Truist Financial (NYSE: TFC) reports 5.13% beneficial stake in Federated Hermes ETF Trust

Rhea-AI Filing Summary

Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of shares of Federated Hermes ETF Trust on an amended Schedule 13G. Truist reports beneficial ownership of 425,661 Exchange Traded Fund shares, representing 5.13% of the class. As of this filing, Truist has sole power to dispose or direct the disposition of 425,661 shares, but reports no sole or shared power to vote these shares. The issuer’s principal executive offices are in Warrendale, Pennsylvania, and Truist is organized in North Carolina, with Truist Advisory Services, Inc. organized in Delaware.

Insights

Equity Ownership Analyst

Truist reports a passive 5.13% stake with disposal power but no voting power.

Truist Financial Corporation, through affiliated investment adviser Truist Advisory Services, Inc., discloses beneficial ownership of 425,661 Federated Hermes ETF Trust shares, or 5.13% of the exchange-traded fund class as of 06/30/2026. This level of ownership requires a Schedule 13G filing, typically used for passive positions.

The filing specifies no sole or shared voting power but sole dispositive power over all 425,661 shares. That suggests Truist can decide when to sell or otherwise dispose of these shares, while voting authority may rest with underlying clients. The amendment, signed on 07/10/2026, updates prior ownership information but does not describe any transactional event or strategic intent.

Key Figures

Shares beneficially owned: 425,661 shares Percent of class: 5.13% Sole voting power: 0 shares +5 more

8 metrics

Shares beneficially owned 425,661 shares Amount beneficially owned in Federated Hermes ETF Trust Exchange Traded Fund

Percent of class 5.13% Percentage of Federated Hermes ETF Trust Exchange Traded Fund class beneficially owned

Sole voting power 0 shares Shares for which Truist has sole power to vote or direct the vote

Shared voting power 0 shares Shares for which Truist has shared power to vote or direct the vote

Sole dispositive power 425,661 shares Shares for which Truist can solely dispose or direct disposition

Shared dispositive power 0 shares Shares for which Truist has shared dispositive power

As-of date 06/30/2026 Date associated with the ownership information in the amendment

Signature date 07/10/2026 Date the amendment was signed by the reporting person

Key Terms

beneficially owned, dispositive power, Exchange Traded Fund, Schedule 13G, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 425661"

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.

dispositive power financial

"Sole power to dispose or to direct the disposition of: 425661"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Exchange Traded Fund financial

"Title of class of securities: Exchange Traded Fund"

A pooled investment that trades on a stock exchange like a single share, giving investors instant exposure to a basket of assets such as stocks, bonds, or commodities. It matters because ETFs let investors buy or sell a diversified slice of the market quickly and usually at low cost — like buying a pre-built portfolio instead of picking individual stocks — which can lower risk and simplify trading strategies.

Schedule 13G regulatory

"Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Registered Investment Advisor financial

"Truist Advisory Services, Inc. an affiliated Registered Investment Advisor"

A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.

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

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Available on EDGAR 07/11/2026 - 02:02 PM Accepted by SEC EDGAR 07/10/2026 - 09:18 AM Learn about SEC filing dates

FAQ

What ownership stake does Truist Financial (TFC) report in Federated Hermes ETF Trust?

Truist reports beneficial ownership of 425,661 shares of Federated Hermes ETF Trust, representing 5.13% of the Exchange Traded Fund class. This ownership is disclosed on an amended Schedule 13G filing.

Does Truist Financial (TFC) have voting power over Federated Hermes ETF Trust shares?

No. Truist reports 0 shares with sole voting power and 0 shares with shared voting power. It only reports authority over disposition, not voting, for the 425,661 shares.

What dispositive power does Truist Financial (TFC) report over Federated Hermes ETF Trust shares?

Truist reports sole dispositive power over 425,661 shares and no shared dispositive power. This means Truist can direct how these shares are sold or otherwise disposed of.

What percentage of Federated Hermes ETF Trust does Truist Financial (TFC) beneficially own?

Truist states it beneficially owns 5.13% of the Federated Hermes ETF Trust Exchange Traded Fund class. This percentage triggers the requirement to file or amend a Schedule 13G ownership report.

Who is the reporting person in the Truist Financial (TFC) Schedule 13G/A for Federated Hermes ETF Trust?

The reporting person is Truist Financial Corporation, acting as parent holding company for Truist Advisory Services, Inc., an affiliated registered investment adviser. Both entities’ organizational details and addresses are listed in the filing.

When is the Truist Financial (TFC) ownership in Federated Hermes ETF Trust measured in this filing?

The ownership information, including the 425,661 shares and 5.13% of the class, is stated as of 06/30/2026, with the amendment signed on 07/10/2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Federated Hermes ETF Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

31423L602

(CUSIP Number)

06/30/2026

(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

CUSIP Number(s): 31423L602

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 425,661.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

425,661.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.1 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Federated Hermes ETF Trust
(b)	Address of issuer's principal executive offices: 4000 ERICSSON DRIVE, 4000 ERICSSON DRIVE, WARRENDALE, PENNSYLVANIA, 15086.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 31423L602
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 425661
(b)	Percent of class: 5.13 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 425661
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	07/10/2026