How many stocks does TRUIST FINANCIAL CORP own?

As of Q1 2025, TRUIST FINANCIAL CORP holds 2,542 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.4% of portfolio, worth $4B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$62.5B as of Q1 2025, tracked across 2,542 holdings.

Is TRUIST FINANCIAL CORP a hedge fund?

TRUIST FINANCIAL CORP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does TRUIST FINANCIAL CORP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has TRUIST FINANCIAL CORP's portfolio changed in Q1 2025?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2025 on HoldingsIntel.

What is TRUIST FINANCIAL CORP's investment strategy?

TRUIST FINANCIAL CORP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

TRUIST FINANCIAL CORP

Institutional investor · Portfolio as of Q1 2025

SEC EDGAR SourceSEC Filings

$62.5B

AUM

2,542

Positions

Q1 2025

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'25

New1%Increased46%Decreased51%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.0 years

<1Q4%1-4Q7%1-2Y7%2Y+81%

Q1 2025 Summary

Active quarter - 185 new positions, 154 exits, 1102 increased. Top move: IEFA (INCREASED, conviction 60). Portfolio: $62.5B across 2542 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.40%

SPY2.90%

GOVT2.56%

MSFT2.51%

AAPL2.43%

KO1.78%

NVDA1.70%

VOO1.68%

IEFA1.32%

AMZN1.29%

Other1.24%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown49.50%

Technology12.51%

Financial Services8.26%

Healthcare6.06%

Consumer Defensive5.14%

Consumer Cyclical4.76%

Industrials4.70%

Communication Services3.79%

Energy2.40%

Utilities1.28%

Other1.61%

Fund DNA

Behavioral investing profile

Balanced Allocator92%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Strong(4.0 / 5.0)

Track Record67

Conviction38

Concentration0

Upgrade to see all dimensions

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PGEN2Q held

PRECIGEN INC

Avg $0.93 · $57,707 est. P&L

Est. P&L

+472.04%

CRS11Q held

CARPENTER TECHNOLOGY CORP

Avg $37.79 · $412,314 est. P&L

Est. P&L

+378.02%

BJ22Q held

BJS WHSL CLUB HLDGS INC

Avg $27.89 · $11.3M est. P&L

Est. P&L

+301.25%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

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

Holdings2,542 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	7.1M	$4B	6.4%	—	$356.81	+54.91%	22 qtrssince 2019-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3.2M	$1.8B	2.9%	—	$308.23	+78.72%	22 qtrssince 2019-Q4	Decreased 0
GOVT ETF ISHARES TR	69.6M	$1.6B	2.6%	—	$22.06	+0.64%	22 qtrssince 2019-Q4	Increased 57
MSFT MICROSOFT CORP	4.2M	$1.6B	2.5%	—	$172.29	+118.69%	22 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	6.8M	$1.5B	2.4%	—	$115.38	+88.04%	22 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	15.6M	$1.1B	1.8%	—	$46.36	+48.54%	22 qtrssince 2019-Q4	Decreased 0
NVDA NVIDIA CORPORATION	9.8M	$1.1B	1.7%	—	$113.76	-3.62%	22 qtrssince 2019-Q4	Increased 52
VOO ETF VANGUARD INDEX FDS	2M	$1B	1.7%	—	$336.72	+50.37%	22 qtrssince 2019-Q4	Increased 51
IEFA ETF ISHARES TR	10.9M	$823.4M	1.3%	—	$62.28	+18.22%	22 qtrssince 2019-Q4	Increased 60
AMZN AMAZON COM INC	4.2M	$808.1M	1.3%	—	$117.57	+63.92%	22 qtrssince 2019-Q4	Increased 51
IWF ETF iShares Trust RUS 1000 GRW ETF	2.1M	$773.2M	1.2%	—	$182.81	+96.64%	22 qtrssince 2019-Q4	Decreased 0
RSP ETF INVESCO EXCHANGE TRADED FD T	4.4M	$758.8M	1.2%	—	$137.55	+23.37%	22 qtrssince 2019-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	2.9M	$706.7M	1.1%	—	$118.63	+100.60%	22 qtrssince 2019-Q4	Increased 50
AGG ETF ISHARES TR	6.7M	$662.4M	1.1%	—	$92.00	+3.52%	22 qtrssince 2019-Q4	Decreased 0
IJH ETF ISHARES TR	10M	$585.3M	0.9%	—	$56.47	+1.92%	22 qtrssince 2019-Q4	Increased 48
GOOG ALPHABET INC	3.6M	$564.3M	0.9%	—	$99.47	+56.46%	22 qtrssince 2019-Q4	Increased 45
XLK ETF SELECT SECTOR SPDR TR	2.7M	$557.5M	0.9%	—	$54.98	+86.86%	22 qtrssince 2019-Q4	Increased 45
V VISA INC	1.6M	$555.1M	0.9%	—	$189.71	+79.37%	22 qtrssince 2019-Q4	Decreased 0
META META PLATFORMS INC	923,935	$532.5M	0.9%	—	$279.16	+106.13%	22 qtrssince 2019-Q4	Increased 45
VTV ETF VANGUARD INDEX FDS	3.1M	$527M	0.8%	—	$110.63	+52.01%	22 qtrssince 2019-Q4	Increased 45
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