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 reports beneficial ownership of 7,229 shares of an Exchange Traded Fund issued by J.P. Morgan Exchange-Traded Fund Trust, representing 6.02% of the class. The filing states Truist has sole dispositive power over 7,229 shares and no voting power. The report is signed 04/20/2026.
Truist Financial Corporation amended a Schedule 13G/A to report beneficial ownership of 141,576 shares of an Exchange Traded Fund in the Nomura ETF Trust, representing 6.29% of the class. The filing lists sole dispositive power for 141,576 shares and is signed on 04/20/2026.
Truist Financial Corporation reports beneficial ownership of 169,279 shares (6.51%) of First Trust Exchange-Traded Fund VIII. The filing states Truist has sole dispositive power over 169,279 shares and no voting power. The filing is an amended Schedule 13G/A signed April 20, 2026.
Truist Financial Corporation amended a Schedule 13G/A to report beneficial ownership of 193,088 shares of First Trust Exchange-Traded Fund VIII, representing 8.05% of the class. The filing lists sole dispositive power for 193,088 shares and zero voting power. The amendment is signed by a Vice President on 04/20/2026.
Truist Financial Corporation reports beneficial ownership of 121,962 shares (6.97%) of First Trust Exchange-Traded Fund VIII. The filing states Truist has sole dispositive power over 121,962 shares and no voting power. The submission is a Schedule 13G/A signed on 04/20/2026 with a reporting date of 03/31/2026.
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.