Truist Financial (TFC) holds 304,065 iShares shares; 2.56% stake
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 304,065 shares
Percent of class: 2.56%
Sole dispositive power: 304,065 shares
+1 more
4 metrics
Beneficially owned
304,065 shares
Item 4 amount beneficially owned
Percent of class
2.56%
Item 4 percent of class
Sole dispositive power
304,065 shares
Item 4(iii) sole power to dispose
Sole voting power
0.00
Item 4(i) sole power to vote
Key Terms
Schedule 13G/A, Beneficial ownership, Sole dispositive power
3 terms
Schedule 13G/A regulatory
"Item 2(a) Name of person filing: Truist Financial Corporation"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Item 4(a) Amount beneficially owned: 304065"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Item 4(iii) Sole power to dispose or to direct the disposition of: 304065"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Truist (TFC) disclose in this Schedule 13G/A?
Truist reports beneficial ownership of 304,065 shares (2.56%). The filing states Truist has sole dispositive power over those shares and no sole or shared voting power. This is an ownership disclosure amendment under Schedule 13G/A.
Is Truist’s holding a majority or blocking stake in the ETF?
No — the stake is 2.56% of the class. Item 4 lists the percent of class as 2.56%, which is well below majority or 5% thresholds that typically trigger different reporting categories.
Who signed the Schedule 13G/A for Truist and when?
The amendment was signed by Edward M. Kwiatkowski, Vice President, on 04/21/2026. The signature block on the filing provides the signatory name, title, and date of signature for the amendment.