Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership13,043 shares
Latest Disclosed Value $ 599,593
Koshinski Asset Management, Inc. reports 0.24% decrease in ownership of TFC / Truist Financial Corporation

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 13,043 shares of Truist Financial Corporation (US:TFC) valued at $599,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 13,074 shares of Truist Financial Corporation. This represents a change in shares of -0.24% during the quarter. The current value of the position is $641,716 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)
2026-04-27 2026-03-31 13F TRUIST FINL COM 89832Q109 13,043 -31 -0.24 600 -6.84 0.0374
2026-02-03 2025-12-31 13F TRUIST FINL COM 89832Q109 13,074 -366 -2.72 643 4.72 0.0414
2025-11-10 2025-09-30 13F TRUIST FINL COM 89832Q109 13,440 -64 -0.47 614 5.86 0.0413
2025-07-29 2025-06-30 13F TRUIST FINL COM 89832Q109 13,504 1,382 11.40 581 16.47 0.0438
2025-04-25 2025-03-31 13F TRUIST FINL COM 89832Q109 12,122 1,297 11.98 499 6.18 0.0423
2025-01-16 2024-12-31 13F TRUIST FINL COM 89832Q109 10,825 225 2.12 470 3.53 0.0402
2024-10-10 2024-09-30 13F TRUIST FINL COM 89832Q109 10,600 -1,572 -12.91 453 -4.23 0.0392
2024-07-12 2024-06-30 13F TRUIST FINL COM 89832Q109 12,172 820 7.22 474 7.01 0.0439
2024-05-08 2024-03-31 13F TRUIST FINL COM 89832Q109 11,352 11,352 443 0.0453
2024-01-29 2023-12-31 13F TRUIST FINL COM 89832Q109 0 -13,220 -100.00 0 -100.00
2023-10-18 2023-09-30 13F TRUIST FINL COM 89832Q109 13,220 1,487 12.67 378 6.18 0.0435
2023-07-28 2023-06-30 13F TRUIST FINL COM 89832Q109 11,733 -2,996 -20.34 356 -29.08 0.0382
2023-04-12 2023-03-31 13F TRUIST FINL COM 89832Q109 14,729 843 6.07 502 -15.91 0.0490
2023-01-24 2022-12-31 13F TRUIST FINL COM 89832Q109 13,886 1,261 9.99 598 0.0578
2022-10-20 2022-09-30 13F/A-1 TRUIST FINL COM 89832Q109 12,625 542 4.49 1 0.0657
2022-10-18 2022-09-30 13F TRUIST FINL COM 89832Q109 12,625 542 0 0.0005
2022-07-12 2022-06-30 13F TRUIST FINL COM 89832Q109 12,083 -567 -4.48 1 -100.00 0.0569
2022-04-20 2022-03-31 13F TRUIST FINL COM 89832Q109 12,650 3,233 34.33 717 30.13 0.0589
2022-01-14 2021-12-31 13F TRUIST FINL COM 89832Q109 9,417 -437 -4.43 551 -4.51 0.0445
2021-10-12 2021-09-30 13F TRUIST FINL COM 89832Q109 9,854 963 10.83 578 17.04 0.0502
2021-07-26 2021-06-30 13F TRUIST FINL COM 89832Q109 8,891 -180 -1.98 493 -6.81 0.0620
2021-05-06 2021-03-31 13F TRUIST FINL COM 89832Q109 9,071 -378 -4.00 529 16.78 0.0560
2021-03-30 2020-12-31 13F/A-2 TRUIST FINL COM 89832Q109 9,449 522 5.85 453 16.75 0.0574
2021-02-05 2020-12-31 13F/A-1 TRUIST FINL COM 89832Q109 8,725 -724 453 0.0574
2020-11-16 2020-09-30 13F TRUIST FINL COM 89832Q109 8,927 3,477 63.80 388 89.27 0.0521
2020-07-29 2020-06-30 13F TRUIST FINL COM 89832Q109 5,450 -1,221 -18.30 205 -0.49 0.0332
2020-04-30 2020-03-31 13F TRUIST FINL COM 89832Q109 6,671 875 15.10 206 -37.00 0.0433
2020-01-29 2019-12-31 13F TRUIST FINL COM 89832Q109 5,796 5,796 327 0.0563
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.