Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionSavant Capital, LLC
Latest Disclosed Ownership47,693 shares
Latest Disclosed Value $ 2,192,442
Savant Capital, LLC reports 10.40% increase in ownership of TFC / Truist Financial Corporation

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 47,693 shares of Truist Financial Corporation (US:TFC) valued at $2,192,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 43,199 shares of Truist Financial Corporation. This represents a change in shares of 10.40% during the quarter. The current value of the position is $2,261,602 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)
2026-05-04 2026-03-31 13F TRUIST FINL COM 89832Q109 47,693 4,494 10.40 2,192 3.15 0.0106
2026-02-10 2025-12-31 13F TRUIST FINL COM 89832Q109 43,199 3,135 7.82 2,126 16.06 0.0121
2026-03-04 2025-09-30 13F/A-1 TRUIST FINL COM 89832Q109 40,064 1,306 3.37 1,832 9.90 0.0111
2025-11-05 2025-09-30 13F TRUIST FINL COM 89832Q109 44,435 2,614 2,032 0.0107
2026-03-04 2025-06-30 13F/A-1 TRUIST FINL COM 89832Q109 38,758 -23,452 -37.70 1,666 -34.90 0.0120
2025-08-06 2025-06-30 13F TRUIST FINL COM 89832Q109 41,821 -29,865 1,798 0.0112
2026-03-04 2025-03-31 13F/A-1 TRUIST FINL COM 89832Q109 62,210 -11,756 -15.89 2,560 -20.23 0.0217
2025-05-08 2025-03-31 13F TRUIST FINL COM 89832Q109 71,686 -2,280 2,950 0.0214
2025-01-29 2024-12-31 13F TRUIST FINL COM 89832Q109 73,966 13,482 22.29 3,209 24.05 0.0252
2024-11-04 2024-09-30 13F TRUIST FINL COM 89832Q109 60,484 -3,952 -6.13 2,587 3.32 0.0215
2024-08-05 2024-06-30 13F TRUIST FINL COM 89832Q109 64,436 6,220 10.68 2,503 10.31 0.0251
2024-05-06 2024-03-31 13F TRUIST FINL COM 89832Q109 58,216 8,335 16.71 2,269 23.25 0.0260
2024-02-05 2023-12-31 13F TRUIST FINL COM 89832Q109 49,881 571 1.16 1,842 30.57 0.0237
2023-11-07 2023-09-30 13F TRUIST FINL COM 89832Q109 49,310 23,808 93.36 1,411 82.41 0.0210
2023-08-04 2023-06-30 13F TRUIST FINL COM 89832Q109 25,502 2,363 10.21 774 -2.03 0.0121
2023-05-03 2023-03-31 13F TRUIST FINL COM 89832Q109 23,139 10,599 84.52 789 46.38 0.0147
2023-02-13 2022-12-31 13F/A-1 TRUIST FINL COM 89832Q109 12,540 94 0.76 540 -0.55 0.0132
2023-02-07 2022-12-31 13F TRUIST FINL COM 89832Q109 12,540 94 540 0.0132
2022-10-31 2022-09-30 13F TRUIST FINL COM 89832Q109 12,446 -888 -6.66 542 -14.24 0.0169
2022-07-22 2022-06-30 13F TRUIST FINL COM 89832Q109 13,334 86 0.65 632 -15.85 0.0192
2022-05-05 2022-03-31 13F TRUIST FINL COM 89832Q109 13,248 345 2.67 751 -0.53 0.0246
2022-02-08 2021-12-31 13F TRUIST FINL COM 89832Q109 12,903 945 7.90 755 7.70 0.0244
2021-11-12 2021-09-30 13F TRUIST FINL COM 89832Q109 11,958 396 3.43 701 9.19 0.0256
2021-08-04 2021-06-30 13F TRUIST FINL COM 89832Q109 11,562 2,694 30.38 642 24.18 0.0259
2021-05-04 2021-03-31 13F TRUIST FINL COM 89832Q109 8,868 -1,177 -11.72 517 7.48 0.0277
2021-02-03 2020-12-31 13F TRUIST FINL COM 89832Q109 10,045 -440 -4.20 481 20.55 0.0280
2020-11-04 2020-09-30 13F TRUIST FINL COM 89832Q109 10,485 -29 -0.28 399 1.01 0.0273
2020-08-11 2020-06-30 13F TRUIST FINL COM 89832Q109 10,514 2,110 25.11 395 52.51 0.0299
2020-04-30 2020-03-31 13F TRUIST FINL COM 89832Q109 8,404 -1,233 -12.79 259 -52.30 0.0246
2020-01-31 2019-12-31 13F TRUIST FINL COM 89832Q109 9,637 9,637 543 0.0666
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.