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 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.
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.
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.
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.
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.
Truist Financial Corporation, as Parent Holding Company for Truist Advisory Services, Inc., reports beneficial ownership of 886,262 shares (representing 4.95%) of Victory Portfolios II Exchange Traded Fund (CUSIP 92647P126).
The filing states Truist has sole dispositive power over 886,262 shares and no sole or shared voting power over the shares. The form is an amendment (No. 5) and was signed on 04/21/2026.
Truist Financial Corporation amends its Schedule 13G to report beneficial ownership of 304,065 shares of an iShares, Inc. Exchange Traded Fund, representing 2.56% of the class. The filing shows Truist holds sole dispositive power over the shares and has no voting power.
Truist Financial Corporation files Schedule 13G/A amendment reporting holdings in Nomura ETF Trust. Truist reports beneficial ownership of 317,569 shares, representing 4.44% of the class, with sole dispositive power over 317,569 shares as of 03/31/2026. The amendment is signed by Edward M. Kwiatkowski on 04/21/2026.
Truist Financial Corporation filed Amendment No. 3 to a Schedule 13G/A disclosing beneficial ownership of 120,003 shares of the Two Roads Shared Trust Exchange Traded Fund (CUSIP 90214Q584), representing 1.49% of the class as reported 3/31/2026. The filing states Truist has sole dispositive power over those 120,003 shares and no voting power. The amendment is signed by Edward M. Kwiatkowski, Vice President, dated 04/20/2026.
Truist Financial Corporation filed an Amendment No. 2 to Schedule 13G/A disclosing ownership of 4,795 shares of an Exchange Traded Fund issued by Harbor ETF Trust (CUSIP 41151J638). The filing states Truist holds 2.13% of the class and has sole dispositive power over 4,795 shares. The filing is signed by Edward M. Kwiatkowski as Vice President on 04/20/2026.