Company Analysis

Truist Financial Corporation (TFC)

NYSE: TFC · National Commercial Banks · Charlotte, NC · filing with the SEC since 1994
Grade5.2
◀ Past 5.6● Present 4.9▶ Future 4.9

Who owns Truist Financial Corporation

As filed with the SEC
Holders of 5% or more
2
Vanguard Capital Management holds 7.6% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
21
report now, of 65 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
7.6%
Capital International Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · 8.2% in May 13, 2025
7%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What TFC reports owning in othersstakes of 5% or more, and other ties
iM Global Partner Funds
SCHEDULE 13G · filed Jul 6, 2026 · Exchange Traded Fund
32.2%
Sterling Capital Funds
SCHEDULE 13G/A · filed Jul 13, 2026 · Exchange Traded Fund
30.6%
Pacer Funds Trust
SCHEDULE 13G/A · filed Oct 20, 2026 · Exchange Traded Fund
30%
Franklin Templeton ETF Trust
SCHEDULE 13G/A · filed Jul 8, 2026 · Exchange Traded Fund
22%
Franklin Templeton ETF Trust
SCHEDULE 13G/A · filed Jan 20, 2026 · Exchange Traded Funds
20.9%
First Trust Exchange-Traded Fund IV
SCHEDULE 13G/A · filed Oct 20, 2026 · Exchange Traded Fund
18.9%
First Trust Exchange-Traded Fund Viii
10.3%
Victory Portfolios II
SCHEDULE 13G/A · filed Aug 6, 2026 · Exchange Traded Fund
10.1%
Victory Portfolios II
SCHEDULE 13G/A · filed Jan 20, 2026 · Exchanged Traded Fund
7.4%
Hartford Funds Exchange-Traded Trust
SCHEDULE 13G/A · filed Oct 20, 2026 · Exchange Traded Fund
7.3%
The other 44
Invesco Exchange-Traded Fund Trust
5.8%
Invesco Exchange-Traded Fund Trust II
5.2%
Tidal ETF Trust
SCHEDULE 13G/A · filed Apr 25, 2025 · reported falling below 5%
under 5%
First Trust Exchange-Traded Fund Viii
SCHEDULE 13G/A · filed Oct 22, 2026 · reported falling below 5%
under 5%
Adyen N.V./ADR
SCHEDULE 13G/A · filed Nov 12, 2024 · reported falling below 5%
under 5%
Nomura ETF Trust
SCHEDULE 13G/A · filed Jul 10, 2026 · reported falling below 5%
under 5%
First Trust Exchange-Traded Fund
SCHEDULE 13G/A · filed Oct 22, 2026 · reported falling below 5%
under 5%
Federated Hermes ETF Trust
SCHEDULE 13G/A · filed Oct 22, 2026 · reported falling below 5%
under 5%
HIRU Corp
SCHEDULE 13G/A · filed Aug 6, 2025 · reported falling below 5%
under 5%
BlackRock ETF Trust II
SCHEDULE 13G/A · filed Nov 13, 2024 · reported falling below 5%
under 5%
iShares, Inc.
SCHEDULE 13G/A · filed Apr 21, 2026 · reported falling below 5%
under 5%
Innovator ETFs Trust
SCHEDULE 13G/A · filed Apr 25, 2025 · reported falling below 5%
under 5%
Harbor ETF Trust
SCHEDULE 13G/A · filed Apr 20, 2026 · reported falling below 5%
under 5%
ETF Opportunities Trust
SCHEDULE 13G/A · filed Jul 10, 2026 · reported falling below 5%
under 5%
iShares U.S. ETF Trust
SCHEDULE 13G/A · filed Jul 16, 2025 · reported falling below 5%
under 5%
Victory Portfolios II
SCHEDULE 13G/A · filed Aug 6, 2025 · reported falling below 5%
under 5%
First Trust Exchange-Traded Alphadex Fund
SCHEDULE 13G/A · filed Nov 13, 2024 · reported falling below 5%
under 5%
Two Roads Shared Trust
SCHEDULE 13G/A · filed Apr 20, 2026 · reported falling below 5%
