How many stocks does TRUIST FINANCIAL CORP own?

As of Q2 2025, TRUIST FINANCIAL CORP holds 2,591 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.3% of portfolio, worth $4.3B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$68.3B as of Q2 2025, tracked across 2,591 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 Q2 2025?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q2 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 Q2 2025

SEC EDGAR SourceSEC Filings

$68.3B

AUM

2,591

Positions

Q2 2025

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q2'25

New2%Increased59%Decreased38%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.1 years

<1Q4%1-4Q9%1-2Y7%2Y+81%

Q2 2025 Summary

Active quarter - 168 new positions, 121 exits, 1050 increased. Top move: IEFA (INCREASED, conviction 67). Portfolio: $68.3B across 2591 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.31%

MSFT3.07%

SPY2.91%

GOVT2.32%

NVDA2.32%

AAPL2.05%

IEFA1.86%

VOO1.69%

KO1.59%

AMZN1.41%

Other1.31%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown49.36%

Technology14.41%

Financial Services8.16%

Industrials5.01%

Healthcare4.98%

Consumer Cyclical4.84%

Consumer Defensive4.60%

Communication Services4.07%

Energy1.93%

Utilities1.20%

Other1.45%

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

CRS12Q held

CARPENTER TECHNOLOGY CORP

Avg $37.79 · $507,835 est. P&L

Est. P&L

+628.20%

ACMR3Q held

ACM RESH INC

Avg $16.16 · $1.9M est. P&L

Est. P&L

+537.21%

FIX17Q held

COMFORT SYS USA INC

Avg $111.48 · $16.9M est. P&L

Est. P&L

+379.26%

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.

Holdings2,591 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	6.9M	$4.3B	6.3%	—	$356.81	+71.92%	23 qtrssince 2019-Q4	Decreased 0
MSFT MICROSOFT CORP	4.2M	$2.1B	3.1%	—	$175.13	+182.18%	23 qtrssince 2019-Q4	Increased 59
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3.2M	$2B	2.9%	—	$308.23	+98.36%	23 qtrssince 2019-Q4	Decreased 0
GOVT ETF ISHARES TR	69.1M	$1.6B	2.3%	—	$22.06	+1.41%	23 qtrssince 2019-Q4	Decreased 0
NVDA NVIDIA CORPORATION	10.1M	$1.6B	2.3%	—	$114.91	+37.27%	23 qtrssince 2019-Q4	Increased 56
AAPL APPLE INC	6.8M	$1.4B	2.1%	—	$115.38	+73.75%	23 qtrssince 2019-Q4	Decreased 0
IEFA ETF ISHARES TR	15.2M	$1.3B	1.9%	—	$67.85	+20.46%	23 qtrssince 2019-Q4	Increased 67
VOO ETF VANGUARD INDEX FDS	2M	$1.2B	1.7%	—	$336.72	+66.90%	23 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	15.4M	$1.1B	1.6%	—	$46.36	+49.51%	23 qtrssince 2019-Q4	Decreased 0
AMZN AMAZON COM INC	4.4M	$962.7M	1.4%	—	$120.96	+84.60%	23 qtrssince 2019-Q4	Increased 52
IWF ETF iShares Trust RUS 1000 GRW ETF	2.1M	$894M	1.3%	—	$182.81	+130.22%	23 qtrssince 2019-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	2.9M	$839.8M	1.2%	—	$119.52	+136.84%	23 qtrssince 2019-Q4	Increased 50
AVGO BROADCOM INC	3M	$817.1M	1.2%	—	$161.01	+66.68%	23 qtrssince 2019-Q4	Increased 51
XLK ETF SELECT SECTOR SPDR TR	2.9M	$728.1M	1.1%	—	$59.24	+111.05%	23 qtrssince 2019-Q4	Increased 53
META META PLATFORMS INC	941,299	$694.8M	1.0%	—	$287.53	+154.77%	23 qtrssince 2019-Q4	Increased 51
AGG ETF ISHARES TR	6.9M	$688M	1.0%	—	$92.15	+4.45%	23 qtrssince 2019-Q4	Increased 52
GOOG ALPHABET INC	3.6M	$643.4M	0.9%	—	$99.79	+78.36%	23 qtrssince 2019-Q4	Increased 44
RSP ETF INVESCO EXCHANGE TRADED FD T	3.3M	$598.7M	0.9%	—	$137.55	+30.42%	23 qtrssince 2019-Q4	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	1M	$573.6M	0.8%	—	$255.57	+113.93%	23 qtrssince 2019-Q4	Decreased 0
VTV ETF VANGUARD INDEX FDS	3.2M	$571.9M	0.8%	—	$114.25	+52.23%	23 qtrssince 2019-Q4	Increased 47
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