STOCK TITAN

Truist Financial (TFC) holds 193,088 shares, 8.05% stake reported on Schedule 13G/A

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.

Insights

Disclosure shows a passive ownership stake above 5% reported via Schedule 13G/A.

The amendment records 193,088 shares equal to 8.05% beneficial ownership in an ETF class, with sole dispositive power but no voting power. This pattern is consistent with an investment adviser or custody arrangement managing positions without direct voting control.

Confirm whether the position is passive under the Schedule 13G classification and watch for any future amendments that change voting authority or ownership percentage.

Holding >5% can trigger monitoring obligations but does not imply active control.

The filing specifies zero sole or shared voting power while claiming sole dispositive power for 193,088 shares. That split suggests control over disposition but not over proxies, typical for custodial or advisory roles.

Stakeholders may note the >5% threshold for disclosure purposes; any later acquisition or voting change would require follow-up amendments.

Shares beneficially owned 193,088 shares Amount reported in Schedule 13G/A
Percent of class 8.05% Percent of ETF class reported
Voting power (sole) 0 Sole power to vote reported as zero
Dispositive power (sole) 193,088 shares Sole power to dispose reported
CUSIP 33740F797 CUSIP for the Exchange Traded Fund class
Signature date 04/20/2026 Date on the amendment signature block
Schedule 13G/A regulatory
"Amendment No. 7 and filing header"
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.
Beneficially owned regulatory
"Item 4(a) Amount beneficially owned: 193088"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 193088"
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.
CUSIP market
"CUSIP No.: 33740F797"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What does Truist Financial's Schedule 13G/A for TFC show?

It reports ownership of 193,088 shares, equal to 8.05% of the ETF class. The filing states sole dispositive power over those shares and zero voting power, and it is signed on 04/20/2026 by a company officer.

Does this filing indicate Truist controls voting of the shares?

No; the filing reports zero sole or shared voting power. It records only sole dispositive power for 193,088 shares, implying authority to direct disposition but not to vote the securities.

Why is the >5% threshold important in a Schedule 13G/A?

Ownership above 5% triggers beneficial ownership disclosure obligations. The report shows 8.05% ownership, meeting that threshold and requiring public disclosure of holdings and relevant powers.

Who signed the amendment and when was it filed?

The amendment was signed by Edward M. Kwiatkowski, Vice President. The signature block shows a date of 04/20/2026, reflecting the filing amendment execution date.





33740F797

(CUSIP Number)
3/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:04/20/2026