How many stocks does TRUIST FINANCIAL CORP own?

As of Q3 2022, TRUIST FINANCIAL CORP holds 2,493 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 4.2% of portfolio, worth $2.2B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$52B as of Q3 2022, tracked across 2,493 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 Q3 2022?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 2022 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

TRUIST FINANCIAL CORP

Institutional investor · Portfolio as of Q3 2022

Elite(4.5 / 5.0)

$52B

AUM

2,493

Positions

119

New

Q3 2022

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

TRUIST FINANCIAL CORP manages $52B across 2493 positions as of Q3 2022. Top holdings: IVV (4.2%), SPY (2.4%), MSFT (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q3 2022 Summary

Active quarter - 119 new positions, 235 exits, 1020 increased. Top move: GOVT (INCREASED, conviction 60). Portfolio: $52.0B across 2493 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV4.17%

SPY2.40%

MSFT2.19%

AAPL2.10%

KO1.95%

GOVT1.84%

RSP1.43%

HD1.17%

VTV1.10%

JNJ1.06%

Other0.95%

Similar Funds

Funds with similar investing DNA

BLAIR WILLIAM & CO/IL

$37.3B

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FTAI12Q held

FORTRESS TRANS INFRST INVS L

Avg $12.45 · $3.4M est. P&L

Est. P&L

+2163.31%

CLMT12Q held

CALUMET SPECIALTY PRODS PART

Avg $3.62 · $488,531 est. P&L

Est. P&L

+670.44%

SM8Q held

SM ENERGY CO

Avg $5.69 · $265,807 est. P&L

Est. P&L

+513.66%

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 Holdings10 of 2508

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF ISHARES TR	6.1M	$2.2B	4.2%	—	$321.76	+8.09%	12 qtrssince 2019-Q4	Increased 58
SPYUnit SPDR S&P 500 ETF TR	3.5M	$1.3B	2.4%	—	$298.79	+16.18%	12 qtrssince 2019-Q4	Increased 56
MSFT MICROSOFT CORP	4.9M	$1.1B	2.2%	—	$151.57	+52.60%	12 qtrssince 2019-Q4	Increased 54
AAPL APPLE INC	7.9M	$1.1B	2.1%	—	$100.59	+39.18%	12 qtrssince 2019-Q4	Increased 55
KO COCA COLA CO	18.1M	$1B	1.9%	—	$45.79	+12.11%	12 qtrssince 2019-Q4	Decreased 0
GOVTETF ISHARES TR	42.2M	$959.5M	1.8%	—	$22.43	-8.22%	12 qtrssince 2019-Q4	Increased 60
RSPETF INVESCO EXCHANGE TRADED FD T	5.9M	$746.9M	1.4%	—	$136.87	-10.97%	12 qtrssince 2019-Q4	Increased 53
HD HOME DEPOT INC	2.2M	$608.6M	1.2%	—	$195.61	+31.04%	12 qtrssince 2019-Q4	Increased 52
VTVETF VANGUARD INDEX FDS	4.6M	$573.1M	1.1%	—	$107.91	+7.08%	12 qtrssince 2019-Q4	Increased 50
JNJ JOHNSON & JOHNSON	3.4M	$551.8M	1.1%	—	$124.28	+20.07%	12 qtrssince 2019-Q4	Increased 50
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