TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,914 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 7.1M | $5.4B | 6.4% | $369.12 | +109.42% | 27 qtrssince 2019-Q4 | Increased 63 |
STATE STR SPDR S&P 500 ETF T | 3.1M | $2.3B | 2.7% | $310.59 | +147.70% | 27 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 6.9M | $2B | 2.4% | $120.84 | +164.56% | 27 qtrssince 2019-Q4 | Increased 55 |
NVIDIA CORPORATION | 9.9M | $2B | 2.4% | $116.50 | +86.74% | 27 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 76.6M | $1.7B | 2.1% | $21.75 | +3.24% | 27 qtrssince 2019-Q4 | Increased 56 |
MICROSOFT CORP | 4.2M | $1.6B | 1.9% | $179.34 | +186.34% | 27 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 16.1M | $1.6B | 1.9% | $72.35 | +38.90% | 27 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC | 3.7M | $1.3B | 1.6% | $107.50 | +218.97% | 27 qtrssince 2019-Q4 | Decreased 0 |
ISHARES INC | 14.9M | $1.2B | 1.5% | $67.01 | +22.11% | 27 qtrssince 2019-Q4 | Increased 63 |
VANGUARD INDEX FDS | 1.7M | $1.2B | 1.4% | $460.56 | +53.56% | 27 qtrssince 2019-Q4 | Increased 70 |
COCA COLA CO | 14M | $1.1B | 1.4% | $46.36 | +93.40% | 27 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 2.9M | $1.1B | 1.3% | $166.54 | +121.44% | 27 qtrssince 2019-Q4 | Increased 51 |
AMAZON COM INC | 4.4M | $1B | 1.2% | $124.14 | +114.63% | 27 qtrssince 2019-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 3.1M | $1B | 1.2% | $134.20 | +166.49% | 27 qtrssince 2019-Q4 | Increased 50 |
ISHARES TR | 8.2M | $1B | 1.2% | $104.70 | +17.25% | 27 qtrssince 2019-Q4 | Increased 81 |
SELECT SECTOR SPDR TR | 4.9M | $935M | 1.1% | $102.66 | +80.88% | 27 qtrssince 2019-Q4 | Increased 52 |
ALPHABET INC | 2.5M | $895.5M | 1.1% | $107.20 | +223.31% | 27 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 10.6M | $818.7M | 1.0% | $59.09 | +28.20% | 27 qtrssince 2019-Q4 | Increased 48 |
ISHARES TR | 5.5M | $810.4M | 1.0% | $106.26 | +37.01% | 27 qtrssince 2019-Q4 | Increased 50 |
LAM RESEARCH CORP | 1.7M | $747.9M | 0.9% | $115.32 | +161.79% | 27 qtrssince 2019-Q4 | Increased 45 |
TRUIST FINANCIAL CORP manages $83.7B across 2914 positions as of Q2 2026. Top holdings: IVV (6.4%), SPY (2.7%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 244 new positions, 130 exits, 1342 increased. Top move: IWF (INCREASED, conviction 81). Portfolio: $83.7B across 2914 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR