How many stocks does TRUIST FINANCIAL CORP own?

As of Q4 2019, TRUIST FINANCIAL CORP holds 2,486 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

CCL at 4.0% of portfolio, worth $2B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$49.2B as of Q4 2019, tracked across 2,486 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 2019?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 2019 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.

HoldingsIntel

TRUIST FINANCIAL CORP Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

TRUIST FINANCIAL CORP

Institutional investor · Portfolio as of Q4 2019

SEC EDGAR SourceSEC Filings

$49.2B

AUM

2,486

Positions

Q4 2019

Filing

Rating · 4.0

Quarterly Portfolio Change

Not enough history yet

Activity profile

$ moved · Q4'19

New100%Increased0%Decreased0%Exited0%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg <1 quarter

<1Q98%1-4Q0%1-2Y0%2Y+2%

Q4 2019 Summary

Active quarter - 2489 new positions, 0 exits, 0 increased. Top move: CCL (NEW, conviction 88). Portfolio: $49.2B across 2486 positions.

Portfolio Allocation

Top holdings by portfolio weight

CCL4.01%

IVV2.73%

KO2.27%

SPY2.03%

MSFT1.83%

AAPL1.44%

GOVT1.04%

JNJ0.96%

IWF0.95%

IEFA0.92%

Other0.90%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown37.66%

Consumer Cyclical10.11%

Healthcare9.68%

Technology9.58%

Financial Services9.12%

Consumer Defensive6.20%

Industrials5.61%

Communication Services4.61%

Energy2.81%

Real Estate2.12%

Other2.49%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

HNRG1Q held

HALLADOR ENERGY COMPANY

Avg $2.82 · $3.4M est. P&L

Est. P&L

+543.62%

ATMP1Q held

BARCLAYS BANK PLC

Avg $12.26 · $1.5M est. P&L

Est. P&L

+194.29%

GREK1Q held

Global X MSCI Greece ETF

Avg $25.00 · $8.3M est. P&L

Est. P&L

+182.00%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings2,526 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
CCL CARNIVAL CORP	39.2M	$2B	4.0%	—	$50.20	0.00%	1 qtr	New 88
IVV ETF ISHARES TR	4.2M	$1.4B	2.7%	—	$294.56	0.00%	1 qtr	New 83
KO COCA COLA CO	20.4M	$1.1B	2.3%	—	$45.98	0.00%	1 qtr	New 83
SPY Unit STATE STR SPDR S&P 500 ETF T	3.1M	$1B	2.0%	—	$294.23	0.00%	1 qtr	New 83
MSFT MICROSOFT CORP	5.8M	$908.9M	1.8%	—	$149.63	0.00%	1 qtr	New 73
AAPL APPLE INC	2.4M	$713.4M	1.4%	—	$70.27	0.00%	1 qtr	New 72
GOVT ETF ISHARES TR	20M	$518.5M	1.0%	—	$22.48	0.00%	1 qtr	New 72
JNJ JOHNSON & JOHNSON	3.3M	$478.6M	1.0%	—	$122.72	0.00%	1 qtr	New 61
IWF ETF ISHARES TR	2.7M	$471.9M	1.0%	—	$168.90	0.00%	1 qtr	New 61
IEFA ETF ISHARES TR	7M	$455.1M	0.9%	—	$54.09	0.00%	1 qtr	New 61
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