Welcome to our dedicated page for Truist Finl 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.
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 a report to alert investors that it has issued its fourth quarter 2025 earnings materials. On January 21, 2026, the company released its Earnings Release, Quarterly Performance Summary, and an Earnings Release Presentation, and posted them on its website.
The filing explains that most of the earnings materials are treated as formally filed under the securities laws, while the CEO commentary section and the earnings presentation are furnished instead, which limits certain legal liabilities. It also notes that the documents contain forward-looking statements and that Truist does not undertake to update the information after the release date.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 34,562 shares of Calamos ETF Trust, equal to about 3.7% of the class as of 12/31/2025. Truist reports no sole or shared voting power over these shares, but sole dispositive power over the full 34,562 shares and no shared dispositive power.
The filing confirms this ownership represents 5 percent or less of the ETF’s outstanding shares and states that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., filed an amended Schedule 13G to report its beneficial ownership in the First Trust Exchange-Traded Fund.
The filing states beneficial ownership of 903,290 shares, representing 5.032% of the fund’s outstanding class, with sole dispositive power over all reported shares and no voting power.
The securities are described as being acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., filed an amended Schedule 13G reporting beneficial ownership of 512,411 shares of the Two Roads Shared Trust exchange-traded fund, representing 6.244% of the class as of 12/31/2025. Truist reports no sole or shared voting power over these shares but has sole dispositive power over all 512,411 shares.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the fund. Truist files in its capacity as a parent holding company for a registered investment adviser.
Truist Financial Corporation, as parent of Truist Advisory Services, reports beneficial ownership of 1,119,138 shares of Victory Portfolios II, an exchange traded fund. This position represents 7.363% of the fund’s outstanding shares, indicating that Truist is a significant institutional holder.
Truist reports no sole or shared voting power over these shares, but has sole dispositive power to sell or otherwise dispose of the 1,119,138 shares. The position is certified as being held in the ordinary course of business and not with the purpose or effect of changing or influencing control of the fund.
Truist Financial Corporation filed an amended Schedule 13G reporting its beneficial ownership in First Trust Exchange-Traded Fund VIII. Truist, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of 185,167 shares, representing about 9.3% of the fund’s outstanding class as of the event date. Truist has no voting power over these shares but holds sole dispositive power, meaning it can decide when to sell them.
The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the fund. The ownership is reported under the investment adviser classification, with Truist organized in North Carolina and its advisory subsidiary in Delaware.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 133,396 shares of First Trust Exchange-Traded Fund VIII, representing 10.261% of the fund’s shares as of 12/31/2025. Truist has sole power to dispose of these shares but no power to vote them. The position is certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., has filed Amendment No. 3 to report its beneficial ownership in the Nomura ETF Trust exchange traded fund. The filing shows beneficial ownership of 138,861 shares, representing approximately 10.5% of the fund’s outstanding class, based on the percentage stated in the document.
Truist reports no sole or shared voting power over these shares, but sole dispositive power over 138,861 shares, meaning it can decide when to sell them. The securities are reported as being acquired and held in the ordinary course of business and not for the purpose or effect of changing or influencing control of the issuer.
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 44,807 shares of Calamos ETF Trust, representing about 11.2% of this exchange traded fund class.
Truist reports no sole or shared voting power over these shares, but has sole dispositive power over the 44,807 shares, meaning it can decide when to sell them. The filing is made on a passive basis, with Truist certifying the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., has filed an amended Schedule 13G reporting a significant position in Federated Hermes ETF Trust.
The filing shows beneficial ownership of 351,598 exchange-traded fund shares, representing about 14.2% of the class as of the event date 12/31/2025. Truist reports no sole or shared voting power over these shares, but sole dispositive power over the same 351,598 shares, meaning it can decide when to sell them.
Truist certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Federated Hermes ETF Trust.