under 5%
First Trust Exchange-Traded Fund III
SCHEDULE 13G/A · filed Oct 22, 2026 · reported falling below 5%
under 5%
Zacks Trust
SCHEDULE 13G/A · filed Jul 10, 2026 · reported falling below 5%
under 5%
Janus Detroit Street Trust
SCHEDULE 13G/A · filed Feb 6, 2025 · reported falling below 5%
under 5%
Crossmark ETF Trust
SCHEDULE 13G/A · filed Oct 6, 2025 · reported falling below 5%
under 5%
GraniteShares ETF Trust
SCHEDULE 13G/A · filed Jul 8, 2025 · reported falling below 5%
under 5%
Hercules Capital, Inc.
SCHEDULE 13G/A · filed Jul 8, 2025 · reported falling below 5%
under 5%
BlackRock ETF Trust
SCHEDULE 13G/A · filed Jul 7, 2025 · reported falling below 5%
under 5%
First Trust Exchange-Traded Fund Vi
SCHEDULE 13G/A · filed Oct 19, 2026 · reported falling below 5%
under 5%
J.P. Morgan Exchange-Traded Fund Trust
SCHEDULE 13G/A · filed Jul 10, 2026 · reported falling below 5%
under 5%
First Trust Exchange Traded Fund
SCHEDULE 13G/A · filed Jul 15, 2025 · reported falling below 5%
under 5%
Columbia ETF Trust I
SCHEDULE 13G/A · filed Jul 7, 2025 · reported falling below 5%
under 5%
Spdr Series Trust
SCHEDULE 13G/A · filed Jun 5, 2025 · reported falling below 5%
under 5%
Lion Copper Corp.
SCHEDULE 13G/A · filed Oct 19, 2026 · reported falling below 5%
under 5%
Themes ETF Trust
SCHEDULE 13G/A · filed Sep 4, 2026 · reported falling below 5%
under 5%
Northern Lights Fund Trust IV
SCHEDULE 13G/A · filed Jan 20, 2026 · reported falling below 5%
under 5%
Carnival Corporation Ltd.
SCHEDULE 13G/A · filed Jul 16, 2025 · reported falling below 5%
under 5%
First Trust Exchange-Traded Fund III
SCHEDULE 13G/A · filed Jul 11, 2025 · reported falling below 5%
under 5%
Saratoga Investment Corp. New
SCHEDULE 13G/A · filed Jul 2, 2025 · reported falling below 5%
under 5%
ALPS ETF Trust
SCHEDULE 13G/A · filed Jul 2, 2025 · reported falling below 5%
under 5%
Defense Technologies International Corp.
SCHEDULE 13G/A · filed Jul 2, 2025 · reported falling below 5%
under 5%
Victory Portfolios II
SCHEDULE 13G/A · filed Jul 2, 2025 · reported falling below 5%
under 5%
Listed Funds Trust
SCHEDULE 13G/A · filed Jul 2, 2025 · reported falling below 5%
under 5%
Invesco Exchange-Traded Fund Trust
SCHEDULE 13G/A · filed Oct 7, 2024 · reported falling below 5%
under 5%

14 subsidiaries in 2 countries, from the list filed with the 10-K filed Feb 24, 2026. Its Form 13F-HR for Jun 30, 2026 lists 2,914 holdings. The record carries no value for them.

Insider tradesForm 4
6sales
2purchases
0sales on a scheduled plan
5people selling
$2.7Msold, in dollars
$2.2Mbought, in dollars
Open-market trades on Form 4 from Oct 29, 2025 to Oct 29, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Oct 29, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 61 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Rogers William H JrChairman & CEO1$700,00000$0
Maguire Michael BaronChief Financial Officer1$700,00000$0
Wilson Donta LChief Consumer & SB BK Officer1$700,00000$0
Boyer K. David Jr.director2$400,00000$0
Powell Cynthia BCorp. Controller & CAO1$200,00000$0
Lyons Michael P.President & CEO0$002$2.2M
SI Assistanton TFC · research, not advice