Truist Advisory Services, Inc. has filed a 13F notice on October 30, 2026, detailing its investment activities for the quarter ending September 30, 2026. This filing is important as it provides insights into the company's investment strategies and holdings during this period.

Background

Truist Advisory Services, Inc. is a financial services company based in Atlanta, Georgia. The company was previously known as SunTrust Advisory Services, Inc. before a name change on February 1, 2017. Truist operates under the Central Index Key (CIK) number 0001696868 and has a fiscal year ending on December 31.

What the Filing Says

The filing states that it is a 13F notice, which is a report that institutional investment managers must file with the SEC. The report covers the period of September 30, 2026, and confirms the company's ongoing investment activities. Specific details regarding the investments were not disclosed in this filing.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. By revealing its investment strategies, Truist Advisory Services provides valuable insights that may influence market perceptions and competitive strategies.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-NT filing was submitted under the SEC Act of 1934 and is identified by the SEC file number 028-18010. The filing manager for this report is Truist Advisory Services, Inc., located at 303 Peachtree Street, 2nd Floor, Atlanta, GA 30303. The document was filed on October 30, 2026, and covers the reporting period ending September 30, 2026.

Signatory Information

The filing is signed by Edward M. Kwiatkowski, who holds the title of Vice President. His contact phone number is 804-253-6422, and the signature was dated September 30, 2026, from Cumberland, Rhode Island.

Associated Entities

The filing also mentions another manager, Truist Financial Corp, which has its own SEC filing number 028-03501 and CIK 0000092230. This indicates a relationship between the two entities in terms of investment management.

Missing Information

The filing does not include specific details about the individual investments or the overall investment strategy employed by Truist Advisory Services during the reporting period. Additionally, there is no information regarding the performance of these investments or any changes in the company’s investment philosophy.