TFC.NYSETruist Financial CORP

SCHEDULE: Truist Financial Discloses 11.8% Stake in Macquarie ETF Trust

Sentiment:

Beneficial Ownership Disclosure

📋All filings for Truist Financial CORP
🔒Login to Follow

Truist Financial Corporation, through its subsidiary, reported beneficial ownership of 11.8% of Macquarie ETF Trust's Exchange Traded Fund.

Summary

  • Truist Financial Corporation, as a Parent Holding Company for Truist Advisory Services, Inc., reported beneficial ownership of 138,564 shares of Macquarie ETF Trust's Exchange Traded Fund.
  • This ownership represents 11.8% of the class of securities.
  • Truist Financial Corporation holds sole dispositive power over all 138,564 shares, with no sole or shared voting power.
  • This filing is an Amendment No. 2 to a Schedule 13G, indicating an update to a previously reported stake.
  • The event date requiring this filing was September 30, 2025.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of beneficial ownership without specific performance or operational updates.

Positives

  • Truist Financial Corporation maintains a significant beneficial ownership stake of 11.8% in Macquarie ETF Trust, indicating continued institutional investment.

Negatives

  • No specific negative information is disclosed in this passive ownership filing.

Risks

  • No specific risks related to the issuer or the investment are detailed in this ownership disclosure.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future performance or operations.

Industry Context

This filing reflects a passive investment by a large financial institution (Truist) in an Exchange Traded Fund managed by Macquarie, which is a common practice for investment advisers seeking diversified exposure or specific market segments for their clients' portfolios.

Stakeholder Impact

  • Shareholders of Macquarie ETF Trust: Awareness of a significant institutional holder (Truist) which could imply confidence in the ETF, though it represents a passive stake.
  • Clients of Truist Advisory Services, Inc.: This filing indicates that Truist Advisory Services, Inc. holds these shares on behalf of its clients, reflecting their investment strategies.

Key Dates

DateDescription
09/30/2025Date of event which requires filing of this statement.
10/06/2025Signature date of the filing by Edward M. Kwiatkowski, Vice President of Truist Financial Corp.

Keywords

Truist Financial, Macquarie ETF Trust, Exchange Traded Fund, ETF, Schedule 13G, Beneficial Ownership, Investment Adviser, Passive Investment

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.