Institutional investor · Portfolio as of Q2 2022
Quarterly Portfolio Change
TRUIST FINANCIAL CORP manages $54.3B across 2609 positions as of Q2 2022. Top holdings: IVV (4.2%), SPY (2.4%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 164 new positions, 208 exits, 0 increased. Top move: IVV (INCREASED, conviction 60). Portfolio: $54.3B across 2609 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Behavioral investing profile