TRUIST FINANCIAL CORP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$74.8B

Total Positions

2,734

New This Quarter

180

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV6.40%

SPY2.84%

MSFT2.76%

NVDA2.50%

AAPL2.48%

GOVT2.18%

IEFA2.09%

VOO1.71%

GOOG1.51%

KO1.40%

Other14.53%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX19Q held

Comfort Systems USA Inc

Avg $111.48 · $21M est. P&L

Est. P&L

+749.41%

NUTX6Q held

Nutex Health Inc

Avg $21.60 · $3.9M est. P&L

Est. P&L

+743.68%

IREN8Q held

IREN LIMITED

Avg $6.89 · $1.7M est. P&L

Est. P&L

+455.89%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2687 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	7M	$4.8B	6.4%	—	$360.49	+91.38%	25 qtrs	Increased 63
SPY SPDR S&P 500 ETF TR	3.1M	$2.1B	2.8%	—	$308.23	+122.89%	25 qtrs	Decreased 0
MSFT Microsoft Corp	4.3M	$2.1B	2.8%	—	$180.22	+170.49%	25 qtrs	Increased 55
NVDA NVIDIA Corp	10M	$1.9B	2.5%	—	$116.09	+61.55%	25 qtrs	Decreased 0
AAPL Apple Inc	6.8M	$1.9B	2.5%	—	$119.21	+128.86%	25 qtrs	Decreased 0
GOVT ISHARES TR	71M	$1.6B	2.2%	—	$22.09	+4.17%	25 qtrs	Increased 57
IEFA ISHARES TR	17.6M	$1.6B	2.1%	—	$70.46	+27.54%	25 qtrs	Increased 59
VOO VANGUARD INDEX FDS	2M	$1.3B	1.7%	—	$341.28	+85.10%	25 qtrs	Increased 51
GOOG Alphabet Inc	3.6M	$1.1B	1.5%	—	$100.22	+213.86%	25 qtrs	Decreased 0
KO Coca-Cola Co/The	15M	$1.1B	1.4%	—	$46.36	+51.15%	25 qtrs	Decreased 0
AVGO Broadcom Inc	3M	$1B	1.4%	—	$165.44	+111.47%	25 qtrs	Increased 51
AMZN Amazon.com Inc	4.4M	$1B	1.4%	—	$121.51	+91.37%	25 qtrs	Increased 50
IWF ISHARES TR	2.1M	$988.7M	1.3%	—	$183.37	+160.10%	25 qtrs	Increased 50
JPM JPMORGAN CHASE & CO.	3M	$968.7M	1.3%	—	$126.79	+153.94%	25 qtrs	Increased 51
GOOGL Alphabet Inc	2.6M	$813.8M	1.1%	—	$107.22	+192.73%	25 qtrs	Decreased 0
AGG ISHARES TR	7.6M	$763.1M	1.0%	—	$92.80	+7.55%	25 qtrs	Increased 52
XLK SELECT SECTOR SPDR TR	4.7M	$673M	0.9%	—	$98.80	+47.18%	25 qtrs	Increased 69
META Meta Platforms Inc	998,921	$659.4M	0.9%	—	$312.40	+113.17%	25 qtrs	Increased 45
QQQ INVESCO QQQ TR	1.1M	$649.2M	0.9%	—	$265.99	+132.87%	25 qtrs	Decreased 0
IJH ISHARES TR	9.3M	$611.7M	0.8%	—	$56.93	+17.16%	25 qtrs	Decreased 0
IJR ISHARES TR	4.6M	$558.1M	0.7%	—	$99.96	+21.74%	25 qtrs	Increased 50
ABBV AbbVie Inc	2.4M	$548.9M	0.7%	—	$90.72	+151.22%	25 qtrs	Increased 46
V Visa Inc	1.6M	$547.5M	0.7%	—	$189.71	+86.01%	25 qtrs	Decreased 0
XLF SELECT SECTOR SPDR TR	10M	$546.8M	0.7%	—	$44.14	+25.01%	25 qtrs	Increased 54
RSP INVESCO EXCHANGE TRADED FD T	2.8M	$528.3M	0.7%	—	$137.55	+40.47%	25 qtrs	Decreased 0
Showing 25 of 2,687 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

GGBGERDAU SA

Q1 2024 → Q4 2025+30,423 shares+$27,890

STRVEA SERIES TRUST

Q1 2024 → Q4 2025+192,679 shares+$11.8M

CGDVCAPITAL GROUP DIVIDEND VALUE

Q1 2024 → Q4 2025+871,772 shares+$45.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer