TRUIST FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,757 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 7M | $4.8B | 6.4% | $360.49 | +91.39% | 25 qtrssince 2019-Q4 | Increased 63 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.1M | $2.1B | 2.8% | $308.17 | +122.93% | 25 qtrssince 2019-Q4 | Decreased 0 |
MICROSOFT CORP | 4.3M | $2.1B | 2.8% | $179.34 | +167.96% | 25 qtrssince 2019-Q4 | Increased 55 |
NVIDIA CORP | 10M | $1.9B | 2.5% | $116.09 | +61.55% | 25 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 6.8M | $1.9B | 2.5% | $120.09 | +125.76% | 25 qtrssince 2019-Q4 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 71M | $1.6B | 2.2% | $21.69 | +3.96% | 25 qtrssince 2019-Q4 | Increased 57 |
ISHARES CORE MSCI EAFE ETF | 17.6M | $1.6B | 2.1% | $70.46 | +27.54% | 25 qtrssince 2019-Q4 | Increased 59 |
VANGUARD S&P 500 ETF | 2M | $1.3B | 1.7% | $341.28 | +85.10% | 25 qtrssince 2019-Q4 | Increased 51 |
ALPHABET INC-CL C | 3.6M | $1.1B | 1.5% | $100.23 | +213.84% | 25 qtrssince 2019-Q4 | Decreased 0 |
COCA-COLA CO/THE | 15M | $1.1B | 1.4% | $46.36 | +51.15% | 25 qtrssince 2019-Q4 | Decreased 0 |
BROADCOM INC | 3M | $1B | 1.4% | $164.68 | +109.39% | 25 qtrssince 2019-Q4 | Increased 51 |
AMAZON.COM INC | 4.4M | $1B | 1.4% | $121.50 | +91.38% | 25 qtrssince 2019-Q4 | Increased 50 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.1M | $988.7M | 1.3% | $45.77 | +158.05% | 25 qtrssince 2019-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 3M | $968.7M | 1.3% | $127.70 | +152.12% | 25 qtrssince 2019-Q4 | Increased 51 |
ALPHABET INC-CL A | 2.6M | $813.8M | 1.1% | $107.20 | +192.77% | 25 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 7.6M | $763.1M | 1.0% | $91.01 | +7.22% | 25 qtrssince 2019-Q4 | Increased 52 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 4.7M | $673M | 0.9% | $98.80 | +47.18% | 25 qtrssince 2019-Q4 | Increased 69 |
META PLATFORMS INC-CLASS A | 998,921 | $659.4M | 0.9% | $312.37 | +113.19% | 25 qtrssince 2019-Q4 | Increased 45 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.1M | $649.2M | 0.9% | $265.91 | +132.95% | 25 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 9.3M | $611.7M | 0.8% | $56.93 | +17.16% | 25 qtrssince 2019-Q4 | Decreased 0 |
TRUIST FINANCIAL CORP manages $75B across 2757 positions as of Q4 2025. Top holdings: IVV (6.4%), SPY (2.8%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 180 new positions, 125 exits, 1120 increased. Top move: XLK (INCREASED, conviction 69). Portfolio: $75.0B across 2757 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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