Truist Financial (TFC)Artemis Investment Management LLP added to its stake +999K shares

2.46M

Shares reported · +999K vs prior quarter

1.1%

Disclosed portfolio weight

$123M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 23, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of TFC — reported range $1,001 - $15,000
2. Jun 5, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On June 5, 2026, the Board of Directors (the “Board”) of Truist Financial Corporation (the “Company”) appointed Catherine P. Bessant as a director of the Company, effective immediately.”
3. Jun 12, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“After more than 40 years of exceptional leadership and service to Truist Financial Corporation (the “Corporation”) and Truist Bank (the “Bank”), William H. Rogers, Jr. will retire as Chief Executive Officer (“CEO”) and President of the Corporation and the Bank effective on September 1, 2026 (the “Transition Date”).”
4. Jul 17, 2026Company filing · Form 8-K · ResultsReported its results
5. Jul 20, 2026InsiderCEO sold ~$694K of TFC shares in the open market
6. Jul 23, 2026InsiderDirector sold ~$202K of TFC shares in the open market

What came next

1. Jul 28, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
2. Jul 31, 2026InsiderOfficer sold ~$689K of TFC shares in the open market
3. Sep 17, 2026Insider · First insider buy since Nov 2024CEO purchased ~$1.02M of TFC shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Truist Financial

For Truist Financial, OQRO holds 4 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 13 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TFC page.

How this filing works

• SEC Form 13F

Other disclosures at Truist Financial

• SEC Form 4Sep 18, 2026
• SEC Form 13F-HRAug 20, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its TFC page.