Truist Financial Corporation
AT ˙ WBAG ˙ US89832Q1094
€ 42,86 ↑0,79 (1,88%)
2026-06-05
AKTIENPREIS
SecurityAT:TFC / Truist Financial Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership277,634 shares
Latest Disclosed Value $ 12,762,835
Wealthfront Advisers Llc reports 14.78% increase in ownership of TFC / Truist Financial Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 277,634 shares of Truist Financial Corporation (AT:TFC) valued at $10,902,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 241,880 shares of Truist Financial Corporation. This represents a change in shares of 14.78% during the quarter. The current value of the position is $11,898,005 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)
2026-05-05 2026-03-31 13F TRUIST FINL COM 89832Q109 277,634 35,754 14.78 12,763 7.23 0.0280
2026-01-30 2025-12-31 13F TRUIST FINL COM 89832Q109 241,880 -213 -0.09 11,903 7.54 0.0266
2025-11-06 2025-09-30 13F TRUIST FINL COM 89832Q109 242,093 -11,143 -4.40 11,068 1.67 0.0260
2025-07-31 2025-06-30 13F TRUIST FINL COM 89832Q109 253,236 31,008 13.95 10,887 19.05 0.0280
2025-05-02 2025-03-31 13F TRUIST FINL COM 89832Q109 222,228 39,430 21.57 9,145 15.32 0.0245
2025-04-01 2024-12-31 13F/A-1 TRUIST FINL COM 89832Q109 182,798 5,976 3.38 7,930 4.85 0.0232
2024-11-12 2024-09-30 13F TRUIST FINL COM 89832Q109 176,822 50,581 40.07 7,563 54.20 0.0233
2024-08-14 2024-06-30 13F TRUIST FINL COM 89832Q109 126,241 17,458 16.05 4,904 15.66 0.0165
2024-04-19 2024-03-31 13F TRUIST FINL COM 89832Q109 108,783 3,567 3.39 4,240 9.17 0.0148
2024-02-09 2023-12-31 13F TRUIST FINL COM 89832Q109 105,216 11,435 12.19 3,885 44.76 0.0149
2023-11-01 2023-09-30 13F TRUIST FINL COM 89832Q109 93,781 20,596 28.14 2,683 20.80 0.0116
2023-08-07 2023-06-30 13F TRUIST FINL COM 89832Q109 73,185 64,403 733.35 2,221 642.81 0.0094
2023-04-28 2023-03-31 13F TRUIST FINL COM 89832Q109 8,782 -86,502 -90.78 299 -92.71 0.0014
2023-02-10 2022-12-31 13F TRUIST FINL COM 89832Q109 95,284 -732 -0.76 4,100 -1.94 0.0199
2022-11-14 2022-09-30 13F TRUIST FINL COM 89832Q109 96,016 3,910 4.25 4,181 -4.30 0.0222
2022-07-20 2022-06-30 13F TRUIST FINL COM 89832Q109 92,106 3,500 3.95 4,369 -13.04 0.0220
2022-05-16 2022-03-31 13F TRUIST FINL COM 89832Q109 88,606 -19,017 -17.67 5,024 -20.28 0.0220
2022-01-21 2021-12-31 13F TRUIST FINL COM 89832Q109 107,623 27,989 35.15 6,302 34.92 0.0266
2021-11-15 2021-09-30 13F TRUIST FINL COM 89832Q109 79,634 3,901 5.15 4,671 11.13 0.0216
2021-08-16 2021-06-30 13F TRUIST FINL COM 89832Q109 75,733 9,213 13.85 4,203 8.35 0.0200
2021-05-14 2021-03-31 13F TRUIST FINL COM 89832Q109 66,520 3,799 6.06 3,879 29.04 0.0208
2021-02-16 2020-12-31 13F TRUIST FINL COM 89832Q109 62,721 -90 -0.14 3,006 25.77 0.0181
2020-11-16 2020-09-30 13F TRUIST FINL COM 89832Q109 62,811 -513 -0.81 2,390 0.50 0.0171
2020-08-14 2020-06-30 13F TRUIST FINL COM 89832Q109 63,324 14,972 30.96 2,378 59.49 0.0184
2020-05-15 2020-03-31 13F TRUIST FINL COM 89832Q109 48,352 -48,843 -50.25 1,491 -72.76 0.0135
2020-01-21 2019-12-31 13F TRUIST FINL COM 89832Q109 97,195 97,195 5,474 0.0406
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.