Filer Snapshot

TRUIST FINANCIAL CORP

CIK 0000092230. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

380

Latest filing

06 Aug 2026

Industry

National Commercial Banks

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$83.54B

2,896 holdings for Q2 2026

Open portfolio

Largest parsed holding

IVV

$5.35B reported value

Open holding

13D/G large stake

GLOW

31 Jul 2026 · 10% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 06 Aug 2026 for CIK 0000092230.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$83.54B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$83.54B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
IVV SPY AAPL NVDA GOVT
+15 moreMSFT IEFA GOOG IEMG VOO KO AVGO AMZN JPM IWF XLK GOOGL IJH IJR LRCX

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

IVV SPY AAPL NVDA GOVT MSFT IEFA GOOG
+12 moreIEMG VOO KO AVGO AMZN JPM IWF XLK GOOGL IJH IJR LRCX

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

GOVT USIG IYT JAAA IAI EEMA
+14 moreFTRB COMT IWS FMAR DYNF MODL IGLD UFEB MGOV ADYEY FSCC EMEQ RFDA SCSB
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
Business address
214 North Tryon Street, Charlotte, NC, 28202
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
NC
Fiscal year end
31 December
Former names on EDGAR
BB&T CORP (to 06 Dec 2019), SOUTHERN NATIONAL CORP /NC/ (to 14 May 1997)

Filer intelligence

What SEC filings say about TRUIST FINANCIAL CORP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $83.54B across 2,896 reported holdings for Q2 2026.
  • Largest parsed 13F holding: IVV at $5.35B.
  • 5 recent 13D/G stake rows found; top row is GLOW at 10% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 2,896 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 28 Jul 2026

Top 5 concentration

16%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$13.37B

Compared with $83.54B total 13F value.

Top 5 net change

+$59.37M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IWF · Largest trim: IEFA

IVV SPY AAPL NVDA GOVT Other holdings

IVV

6.4%

Ishares Tr

$5.35B

SPY

2.7%

State Str Spdr S&P 500 Etf T

$2.29B

AAPL

2.4%

Apple Inc

$1.99B

NVDA

2.4%

Nvidia Corporation

$1.98B

GOVT

2.1%

Ishares Tr

$1.75B

13D/G large-stake context

GLOW

31 Jul 2026 · Exchange Traded Fund

10%

BDVG

30 Jun 2026 · Exchange Traded Fund

32%

SCSB

30 Jun 2026 · Exchange Traded Fund

31%

LCOW

30 Jun 2026 · Exchange Traded Fund

27%

Latest update

What changed recently for TRUIST FINANCIAL CORP

New filing available

Latest Schedule 13D/G period: 31 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Aug 2026

Page type

Filer profile

Latest period

31 Jul 2026

Schedule 13D/G context is visible from filings filed on 06 Aug 2026.

Benchmark Context

Benchmark context for this company

TRUIST FINANCIAL CORP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 31 Jul 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 31 Jul 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0000092230 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
380
First seen
27 Jan 2014
Latest filing
06 Aug 2026
Entity
Company

Industry context: National Commercial Banks.

Latest Filings

Showing the latest 12 of 380 SEC filings for TRUIST FINANCIAL CORP.

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Aug 2026
Reporting date
31 Jul 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
10-Q

10-Q filing

Filing date
31 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
30 Jul 2026
Reporting date
28 Jul 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
27 Jul 2026
Reporting date
23 Jul 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
22 Jul 2026
Reporting date
20 Jul 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Jul 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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