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.
Truist Financial Corporation filed an amendment to report beneficial ownership of 757,071 shares of First Trust Exchange-Traded Fund (CUSIP 33738D838), representing 14.84% of the class. The filing states Truist has sole dispositive power over 757,071 shares and no voting power. The amendment is signed by Edward M. Kwiatkowski, Vice President, dated 04/20/2026.
Truist Financial Corporation amended a Schedule 13G/A to report beneficial ownership of 115,310 shares of an Exchange Traded Fund issued by ALPS ETF Trust (CUSIP 00162Q536). The filing states Truist holds 16.47% of the class and has sole dispositive power over 115,310 shares; voting power is listed as 0.00. The amendment is signed by Vice President Edward M. Kwiatkowski on 04/20/2026.
Truist Financial Corporation reports beneficial ownership of 93,513 shares (5.05%) of FIRST TRUST EXCHANGE-TRADED FUND (CUSIP 33733E401) as of 03/31/2026. The filing states Truist has sole dispositive power over the 93,513 shares and no voting power. The Schedule 13G was signed on 04/20/2026 by an Assistant Vice President.
Truist Financial Corporation reports beneficial ownership of 133,537 shares (6.21%) of Zacks Trust. The filing, dated 03/31/2026 and signed on 04/20/2026, shows Truist, as parent for Truist Advisory Services, holds sole dispositive power for 133,537 shares and no voting power.
Truist Financial Corporation reports beneficial ownership of 57,088 shares of the First Trust Exchange-Traded Fund (CUSIP 33738R837), representing 6.72% of the class as of the filing. The filing states Truist has sole dispositive power over 57,088 shares and no voting power. The Schedule 13G was signed on 04/20/2026.
Truist Financial Corporation reports beneficial ownership of 297,117 shares (8.64%) of ETF Opportunities Trust (CUSIP 26923Q416) as of 3/31/2026. The filing states Truist has sole dispositive power for 297,117 shares and reports no voting power. The Schedule 13G is signed by Caroline D. Hoang on 04/20/2026.
Truist Financial Corporation reports passive ownership of 125,542 shares (9.30%) of the Hartford Funds Exchange-Traded Trust (CUSIP 41653L842) as shown on a Schedule 13G filed for the reporting period ending 3/31/2026. The filing states Truist has sole dispositive power over 125,542 shares and no voting power. The report is signed by Caroline D. Hoang, Assistant Vice President, dated 04/20/2026.
Truist Financial Corporation filed a pricing supplement relating to an effective registration statement for Medium-Term Notes, Series I — Fixed-to-Floating Rate Senior Notes due April, 2037. The supplement is subject to completion and supplements the prospectus dated January 19, 2024. The Notes carry a fixed interest rate for the initial period through the Reset Date and a floating rate thereafter tied to Compounded SOFR plus a specified spread. Denominations are $2,000 and integral multiples of $1,000. The company may redeem the Notes under a make-whole optional redemption provision prior to the Reset Date and at par on or after specified dates; detailed pricing, aggregate principal amount and issue price are not filled in on the excerpt. The Notes will be delivered in book-entry form through DTC and related clearing systems.
Truist Financial Corporation reported strong first quarter 2026 results, with net income available to common shareholders of $1.38 billion and diluted EPS of $1.09, up 25% from 1Q25. Total revenue on a taxable-equivalent basis was $5.20 billion, while noninterest expense fell 5.9% from 4Q25, improving the efficiency ratio to 57.9%.
Returns strengthened, with ROCE at 9.3% and ROTCE at 13.8%. Average loans grew 7.0% year over year and deposits rose 1.7%, supporting net interest income growth versus 1Q25. Asset quality remained solid, with nonperforming loans at 0.50% of loans and an ALLL ratio of 1.53%.
Capital levels stayed robust: the CET1 ratio was 10.8%. Truist returned substantial capital to shareholders through $0.52 per share in common dividends and $1.1 billion of common share repurchases, producing a total payout ratio of 129%.