Truist Financial Corp Reports $84.4B in Form 13F Assets for Q3 2026

Truist Financial Corp (Form 13F-HR) Holdings Overview - Q3 2026

Summary of Report

Truist Financial Corp filed its quarterly Form 13F-HR for the reporting period ended September 30, 2026, detailing institutional investment management holdings across its operating subsidiaries, including Truist Bank and Truist Advisory Services, Inc.

Key Portfolio Statistics

• Total Portfolio Market Value: $84,407,336,870
• Total Table Entries: 5,371
• Reporting Period End: September 30, 2026
• Filing Date: October 30, 2026

Included Managers

1. Truist Bank /NC/ (CIK: 0000764116, File No: 028-01507)
2. Truist Advisory Services, Inc. (CIK: 0001696868, File No: 028-18010)

Notable Holdings Highlighted in Excerpt

• Coca-Cola Europacific Partners (CCEP): Large multi-million share position across advisory and bank accounts, including single-line ownership of over 4.71 million shares valued at ~$479.2M.
• Eaton Corp PLC (ETN): Combined institutional positions exceeding $308M across accounts.
• Trane Technologies PLC (TT): Aggregated position exceeding $185M.
• Medtronic PLC (MDT): Substantial aggregate institutional position exceeding $82M.
• Linde PLC (LIN): Holdings totaling over $71M across bank and wealth advisory accounts.

Market Significance

As a routine quarterly institutional holdings disclosure by a large bank holding company, this filing reflects diversified wealth management, fiduciary, and advisory positions rather than proprietary speculative shifts. Consequently, its direct market trading significance is categorized as low.