TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,709 positions
ISHARES TR | 6.9M | $4.6B | 6.3% | $354.27 | +86.71% | 25 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 4.3M | $2.2B | 3.0% | $175.64 | +192.48% | 25 qtrssince 2019-Q3 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 3.2M | $2.1B | 2.9% | $303.18 | +117.38% | 25 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 10.2M | $1.9B | 2.6% | $28.76 | +547.11% | 25 qtrssince 2019-Q3 | Increased 56 |
APPLE INC | 7M | $1.8B | 2.4% | $93.11 | +172.48% | 25 qtrssince 2019-Q3 | Increased 56 |
ISHARES TR | 68.7M | $1.6B | 2.1% | $21.66 | +3.30% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 16.3M | $1.4B | 1.9% | $68.04 | +23.86% | 25 qtrssince 2019-Q3 | Increased 54 |
VANGUARD INDEX FDS | 2M | $1.2B | 1.7% | $333.47 | +81.55% | 25 qtrssince 2019-Q3 | Decreased 0 |
COCA COLA CO | 15.2M | $1B | 1.4% | $45.50 | +41.99% | 25 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 2.1M | $976.7M | 1.3% | $44.87 | +160.03% | 25 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 4.4M | $961M | 1.3% | $119.12 | +84.32% | 25 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 2.9M | $955.4M | 1.3% | $54.22 | +503.95% | 25 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 2.9M | $925.6M | 1.3% | $120.33 | +155.93% | 25 qtrssince 2019-Q3 | Increased 51 |
ALPHABET INC | 3.6M | $886M | 1.2% | $75.22 | +222.95% | 25 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 7.3M | $734.6M | 1.0% | $90.09 | +6.55% | 25 qtrssince 2019-Q3 | Increased 47 |
META PLATFORMS INC | 980,892 | $720.3M | 1.0% | $302.53 | +141.92% | 25 qtrssince 2019-Q3 | Increased 47 |
SELECT SECTOR SPDR TR | 2.5M | $712.8M | 1.0% | $59.25 | +136.63% | 25 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 | 1.1M | $643.9M | 0.9% | $264.81 | +125.66% | 25 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 2.6M | $638.6M | 0.9% | $85.46 | +183.72% | 25 qtrssince 2019-Q3 | Increased 46 |
VANGUARD INDEX FDS | 3.3M | $619.7M | 0.8% | $114.50 | +59.62% | 25 qtrssince 2019-Q3 | Increased 46 |
TRUIST FINANCIAL CORP manages $74B across 2709 positions as of Q3 2025. Top holdings: IVV (6.3%), MSFT (3.0%), SPY (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 216 new positions, 103 exits, 1203 increased. Top move: NVDA (INCREASED, conviction 56). Portfolio: $74.0B across 2709 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
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