Business Context and Reporting Period
This filing is a Form 13F-HR submitted by TRUIST FINANCIAL CORP, an institutional investment manager. The report covers the quarter ended March 31, 2026, and was signed on April 27, 2026. The filing includes holdings for Truist Financial Corp and two other included managers: Truist Bank /NC/ and Truist Advisory Services, Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided relate to the portfolio managed by the institution:
- Total Portfolio Value: $74,180,050,177
- Total Number of Holdings: 5,223 entries
- Number of Included Managers: 2 (in addition to the primary filer)
The filing text does not provide data on Truist Financial Corp's own revenue, profit margins, liquidity, or debt levels.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2025) to determine material changes in portfolio value or composition. No specific additions or deletions of holdings are detailed in the summary text provided.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of holdings and does not contain management commentary, future guidance, outlook, or specific risk factors regarding the company's operations. The standard SEC disclaimer notes that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $74.18 billion against the full Schedule 13F holdings list.
- Confirm the specific equity positions and voting rights associated with the 5,223 reported entries.
- Review the separate 13F filings for the included managers (Truist Bank and Truist Advisory Services) to understand the full scope of reported assets.
- Note that this filing does not reflect Truist Financial Corp's internal financial performance; refer to Form 10-Q or 10-K for operational metrics.