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 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.
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.