositary shares, each representing a 1/25th interest in a share of 6.250% Series S Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock. The offering is priced at $1,000.00 per depositary share for gross proceeds of $500,000,000, with estimated net proceeds of approximately $495,000,000 after an underwriting discount of $5,000,000.

The depositary shares pay dividends quarterly, initially at a fixed 6.250% annual rate on the $25,000 liquidation preference per preferred share (equivalent to $1,000 per depositary share) through June 15, 2031, then reset to the five-year U.S. treasury rate plus 2.129%. Dividends are non-cumulative and payable only when declared by the board and out of legally available funds. Redemption is at Truist’s option on or after June 15, 2031, or earlier following a "regulatory capital treatment event," in each case subject to prior approval of the Federal Reserve where required.

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Rhea-AI Summary

Truist Financial Corporation is offering depositary shares, each representing a 1/25th interest in a share of Series S Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock. The depositary shares pay dividends when declared and will reset to a floating rate based on the five-year U.S. treasury rate on the first reset date.

The prospectus supplement describes dividend mechanics, redemption rights (redeemable at Truist’s option on or after and upon certain regulatory capital treatment events, subject to Federal Reserve approval), regulatory and subordination risks, and intended use of net proceeds for general corporate purposes. Key context includes consolidated assets of $549.0 billion and consolidated shareholders’ equity of $64.2 billion as of March 31, 2026.

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Rhea-AI Summary

Truist Financial Corporation amended its Schedule 13G/A to report beneficial ownership of 243,885 shares of an exchange traded fund issued by Pacer Funds Trust. The filing states this represents 25.67% of the class and that Truist has sole dispositive power for 243,885 shares, with no voting power disclosed.

The filing is signed by a Truist vice president and dated 05/06/2026; the issuer CUSIP is 69374H238.

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Rhea-AI Summary

Truist Financial Corporation amended its Schedule 13G to report beneficial ownership of 135,538 shares of an Exchange Traded Fund issued by Hartford Funds Exchange-Traded Trust (CUSIP 41653L842), representing 10.04% of the class. The filing states Truist Advisory Services, Inc. acted as the affiliated registered investment adviser and that Truist has sole dispositive power over 135,538 shares. The filing is signed by Edward M. Kwiatkowski as Vice President on 05/06/2026.

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Truist Financial Corporation reported higher first-quarter 2026 results, with net income of $1,481 million versus $1,261 million a year earlier. Net income available to common shareholders rose to $1,377 million, and diluted EPS increased to $1.09 from $0.87 as revenue growth outpaced expenses.

Total assets were $548.98 billion and loans and leases were $329.24 billion, while deposits reached $404.08 billion. Credit quality remained manageable, with nonperforming assets of $1,785 million and an allowance for credit losses of $5,335 million. Shareholders’ equity was $64.21 billion, reflecting negative AOCI of $6,337 million largely tied to securities and hedges.

The company continued returning capital, repurchasing 22.2 million common shares for about $1.1 billion and paying common dividends of $0.52 per share. Truist also maintained a sizable mortgage servicing platform, with residential servicing rights carried at $3,868 million and loans serviced for others of $233.87 billion.

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Truist Financial Corporation held its 2026 Annual Meeting of Shareholders, where investors elected all nominated directors and approved an amended and restated 2022 Incentive Plan. Shareholders also gave advisory approval to the executive-compensation program and ratified the reappointment of PricewaterhouseCoopers LLP as independent auditor for 2026.

The meeting had strong participation, with 1,108,291,362 common shares represented, about 89.3% of the 1,241,009,752 shares outstanding as of the February 19, 2026 record date. A shareholder proposal requesting a report on risks from misalignment between corporate policies and the customer base did not receive majority support.

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Vanguard Capital Management reported beneficial ownership of 94,385,453 shares of Truist Financial Corp common stock, representing 7.6% of the outstanding class. The filing shows sole power to dispose for 94,385,453 shares and sole voting power for 12,889,045 shares. The statement is signed by Ashley Grim on 04/30/2026 and attributes holdings to Vanguard Capital Management and affiliated Vanguard investment entities.

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Truist Financial Corp filed a Form 13F holdings report listing 5,223 reported positions with a combined market value of $74,180,050,177. The filing identifies 2 other included managers and supplies the Form 13F file number for the reporting manager.

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Truist Financial Corporation reports beneficial ownership of 75,355,861 shares of an iShares Trust Exchange Traded Fund, representing 4.26% of the class. The filing lists sole voting power of 32,526,784 shares and sole dispositive power of 74,788,663 shares. The disclosure is signed by Edward M. Kwiatkowski, Vice President, dated 04/27/2026.

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Truist Financial Corporation issued and sold two senior debt offerings totaling $2,000,000,000 of fixed-to-floating rate medium-term notes. The company sold $1,000,000,000 of 4.680% Medium-Term Notes, Series I (Senior), due April 23, 2032, and $1,000,000,000 of 5.281% Medium-Term Notes, Series I (Senior), due April 23, 2037.

The notes were issued under an effective shelf registration statement on Form S-3. A legal opinion and related consent from Mayer Brown LLP regarding the validity of the notes were filed as exhibits and incorporated by reference into the registration statement.

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FAQ

How many TRUIST FINANCIAL (TFC) SEC filings are available on StockTitan?

StockTitan tracks 161 SEC filings for TRUIST FINANCIAL (TFC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for TRUIST FINANCIAL (TFC)?

The most recent SEC filing for TRUIST FINANCIAL (TFC) was filed on May 13, 2026.