How many stocks does TRUIST FINANCIAL CORP own?

As of Q4 2025, TRUIST FINANCIAL CORP holds 2,757 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.4% of portfolio, worth $4.8B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$75B as of Q4 2025, tracked across 2,757 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 Q4 2025?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 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 Q4 2025

SEC EDGAR SourceSEC Filings

$75B

AUM

2,757

Positions

Q4 2025

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q4'25

New2%Increased53%Decreased42%Exited3%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.4 years

<1Q3%1-4Q10%1-2Y8%2Y+79%

Q4 2025 Summary

Active quarter - 180 new positions, 125 exits, 1120 increased. Top move: XLK (INCREASED, conviction 69). Portfolio: $75.0B across 2757 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.40%

SPY2.84%

MSFT2.76%

NVDA2.50%

AAPL2.48%

GOVT2.18%

IEFA2.09%

VOO1.71%

GOOG1.51%

KO1.40%

Other1.37%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown49.32%

Technology14.88%

Financial Services7.75%

Healthcare5.12%

Industrials4.82%

Consumer Cyclical4.67%

Consumer Defensive4.59%

Communication Services4.53%

Energy1.80%

Utilities1.22%

Other1.31%

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

Upgrade to see all dimensions

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX19Q held

COMFORT SYS USA INC

Avg $111.48 · $21M est. P&L

Est. P&L

+749.41%

IREN8Q held

IREN LIMITED

Avg $6.89 · $1.7M est. P&L

Est. P&L

+455.89%

BBVA25Q held

BANCO BILBAO VIZCAYA ARGENTA

Avg $4.46 · $2.8M est. P&L

Est. P&L

+426.20%

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.

Holdings2,757 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	7M	$4.8B	6.4%	—	$360.49	+91.38%	25 qtrssince 2019-Q4	Increased 63
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3.1M	$2.1B	2.8%	—	$308.23	+122.89%	25 qtrssince 2019-Q4	Decreased 0
MSFT MICROSOFT CORP	4.3M	$2.1B	2.8%	—	$180.22	+170.49%	25 qtrssince 2019-Q4	Increased 55
NVDA NVIDIA CORPORATION	10M	$1.9B	2.5%	—	$116.09	+61.55%	25 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	6.8M	$1.9B	2.5%	—	$119.21	+128.86%	25 qtrssince 2019-Q4	Decreased 0
GOVT ETF ISHARES TR	71M	$1.6B	2.2%	—	$22.09	+4.17%	25 qtrssince 2019-Q4	Increased 57
IEFA ETF ISHARES TR	17.6M	$1.6B	2.1%	—	$70.46	+27.54%	25 qtrssince 2019-Q4	Increased 59
VOO ETF VANGUARD INDEX FDS	2M	$1.3B	1.7%	—	$341.28	+85.10%	25 qtrssince 2019-Q4	Increased 51
GOOG ALPHABET INC	3.6M	$1.1B	1.5%	—	$100.22	+213.86%	25 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	15M	$1.1B	1.4%	—	$46.36	+51.15%	25 qtrssince 2019-Q4	Decreased 0
AVGO BROADCOM INC	3M	$1B	1.4%	—	$165.44	+111.47%	25 qtrssince 2019-Q4	Increased 51
AMZN AMAZON COM INC	4.4M	$1B	1.4%	—	$121.51	+91.37%	25 qtrssince 2019-Q4	Increased 50
IWF ETF iShares Trust RUS 1000 GRW ETF	2.1M	$988.7M	1.3%	—	$183.37	+160.10%	25 qtrssince 2019-Q4	Increased 50
JPM JPMORGAN CHASE & CO	3M	$968.7M	1.3%	—	$126.79	+153.94%	25 qtrssince 2019-Q4	Increased 51
GOOGL ALPHABET INC	2.6M	$813.8M	1.1%	—	$107.22	+192.73%	25 qtrssince 2019-Q4	Decreased 0
AGG ETF ISHARES TR	7.6M	$763.1M	1.0%	—	$92.80	+7.55%	25 qtrssince 2019-Q4	Increased 52
XLK ETF SELECT SECTOR SPDR TR	4.7M	$673M	0.9%	—	$98.80	+47.18%	25 qtrssince 2019-Q4	Increased 69
META META PLATFORMS INC	998,921	$659.4M	0.9%	—	$312.40	+113.17%	25 qtrssince 2019-Q4	Increased 45
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	1.1M	$649.2M	0.9%	—	$265.99	+132.87%	25 qtrssince 2019-Q4	Decreased 0
IJH ETF ISHARES TR	9.3M	$611.7M	0.8%	—	$56.93	+17.16%	25 qtrssince 2019-Q4	Decreased 0
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