TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,591 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 6.9M | $4.3B | 6.3% | $356.81 | +71.92% | 23 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 4.2M | $2.1B | 3.1% | $174.27 | +182.63% | 23 qtrssince 2019-Q4 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.2M | $2B | 2.9% | $308.17 | +98.40% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 69.1M | $1.6B | 2.3% | $21.66 | +1.77% | 23 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 10.1M | $1.6B | 2.3% | $114.91 | +37.27% | 23 qtrssince 2019-Q4 | Increased 56 |
APPLE INC | 6.8M | $1.4B | 2.1% | $116.29 | +75.58% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 15.2M | $1.3B | 1.9% | $67.85 | +20.47% | 23 qtrssince 2019-Q4 | Increased 67 |
VANGUARD S&P 500 ETF | 2M | $1.2B | 1.7% | $336.72 | +66.90% | 23 qtrssince 2019-Q4 | Decreased 0 |
COCA-COLA CO/THE | 15.4M | $1.1B | 1.6% | $46.36 | +49.51% | 23 qtrssince 2019-Q4 | Decreased 0 |
AMAZON.COM INC | 4.4M | $962.7M | 1.4% | $120.96 | +84.61% | 23 qtrssince 2019-Q4 | Increased 52 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.1M | $894M | 1.3% | $45.64 | +131.74% | 23 qtrssince 2019-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.9M | $839.8M | 1.2% | $120.47 | +134.97% | 23 qtrssince 2019-Q4 | Increased 50 |
BROADCOM INC | 3M | $817.1M | 1.2% | $160.36 | +70.64% | 23 qtrssince 2019-Q4 | Increased 51 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 2.9M | $728.1M | 1.1% | $59.24 | +111.06% | 23 qtrssince 2019-Q4 | Increased 53 |
META PLATFORMS INC-CLASS A | 941,299 | $694.8M | 1.0% | $287.49 | +154.80% | 23 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR | 6.9M | $688M | 1.0% | $90.39 | +4.79% | 23 qtrssince 2019-Q4 | Increased 52 |
ALPHABET INC-CL C | 3.6M | $643.4M | 0.9% | $99.80 | +78.35% | 23 qtrssince 2019-Q4 | Increased 44 |
INVESCO S&P 500 EQUAL WEIGHT | 3.3M | $598.7M | 0.9% | $137.55 | +30.42% | 23 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1M | $573.6M | 0.8% | $255.49 | +114.00% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD VALUE ETF | 3.2M | $571.9M | 0.8% | $114.25 | +52.23% | 23 qtrssince 2019-Q4 | Increased 47 |
TRUIST FINANCIAL CORP manages $68.3B across 2591 positions as of Q2 2025. Top holdings: IVV (6.3%), MSFT (3.1%), SPY (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 167 new positions, 120 exits, 1051 increased. Top move: IEFA (INCREASED, conviction 67). Portfolio: $68.3B across 2591 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
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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