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[SCHEDULE 13G/A] TRUIST FINANCIAL CORP SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 138,564 shares of an exchange traded fund managed by Macquarie ETF Trust, representing 11.79% of the class. The filing shows sole dispositive power for the full amount and no voting power, indicating Truist can direct disposition of the shares but does not claim authority to vote them. The statement affirms these holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The trustee/filing signer certifies the disclosure as true and complete.

Positive

  • None.

Negative

  • None.

Insights

Truist holds a material passive stake without voting control.

The reported position of 138,564 shares equals 11.79% of the ETF class, exceeding typical 5% disclosure thresholds and marking this as a material passive holding for investors to note. The form shows sole dispositive power and zero voting power, which is consistent with an investment or custody role rather than active governance.

This position may affect liquidity or block-trade visibility in the near term; monitor quarterly ownership updates and any change in voting power or disposition authority over the next reporting cycle.

Filing aligns with Schedule 13G passive-holder rules and includes required certification.

The document is filed under the passive-holder framework and includes the standard certification that the shares are held in the ordinary course of business and not to influence control. That classification limits regulatory scrutiny compared with an active 13D filer, provided no subsequent actions change the holding purpose.

Key compliance items to watch are any future amendments that add voting power or disclose coordinated arrangements; such changes would require reclassification and different reporting within prescribed timeframes.






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)






SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:10/06/2025
Truist Finl Corp

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