TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2019
Top Holdings776 positions
ISHARES TR | 2.8M | $182.8M | 3.1% | $53.71 | 0.00% | 1 qtr | First report 0 |
| 3M | $160.6M | 2.8% | — | — | — | First report 0 | |
STATE STR SPDR S&P 500 ETF T | 480,615 | $142.6M | 2.4% | $268.52 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 972,032 | $135.1M | 2.3% | $130.73 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 694,647 | $134.2M | 2.3% | $34.90 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.6M | $123.7M | 2.1% | $69.87 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.2M | $123.2M | 2.1% | $50.72 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.8M | $105.2M | 1.8% | $47.28 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 600,779 | $95.9M | 1.6% | $38.18 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 419,432 | $93.9M | 1.6% | $53.73 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.1M | $84.6M | 1.5% | $34.86 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 243,757 | $66.4M | 1.1% | $245.83 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 286,735 | $64.2M | 1.1% | $52.74 | 0.00% | 1 qtr | First report 0 |
ISHARES INC | 1.2M | $57.1M | 1.0% | $40.45 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 434,362 | $55.7M | 1.0% | $111.37 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 396,264 | $54.3M | 0.9% | $110.04 | 0.00% | 1 qtr | First report 0 |
CISCO SYS INC | 1.1M | $53.4M | 0.9% | $40.16 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 293,516 | $52.3M | 0.9% | $176.39 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 862,220 | $52M | 0.9% | $39.77 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 383,305 | $49.6M | 0.9% | $106.81 | 0.00% | 1 qtr | First report 0 |
TRUIST FINANCIAL CORP manages $5.8B across 776 positions as of Q3 2019. Top holdings: EFA (3.1%), BB&T CORP (2.8%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 776 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $5.8B across 776 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 Losers
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