Public ownership evidence

Truist Financial Corporation (TFC) Ownership Disclosures

Read TFC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Truist Financial Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-18
Trade date
2026-09-17
Reporting owners
Lyons Michael P.
Code
P
Shares
21,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001534574-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TFC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TFC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-182026-09-17Lyons Michael P.P21,000Not reported
2026-09-042026-09-01Lyons Michael P.A266,990Not reported
2026-09-042026-09-01Lyons Michael P.A84,951Not reported
2026-08-052026-07-31Wilson Donta LS13,280Not reported
2026-07-312026-07-28Bessant Catherine PA2,338Not reported
2026-07-282026-07-23Boyer K. David Jr.S3,986Not reported
2026-07-232026-07-20ROGERS WILLIAM H JRS13,250Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29173$8,619None
Cornerstone Financial Management LLC2026-03-312026-08-29168$7,723None
Cornerstone Financial Management LLC2025-12-312026-08-29154$7,578None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,635$231,881Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2920,170$830,012None
Advisors Asset Management, Inc.2021-12-312026-08-28314,025$18,386,164None
Advisors Asset Management, Inc.2022-12-312026-08-28371,483$15,984,913None
Advisors Asset Management, Inc.2020-06-302026-08-28416,310$15,632,441None
Advisors Asset Management, Inc.2022-06-302026-08-28322,420$15,292,000None
Advisors Asset Management, Inc.2021-09-302026-08-28297,250$17,434,000None
Corient Private Wealth LP2026-06-302026-08-2823,179$1,154,781None
Corient Private Wealth LP2026-06-302026-08-28167,618$8,350,683None
Principia Wealth Advisory, LLC2026-06-302026-08-2775$3,737None
Principia Wealth Advisory, LLC2026-03-312026-08-2773$3,356None
Advisors Asset Management, Inc.2024-03-312026-08-27208,611$8,131,657None
Advisors Asset Management, Inc.2025-03-312026-08-2772,997$3,003,827None
Advisors Asset Management, Inc.2022-09-302026-08-27357,891$15,583,000None
Advisors Asset Management, Inc.2020-12-312026-08-27344,517$16,513,000None
Advisors Asset Management, Inc.2022-03-312026-08-27316,858$17,965,849None
Advisors Asset Management, Inc.2023-06-302026-08-27393,782$11,951,284None
Advisors Asset Management, Inc.2023-09-302026-08-27361,189$10,333,617None
Advisors Asset Management, Inc.2023-03-312026-08-27397,917$13,568,970None
Advisors Asset Management, Inc.2021-03-312026-08-27326,483$19,040,489None
Advisors Asset Management, Inc.2021-06-302026-08-27309,935$17,201,000None
Advisors Asset Management, Inc.2020-09-302026-08-27371,261$14,126,481None
Advisors Asset Management, Inc.2025-09-302026-08-2743,925$2,008,251None
Advisors Asset Management, Inc.2023-12-312026-08-27283,533$10,468,038None
Dakota Wealth Management2025-09-302026-08-2756,311$2,574,539None
Dakota Wealth Management2025-12-312026-08-2766,454$3,270,202None
Dakota Wealth Management2026-03-312026-08-2765,513$3,011,633None
Groupe la Francaise2026-06-302026-08-26100,541$5,008,953None
Advisors Asset Management, Inc.2019-12-312026-08-26462,697$26,059,095None
Advisors Asset Management, Inc.2025-06-302026-08-2564,758$2,783,946None
CYBER HORNET ETFs LLC2026-06-302026-08-253,393$169,039None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,948,960$97,097,187None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2597,097,187$1,948,960,000None
Kings Path Partners LLC2026-03-312026-08-2225$1,149None
Advisors Asset Management, Inc.2024-09-302026-08-2294,919$4,059,686None
Advisors Asset Management, Inc.2024-06-302026-08-22156,434$6,077,461None
Advisors Asset Management, Inc.2024-12-312026-08-2289,156$3,867,587None
Advisors Asset Management, Inc.2025-12-312026-08-2233,577$1,652,324None
Assenagon Asset Management S.A.2026-06-302026-08-223,007,121$149,814,768None
Forefront Wealth Partners, LLC2026-06-302026-08-2113,240$659,616None
Rehmann Capital Advisory Group2026-06-302026-08-217,824$389,659None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-21720,505$35,895,559None
Kingsview Wealth Management, LLC2026-06-302026-08-20172,620$8,599,942None
Archer Investment Corp2026-06-302026-08-2013,413$668,239None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2016,501$822,080None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2026,415$1,315,995None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20267,277$13,315,742None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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