TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,788 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7M | $4.6B | 6.2% | $360.49 | +89.57% | 26 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.1M | $2B | 2.8% | $310.59 | +119.04% | 26 qtrssince 2019-Q4 | Increased 55 |
NVIDIA CORP | 10.1M | $1.8B | 2.4% | $116.50 | +54.55% | 26 qtrssince 2019-Q4 | Increased 55 |
APPLE INC | 6.9M | $1.7B | 2.3% | $120.43 | +110.36% | 26 qtrssince 2019-Q4 | Increased 55 |
ISHARES CORE MSCI EAFE ETF | 19.1M | $1.7B | 2.3% | $72.35 | +29.21% | 26 qtrssince 2019-Q4 | Increased 60 |
ISHARES US TREASURY BOND ETF | 75.3M | $1.7B | 2.3% | $21.74 | +3.78% | 26 qtrssince 2019-Q4 | Increased 58 |
MICROSOFT CORP | 4.3M | $1.6B | 2.1% | $179.34 | +105.57% | 26 qtrssince 2019-Q4 | Decreased 0 |
COCA-COLA CO/THE | 14.9M | $1.1B | 1.5% | $46.36 | +71.14% | 26 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.8M | $1.1B | 1.5% | $107.50 | +182.39% | 26 qtrssince 2019-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 3.1M | $914.4M | 1.2% | $133.37 | +125.13% | 26 qtrssince 2019-Q4 | Increased 52 |
AMAZON.COM INC | 4.3M | $886.6M | 1.2% | $121.50 | +71.79% | 26 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 2.8M | $881.4M | 1.2% | $164.68 | +87.65% | 26 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2M | $871.2M | 1.2% | $45.77 | +132.68% | 26 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 11.5M | $802.3M | 1.1% | $62.32 | +15.18% | 26 qtrssince 2019-Q4 | Increased 75 |
ISHARES TR | 7.5M | $745.5M | 1.0% | $91.01 | +7.25% | 26 qtrssince 2019-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $731.4M | 1.0% | $107.20 | +183.19% | 26 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.1M | $678M | 0.9% | $341.28 | +83.34% | 26 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 10M | $672.2M | 0.9% | $57.89 | +22.40% | 26 qtrssince 2019-Q4 | Increased 48 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 4.7M | $627.4M | 0.8% | $99.17 | +38.65% | 26 qtrssince 2019-Q4 | Increased 45 |
INVESCO S&P 500 EQUAL WEIGHT | 3.2M | $614.2M | 0.8% | $146.48 | +37.96% | 26 qtrssince 2019-Q4 | Increased 51 |
TRUIST FINANCIAL CORP manages $74.2B across 2788 positions as of Q1 2026. Top holdings: IVV (6.2%), SPY (2.8%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 197 new positions, 157 exits, 1279 increased. Top move: IEMG (INCREASED, conviction 75). Portfolio: $74.2B across 2788 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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