How many stocks does TRUIST FINANCIAL CORP own?

As of Q1 2026, TRUIST FINANCIAL CORP holds 2,788 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.2% of portfolio, worth $4.6B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$74.2B as of Q1 2026, tracked across 2,788 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 2026?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2026 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 2026

SEC EDGAR SourceSEC Filings

$74.2B

AUM

2,788

Positions

Q1 2026

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New4%Increased44%Decreased50%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.5 years

<1Q4%1-4Q9%1-2Y8%2Y+80%

Q1 2026 Summary

Active quarter - 193 new positions, 154 exits, 1281 increased. Top move: IEMG (INCREASED, conviction 75). Portfolio: $74.2B across 2788 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.15%

SPY2.76%

NVDA2.37%

AAPL2.35%

IEFA2.33%

GOVT2.33%

MSFT2.13%

KO1.53%

GOOG1.45%

JPM1.23%

Other1.20%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown50.04%

Technology13.72%

Financial Services7.08%

Industrials5.36%

Consumer Defensive5.03%

Healthcare5.00%

Consumer Cyclical4.36%

Communication Services4.20%

Energy2.40%

Utilities1.35%

Other1.44%

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

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

COHR15Q held

COHERENT CORP

Avg $35.73 · $19.3M est. P&L

Est. P&L

+808.22%

CIEN26Q held

CIENA CORP

Avg $52.66 · $2.9M est. P&L

Est. P&L

+774.90%

MU26Q held

MICRON TECHNOLOGY INC

Avg $115.09 · $111.3M est. P&L

Est. P&L

+750.93%

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.

Holdings2,788 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	7M	$4.6B	6.2%	—	$360.49	+110.30%	26 qtrssince 2019-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3.1M	$2B	2.8%	—	$310.65	+143.02%	26 qtrssince 2019-Q4	Increased 55
NVDA NVIDIA CORPORATION	10.1M	$1.8B	2.4%	—	$116.50	+81.08%	26 qtrssince 2019-Q4	Increased 55
AAPL APPLE INC	6.9M	$1.7B	2.3%	—	$119.58	+163.70%	26 qtrssince 2019-Q4	Increased 55
IEFA ETF ISHARES TR	19.1M	$1.7B	2.3%	—	$72.35	+34.38%	26 qtrssince 2019-Q4	Increased 60
GOVT ETF ISHARES TR	75.3M	$1.7B	2.3%	—	$22.15	+1.93%	26 qtrssince 2019-Q4	Increased 58
MSFT MICROSOFT CORP	4.3M	$1.6B	2.1%	—	$180.22	+113.68%	26 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	14.9M	$1.1B	1.5%	—	$46.36	+80.09%	26 qtrssince 2019-Q4	Decreased 0
GOOG ALPHABET INC	3.8M	$1.1B	1.5%	—	$107.49	+230.29%	26 qtrssince 2019-Q4	Increased 52
JPM JPMORGAN CHASE & CO	3.1M	$914.4M	1.2%	—	$132.48	+153.97%	26 qtrssince 2019-Q4	Increased 52
AMZN AMAZON COM INC	4.3M	$886.6M	1.2%	—	$121.51	+101.92%	26 qtrssince 2019-Q4	Decreased 0
AVGO BROADCOM INC	2.8M	$881.4M	1.2%	—	$165.44	+141.77%	26 qtrssince 2019-Q4	Decreased 0
IWF ETF iShares Trust RUS 1000 GRW ETF	2M	$871.2M	1.2%	—	$183.37	-32.40%	26 qtrssince 2019-Q4	Decreased 0
IEMG ETF ISHARES INC	11.5M	$802.3M	1.1%	—	$62.32	+30.48%	26 qtrssince 2019-Q4	Increased 75
AGG ETF ISHARES TR	7.5M	$745.5M	1.0%	—	$92.80	+5.69%	26 qtrssince 2019-Q4	Decreased 0
GOOGL ALPHABET INC	2.5M	$731.4M	1.0%	—	$107.22	+233.14%	26 qtrssince 2019-Q4	Decreased 0
VOO ETF VANGUARD INDEX FDS	1.1M	$678M	0.9%	—	$341.28	+103.31%	26 qtrssince 2019-Q4	Decreased 0
IJH ETF ISHARES TR	10M	$672.2M	0.9%	—	$57.89	+30.71%	26 qtrssince 2019-Q4	Increased 48
XLK ETF SELECT SECTOR SPDR TR	4.7M	$627.4M	0.8%	—	$99.17	+87.33%	26 qtrssince 2019-Q4	Increased 45
RSP ETF INVESCO EXCHANGE TRADED FD T	3.2M	$614.2M	0.8%	—	$146.48	+46.30%	26 qtrssince 2019-Q4	Increased 51
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