FinObservatory

SEC filings / CIK 92230

TRUIST FINANCIAL CORP

National commercial banks, NC. 17 10-K filer-years in this dataset, the most recent for FY2025, filed Feb 24, 2026. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-20-15-10-505n/an/an/an/an/aFY2014: HTM fair value less carrying amount, +0.3% of reported stockholders’ equityFY2015: HTM fair value less carrying amount, -0.0% of reported stockholders’ equityFY2016: HTM fair value less carrying amount, -0.4% of reported stockholders’ equityFY2017: HTM fair value less carrying amount, -0.6% of reported stockholders’ equityFY2018: HTM fair value less carrying amount, -1.7% of reported stockholders’ equityn/an/aFY2021: HTM fair value less carrying amount, +0.0% of reported stockholders’ equityFY2022: HTM fair value less carrying amount, -16.4% of reported stockholders’ equityFY2023: HTM fair value less carrying amount, -16.0% of reported stockholders’ equityFY2024: HTM fair value less carrying amount, -16.3% of reported stockholders’ equityFY2025 (partial): HTM fair value less carrying amount, -12.4% of reported stockholders’ equity0910111213141516171819202122232425Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 10 of this company’s 17 filings.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2025pFeb 24, 2026$547.54bnn/a$65.19bn-$5.77bn$47.19bn$39.13bn-12.4%5.0%
2024Feb 25, 2025$531.18bnn/a$63.68bn-$8.21bn$50.64bn$40.29bn-16.3%5.5%
2023Feb 27, 2024$535.35bnn/a$59.25bn-$12.51bn$54.11bn$44.63bn-16.0%3.0%
2022Feb 28, 2023$555.25bnn/a$60.54bn-$13.60bn$57.71bn$47.79bn-16.4%4.0%
2021Feb 23, 2022$541.24bnn/a$69.27bn-$1.60bn$1.49bn$1.50bn+0.0%4.8%
2020Feb 24, 2021$509.23bnn/a$70.91bn$716.0mn/an/an/a4.0%
2019Mar 3, 2020$473.08bnn/a$66.56bn-$844.0m$0n/an/a1.4%
2018Feb 26, 2019$225.70bn$161.20bn$30.18bn-$1.72bn$20.55bn$20.05bn-1.7%1.2%
2017Feb 21, 2018$221.64bn$157.37bn$29.70bn-$1.47bn$23.03bn$22.84bn-0.6%4.1%
2016Feb 21, 2017$219.28bn$160.23bn$29.93bn-$1.13bn$16.68bn$16.55bn-0.4%4.6%
2015Feb 25, 2016$209.95bn$149.12bn$27.34bn-$1.03bn$18.53bn$18.52bn-0.0%3.4%
2014Feb 25, 2015$186.81bn$129.04bn$24.43bn-$751.0m$20.24bn$20.31bn+0.3%7.0%
2013Feb 26, 2014$183.01bn$127.47bn$22.81bn-$593.0m$18.10bnn/an/a7.5%
2012Mar 1, 2013$183.87bn$133.07bn$21.22bn-$559.0m$13.59bnn/an/a9.6%
2011Feb 27, 2012$174.58bn$124.94bn$17.48bn-$713.0m$14.09bnn/an/a7.3%
2010Feb 25, 2011$157.08bn$107.21bn$16.50bn-$747.0mn/an/an/a9.3%
2009Feb 26, 2010$165.76bn$114.97bn$16.24bn-$417.0mn/an/an/a7.3%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.