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, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of shares of J.P. Morgan Exchange-Traded Fund Trust on an amended Schedule 13G. The filing states beneficial ownership of 345 shares of the exchange-traded fund, representing 0.25% of the class.
Truist reports no sole or shared voting power over these shares, but reports sole dispositive power over 345 shares and no shared dispositive power. The position is explicitly identified as ownership of 5 percent or less of the class, with Truist acting in its capacity as a parent holding company for its registered investment adviser affiliate.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reported its holdings in the Zacks Trust Exchange Traded Fund in an amended Schedule 13G filing. The filing states beneficial ownership of 32,485 shares, representing 1.02% of the class, with no sole or shared voting power over the shares. Truist reports sole dispositive power over 32,485 shares and no shared dispositive power, confirming ownership of 5 percent or less of the ETF’s outstanding shares.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports passive beneficial ownership of shares of ETF Opportunities Trust on a Schedule 13G/A. Truist reports beneficial ownership of 74,203 shares, representing 2.01 percent of the class, with sole dispositive power over these shares but no sole or shared voting power. The filing characterizes this as ownership of 5 percent or less of the fund’s outstanding shares. The reporting person is organized in North Carolina, with the affiliated adviser 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 lists beneficial ownership of 160,019 shares of the exchange traded fund, representing 3.20 % of the class. Truist reports no sole or shared voting power over these shares, but sole dispositive power over 160,019 shares and no shared dispositive power. The position is identified as ownership of 5 percent or less of the class.
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.