Truist Financial (NYSE: TFC) holds 4.95% of Victory Portfolios II ETF
Rhea-AI Filing Summary
Truist Financial Corporation, as Parent Holding Company for Truist Advisory Services, Inc., reports beneficial ownership of 886,262 shares (representing 4.95%) of Victory Portfolios II Exchange Traded Fund (CUSIP 92647P126).
The filing states Truist has sole dispositive power over 886,262 shares and no sole or shared voting power over the shares. The form is an amendment (No. 5) and was signed on 04/21/2026.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 886,262 shares
Percent of class: 4.95%
Sole dispositive power: 886,262 shares
+3 more
6 metrics
Shares beneficially owned
886,262 shares
Item 4(a) on Schedule 13G/A
Percent of class
4.95%
Item 4(b) on Schedule 13G/A
Sole dispositive power
886,262 shares
Item 4(c)(iii) shows sole power to dispose or direct disposition
Sole voting power
0
Item 4(c)(i) reports sole power to vote as 0
CUSIP
92647P126
Identifies Victory Portfolios II ETF
Filing signature date
04/21/2026
Signature block date on the amendment
Key Terms
Schedule 13G/A, beneficially owned, sole dispositive power, CUSIP
4 terms
Schedule 13G/A regulatory
"Amendment No. 5 ) Victory Portfolios II Exchange Traded Fund"
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 financial
"Ownership (a) | Amount beneficially owned: 886262"
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 financial
"(iii) Sole power to dispose or to direct the disposition of: 886262"
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 financial
"CUSIP No.: 92647P126"
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.
FAQ
What percentage of the class does Truist (TFC) hold in Victory Portfolios II ETF?
The filing states Truist holds 4.95% of the class in Victory Portfolios II ETF. This percentage is provided in Item 4(b) of the Schedule 13G/A alongside the 886,262 share count.
Which filing reports Truist's stake in Victory Portfolios II ETF and when was it signed?
The stake is reported on a Schedule 13G/A (Amendment No. 5) for CUSIP 92647P126. The signature block shows the form was signed on 04/21/2026 by Edward M. Kwiatkowski.