Truist Financial Corporation
US ˙ NYSE ˙ US89832Q1094

SecurityTFC / Truist Financial Corporation
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership19,334 shares
Latest Disclosed Value $ 888,784
West Paces Advisors Inc. ownership in TFC / Truist Financial Corporation

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 19,334 shares of Truist Financial Corporation (US:TFC) valued at $888,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 19,334 shares of Truist Financial Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $916,818 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 19,334 0 0.00 889 -6.62 0.1722
2026-01-21 2025-12-31 13F TRUIST FINL COM 89832Q109 19,334 264 1.38 951 9.18 0.1840
2025-10-22 2025-09-30 13F TRUIST FINL COM 89832Q109 19,070 -160 -0.83 872 5.45 0.1735
2025-07-23 2025-06-30 13F TRUIST FINL COM 89832Q109 19,230 -6,581 -25.50 827 -22.22 0.1759
2025-04-15 2025-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 25,811 24,752 2,337.30 1,062 2,260.00 0.2419
2025-02-14 2024-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 1,059 -18 -1.67 46 -2.17 0.0112
2024-10-15 2024-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 1,077 0 0.00 46 12.20 0.0113
2024-07-17 2024-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 1,077 -1,410 -56.69 42 -57.29 0.0109
2024-04-15 2024-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 2,487 -991 -28.49 97 -25.00 0.0255
2024-01-30 2023-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 3,478 -790 -18.51 128 4.92 0.0361
2023-12-18 2023-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 4,268 -11,733 -73.33 122 -74.85 0.0382
2023-12-18 2023-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 16,001 -10,274 -39.10 486 -45.81 0.1431
2023-12-18 2023-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 26,275 725 2.84 896 -18.56 0.2784
2023-12-18 2022-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 25,550 3,910 18.07 1,099 16.67 0.3499
2023-12-19 2022-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 21,640 2,467 12.87 942 3.63 0.3349
2023-12-19 2022-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 19,173 -1,244 -6.09 909 -21.43 0.3096
2023-12-19 2022-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 20,417 -10 -0.05 1,158 -3.26 0.3611
2023-12-20 2021-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 20,427 1,581 8.39 1,196 8.24 0.3732
2023-12-20 2021-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 18,846 -730 -3.73 1,105 1.75 0.3878
2023-12-20 2021-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 19,576 -2,264 -10.37 1,086 -14.69 0.3994
2023-12-20 2021-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 21,840 1,696 8.42 1,274 31.92 0.5119
2023-12-20 2020-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 20,144 -593 -2.86 966 22.31 0.4299
2023-12-20 2020-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 20,737 199 0.97 789 2.33 0.4035
2023-12-20 2020-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 20,538 2,563 14.26 771 39.17 0.4170
2023-12-21 2020-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 17,975 -7,544 -29.56 554 -61.45 0.3518
2023-12-22 2019-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 25,519 2,022 8.61 1,437 14.59 0.7819
2023-12-22 2019-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 23,497 -118 -0.50 1,254 8.10 0.7493
2023-12-22 2019-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 23,615 -1,256 -5.05 1,160 0.26 0.7244
2023-12-22 2019-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 24,871 132 0.53 1,157 8.03 0.8105
2023-12-22 2018-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 24,739 -318 -1.27 1,072 -11.92 0.8266
2023-12-21 2018-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 25,057 -705 -2.74 1,216 -6.39 0.8754
2023-12-22 2018-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 25,762 435 1.72 1,299 -1.44 0.9716
2023-12-22 2018-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 25,327 -830 -3.17 1,318 1.38 0.9809
2023-12-22 2017-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 26,157 -425 -1.60 1,301 4.25 0.9625
2023-12-22 2017-09-30 13F TRUIST FINL CORP COM Stock 89832Q109 26,582 2,194 9.00 1,248 12.65 0.9407
2023-12-22 2017-06-30 13F TRUIST FINL CORP COM Stock 89832Q109 24,388 -987 -3.89 1,107 -2.38 0.8790
2023-12-22 2017-03-31 13F TRUIST FINL CORP COM Stock 89832Q109 25,375 4,219 19.94 1,134 14.08 0.9045
2023-12-22 2016-12-31 13F TRUIST FINL CORP COM Stock 89832Q109 21,156 21,156 995 0.9284
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.