Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionWelch Group, LLC
Latest Disclosed Ownership1,329,163 shares
Latest Disclosed Value $ 61,101,625
Welch Group, LLC reports 0.39% increase in ownership of TFC / Truist Financial Corporation

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 1,329,163 shares of Truist Financial Corporation (US:TFC) valued at $61,101,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,324,063 shares of Truist Financial Corporation. This represents a change in shares of 0.39% during the quarter. The current value of the position is $65,394,820 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)
2026-04-21 2026-03-31 13F TRUIST FINL COMMON 89832Q109 1,329,163 5,100 0.39 61,102 -6.22 2.2954
2026-01-26 2025-12-31 13F TRUIST FINL COMMON STOCK 89832Q109 1,324,063 12,127 0.92 65,157 8.63 2.5118
2025-10-14 2025-09-30 13F TRUIST FINL COMMON 89832Q109 1,311,936 13,101 1.01 59,982 7.42 2.3417
2025-07-25 2025-06-30 13F TRUIST FINL COMMON 89832Q109 1,298,835 44,464 3.54 55,837 10.02 2.3333
2025-04-08 2025-03-31 13F TRUIST FINL COMMON 89832Q109 1,254,371 6,949 0.56 50,752 -6.19 2.2322
2025-01-27 2024-12-31 13F TRUIST FINL COMMON 89832Q109 1,247,422 5,588 0.45 54,101 1.86 2.4364
2024-10-24 2024-09-30 13F TRUIST FINL COMMON 89832Q109 1,241,834 19,054 1.56 53,113 11.81 2.3089
2024-07-17 2024-06-30 13F TRUIST FINL COMMON 89832Q109 1,222,780 25,271 2.11 47,505 1.77 2.2826
2024-04-09 2024-03-31 13F TRUIST FINL COMMON 89832Q109 1,197,509 480,883 67.10 46,679 76.43 2.3150
2024-01-23 2023-12-31 13F TRUIST FINL Common 89832Q109 716,626 -372,478 -34.20 26,458 -15.09 1.4249
2023-10-18 2023-09-30 13F TRUIST FINL Common 89832Q109 1,089,104 83,069 8.26 31,159 2.05 1.8461
2023-07-18 2023-06-30 13F TRUIST FINL Common 89832Q109 1,006,035 119,471 13.48 30,533 1.00 1.7503
2023-04-13 2023-03-31 13F TRUIST FINL Common 89832Q109 886,564 117,421 15.27 30,232 -8.66 1.7575
2023-01-30 2022-12-31 13F TRUIST FINL Common 89832Q109 769,143 887 0.12 33,096 -1.06 1.8933
2022-10-13 2022-09-30 13F TRUIST FINL COMMON 89832Q109 768,256 55,070 7.72 33,450 -1.11 2.1774
2022-07-21 2022-06-30 13F TRUIST FINL COMMON 89832Q109 713,186 639,441 867.10 33,826 709.04 2.0643
2022-04-29 2022-03-31 13F TRUIST FINL COMMON 89832Q109 73,745 5,875 8.66 4,181 5.21 0.2387
2022-01-26 2021-12-31 13F TRUIST FINL COMMON 89832Q109 67,870 3,162 4.89 3,974 4.72 0.2325
2021-11-05 2021-09-30 13F TRUIST FINL COMMON 89832Q109 64,708 8,191 14.49 3,795 20.98 0.2569
2021-07-21 2021-06-30 13F TRUIST FINL COMMON 89832Q109 56,517 5,080 9.88 3,137 4.57 0.2139
2021-04-23 2021-03-31 13F TRUIST FINL COMMON 89832Q109 51,437 10,876 26.81 3,000 54.32 0.2160
2021-01-25 2020-12-31 13F TRUIST FINL Common 89832Q109 40,561 4,577 12.72 1,944 42.00 0.1559
2020-10-28 2020-09-30 13F TRUIST FINL Common 89832Q109 35,984 2,069 6.10 1,369 7.46 0.1196
2020-07-22 2020-06-30 13F TRUIST FINL Common 89832Q109 33,915 13,471 65.89 1,274 102.22 0.1190
2020-04-28 2020-03-31 13F TRUIST FINL Common 89832Q109 20,444 8,414 69.94 630 -7.08 0.0672
2020-01-24 2019-12-31 13F Truist Finl Common 89832Q109 12,030 12,030 678 0.0667
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.