Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership31,528 shares
Latest Disclosed Value $ 1,449,319
Meridian Wealth Management, LLC reports 7.31% increase in ownership of TFC / Truist Financial Corporation

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,528 shares of Truist Financial Corporation (US:TFC) valued at $1,449,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 29,379 shares of Truist Financial Corporation. This represents a change in shares of 7.31% during the quarter. The current value of the position is $1,551,178 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 FINL COM 89832Q109 31,528 2,149 7.31 1,449 0.28 0.0509
2026-02-04 2025-12-31 13F TRUIST FINL COM 89832Q109 29,379 3,732 14.55 1,446 23.29 0.0509
2025-11-04 2025-09-30 13F TRUIST FINL COM 89832Q109 25,647 3,225 14.38 1,173 21.70 0.0449
2025-08-08 2025-06-30 13F TRUIST FINL COM 89832Q109 22,422 -520 -2.27 964 2.01 0.0412
2025-05-12 2025-03-31 13F TRUIST FINL COM 89832Q109 22,942 1,104 5.06 944 -0.32 0.0457
2025-02-06 2024-12-31 13F TRUIST FINL COM 89832Q109 21,838 105 0.48 947 1.94 0.0448
2024-11-12 2024-09-30 13F TRUIST FINL COM 89832Q109 21,733 280 1.31 930 11.52 0.0457
2024-08-08 2024-06-30 13F TRUIST FINL COM 89832Q109 21,453 21,453 833 0.0996
2024-04-25 2024-03-31 13F TRUIST FINL COM 89832Q109 0 -22,054 -100.00 0 -100.00
2024-02-08 2023-12-31 13F TRUIST FINL COM 89832Q109 22,054 1,952 9.71 814 41.57 0.0520
2023-10-17 2023-09-30 13F TRUIST FINL COM 89832Q109 20,102 -445 -2.17 575 -7.70 0.0352
2023-08-02 2023-06-30 13F TRUIST FINL COM 89832Q109 20,547 -1,967 -8.74 624 -18.77 0.0526
2023-05-15 2023-03-31 13F TRUIST FINL COM 89832Q109 22,514 -1,223 -5.15 768 -24.88 0.0670
2023-02-14 2022-12-31 13F TRUIST FINL COM 89832Q109 23,737 5,471 29.95 1,021 28.43 0.1000
2022-11-14 2022-09-30 13F TRUIST FINL COM 89832Q109 18,266 -1,008 -5.23 795 -13.02 0.0855
2022-08-05 2022-06-30 13F TRUIST FINL COM 89832Q109 19,274 -3,998 -17.18 914 -30.71 0.0748
2022-05-12 2022-03-31 13F TRUIST FINL COM 89832Q109 23,272 -19 -0.08 1,319 -3.30 0.1442
2022-01-27 2021-12-31 13F TRUIST FINL COM 89832Q109 23,291 -94 -0.40 1,364 -0.58 0.1457
2021-10-15 2021-09-30 13F TRUIST FINL COM 89832Q109 23,385 1,171 5.27 1,372 11.27 0.1692
2021-07-22 2021-06-30 13F TRUIST FINL COM 89832Q109 22,214 1,256 5.99 1,233 0.90 0.1571
2021-05-07 2021-03-31 13F TRUIST FINL COM 89832Q109 20,958 1,078 5.42 1,222 28.36 0.1779
2021-01-19 2020-12-31 13F TRUIST FINL COM 89832Q109 19,880 336 1.72 952 28.13 0.1511
2020-10-09 2020-09-30 13F TRUIST FINL COM 89832Q109 19,544 8,005 69.37 743 71.59 0.1822
2020-07-15 2020-06-30 13F TRUIST FINL COM 89832Q109 11,539 -1,000 -7.98 433 12.18 0.1449
2020-04-16 2020-03-31 13F TRUIST FINL COM 89832Q109 12,539 78 0.63 386 -44.94 0.1710
2020-01-09 2019-12-31 13F TRUIST FINL COM 89832Q109 12,461 12,461 701 0.3371
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.