Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership8,639 shares
Latest Disclosed Value $ 397,135
IFP Advisors, Inc reports 5.29% increase in ownership of TFC / Truist Financial Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 8,639 shares of Truist Financial Corporation (US:TFC) valued at $397,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,205 shares of Truist Financial Corporation. This represents a change in shares of 5.29% during the quarter. The current value of the position is $409,661 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)
2026-04-13 2026-03-31 13F TRUIST FINL cs 89832Q109 8,639 434 5.29 397 -1.49 0.0082
2026-02-06 2025-12-31 13F TRUIST FINL cs 89832Q109 8,205 194 2.42 404 10.11 0.0091
2026-02-06 2025-09-30 13F/A-1 TRUIST FINL cs 89832Q109 8,011 349 4.55 366 1.10 0.0095
2025-12-02 2025-09-30 13F TRUIST FINL cs 89832Q109 7,560 -102 387 0.0100
2025-07-24 2025-06-30 13F TRUIST FINL cs 89832Q109 7,662 -744 -8.85 362 4.93 0.0103
2025-05-05 2025-03-31 13F TRUIST FINL cs 89832Q109 8,406 186 2.26 346 -3.09 0.0107
2025-02-04 2024-12-31 13F TRUIST FINL cs 89832Q109 8,220 1,211 17.28 357 19.06 0.0117
2025-02-04 2024-09-30 13F TRUIST FINL cs 89832Q109 7,009 -3,634 -34.14 300 -27.60 0.0108
2024-07-30 2024-06-30 13F TRUIST FINL cs 89832Q109 10,643 -1,786 -14.37 413 -14.67 0.0164
2024-07-30 2024-03-31 13F TRUIST FINL cs 89832Q109 12,429 3,884 45.45 484 53.65 0.0212
2024-01-09 2023-12-31 13F TRUIST FINL cs 89832Q109 8,545 -965 -10.15 315 15.81 0.0149
2023-10-12 2023-09-30 13F TRUIST FINL cs 89832Q109 9,510 -4,013 -29.68 272 -33.66 0.0122
2023-08-14 2023-06-30 13F/A-1 TRUIST FINL cs 89832Q109 13,523 -404 -2.90 410 -46.12 0.0172
2023-08-04 2023-06-30 13F TRUIST FINL cs 89832Q109 13,523 -404 740 0.0342
2023-04-18 2023-03-31 13F TRUIST FINL cs 89832Q109 13,927 -26,670 -65.69 762 37,950.00 0.0332
2023-02-07 2022-12-31 13F TRUIST FINL cs 89832Q109 40,597 2,515 6.60 2 -99.90 0.0593
2022-11-08 2022-09-30 13F TRUIST FINL cs 89832Q109 38,082 140 0.37 2,086 0.34 0.0544
2022-09-06 2022-06-30 13F/A-1 TRUIST FINL cs 89832Q109 37,942 0 0.00 2,079 0.00 0.0667
2022-08-12 2022-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 22 22 1 0.0018
2022-09-06 2022-03-31 13F/A-1 TRUIST FINL cs 89832Q109 37,942 22,839 151.22 2,079 134.12 0.0667
2022-08-08 2022-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 15,852 749 861 0.0176
2022-01-12 2021-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 15,103 300 2.03 888 1.49 0.0174
2021-10-06 2021-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 14,803 4,224 39.93 875 48.56 0.0175
2021-07-13 2021-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 10,579 -2,409 -18.55 589 -22.30 0.0122
2021-04-30 2021-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 12,988 297 2.34 758 24.26 0.0148
2021-01-25 2020-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 12,691 3,078 32.02 610 64.86 0.0247
2020-10-29 2020-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 9,613 710 7.97 370 12.12 0.0221
2020-08-05 2020-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 8,903 -377 -4.06 330 3.13 0.0262
2020-05-12 2020-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 9,280 684 7.96 320 -34.16 0.0323
2020-01-17 2019-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 8,596 8,596 486 0.0365
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.