Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionBessemer Group Inc
Latest Disclosed Ownership2,382,131 shares
Latest Disclosed Value $ 109,505
Bessemer Group Inc reports 32.12% increase in ownership of TFC / Truist Financial Corporation

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 2,382,131 shares of Truist Financial Corporation (US:TFC) valued at $109,506,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,803,027 shares of Truist Financial Corporation. This represents a change in shares of 32.12% during the quarter. The current value of the position is $112,960,652 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F TRUIST FINANCIAL SC 89832Q109 2,382,131 579,104 32.12 110 23.86 0.1721
2026-02-05 2025-12-31 13F TRUIST FINANCIAL SC 89832Q109 1,803,027 -90,952 -4.80 89 2.33 0.1362
2025-11-05 2025-09-30 13F TRUIST FINANCIAL SC 89832Q109 1,893,979 4,198 0.22 87 6.17 0.1324
2025-08-01 2025-06-30 13F TRUIST FINANCIAL SC 89832Q109 1,889,781 3,004 0.16 81 5.19 0.1319
2025-04-23 2025-03-31 13F TRUIST FINANCIAL SC 89832Q109 1,886,777 -102,911 -5.17 78 -10.47 0.1392
2025-02-13 2024-12-31 13F TRUIST FINANCIAL SC 89832Q109 1,989,688 -710,555 -26.31 86 -25.22 0.1409
2024-11-12 2024-09-30 13F TRUIST FINANCIAL SC 89832Q109 2,700,243 23,490 0.88 115 11.65 0.1902
2024-08-13 2024-06-30 13F TRUIST FINANCIAL SC 89832Q109 2,676,753 -39,080 -1.44 104 -1.90 0.1834
2024-08-13 2024-03-31 13F/A-1 TRUIST FINANCIAL SC 89832Q109 2,715,833 -162,801 -5.66 106 -0.94 0.1913
2024-05-13 2024-03-31 13F TRUIST FINANCIAL SC 89832Q109 2,715,833 -162,801 106 0.1913
2024-02-09 2023-12-31 13F TRUIST FINANCIAL SC 89832Q109 2,878,634 597,104 26.17 106 63.08 0.2071
2023-11-13 2023-09-30 13F TRUIST FINANCIAL SC 89832Q109 2,281,530 1,566 0.07 65 -5.80 0.1433
2023-08-10 2023-06-30 13F TRUIST FINANCIAL SC 89832Q109 2,279,964 10,578 0.47 69 -10.39 0.1468
2023-05-10 2023-03-31 13F TRUIST FINANCIAL SC 89832Q109 2,269,386 -933,005 -29.13 77 -43.80 0.1837
2023-02-13 2022-12-31 13F TRUIST FINANCIAL SC 89832Q109 3,202,391 22,250 0.70 138 -99.90 0.3356
2022-11-09 2022-09-30 13F TRUIST FINANCIAL SC 89832Q109 3,180,141 58,683 1.88 138,464 -6.47 0.3614
2022-08-10 2022-06-30 13F TRUIST FINANCIAL SC 89832Q109 3,121,458 47,694 1.55 148,049 -15.05 0.3692
2022-05-12 2022-03-31 13F TRUIST FINANCIAL SC 89832Q109 3,073,764 55,812 1.85 174,282 -1.37 0.3656
2022-01-27 2021-12-31 13F TRUIST FINANCIAL SC 89832Q109 3,017,952 45,416 1.53 176,702 1.36 0.3541
2021-11-12 2021-09-30 13F TRUIST FINANCIAL SC 89832Q109 2,972,536 34,828 1.19 174,339 6.93 0.3718
2021-08-06 2021-06-30 13F TRUIST FINANCIAL SC 89832Q109 2,937,708 116,640 4.13 163,044 -0.90 0.3539
2021-05-13 2021-03-31 13F TRUIST FINANCIAL SC 89832Q109 2,821,068 200,104 7.63 164,525 30.97 0.3942
2021-02-09 2020-12-31 13F TRUIST FINANCIAL SC 89832Q109 2,620,964 4,044 0.15 125,624 26.16 0.3320
2020-11-12 2020-09-30 13F TRUIST FINANCIAL SC 89832Q109 2,616,920 306,835 13.28 99,572 14.79 0.2943
2020-08-05 2020-06-30 13F TRUIST FINANCIAL SC 89832Q109 2,310,085 33,869 1.49 86,743 23.57 0.2738
2020-04-30 2020-03-31 13F TRUIST FINANCIAL SC 89832Q109 2,276,216 -99,214 -4.18 70,198 -47.53 0.2827
2020-02-04 2019-12-31 13F TRUIST FINANCIAL SC 89832Q109 2,375,430 2,375,430 133,785 0.4331
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.