How many stocks does TRUIST FINANCIAL CORP own?

As of Q1 2024, TRUIST FINANCIAL CORP holds 2,611 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 5.4% of portfolio, worth $3.6B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$66B as of Q1 2024, tracked across 2,611 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 Q1 2024?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2024 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 Q1 2024

SEC EDGAR SourceSEC Filings

$66B

AUM

2,611

Positions

Q1 2024

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'24

New2%Increased44%Decreased52%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.4 years

<1Q3%1-4Q7%1-2Y7%2Y+83%

Q1 2024 Summary

Active quarter - 167 new positions, 183 exits, 1024 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $66.0B across 2611 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV5.43%

MSFT3.00%

SPY2.81%

GOVT2.01%

RSP1.88%

AAPL1.78%

VOO1.74%

KO1.50%

NVDA1.29%

AMZN1.16%

Other1.11%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown46.14%

Technology13.14%

Financial Services8.49%

Healthcare7.44%

Consumer Cyclical5.64%

Industrials5.16%

Consumer Defensive5.08%

Communication Services3.56%

Energy2.34%

Basic Materials1.16%

Other1.86%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

UNFI18Q held

UNITED NAT FOODS INC

Avg $11.26 · $628,946 est. P&L

Est. P&L

+349.08%

MTH18Q held

MERITAGE HOMES CORP

Avg $20.04 · $3.3M est. P&L

Est. P&L

+321.66%

URI18Q held

UNITED RENTALS INC

Avg $168.79 · $20.6M est. P&L

Est. P&L

+319.70%

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.

Top Holdings2,611 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	6.8M	$3.6B	5.4%	—	$340.45	+50.89%	18 qtrssince 2019-Q4	Increased 63
MSFT MICROSOFT CORP	4.7M	$2B	3.0%	—	$171.97	+141.50%	18 qtrssince 2019-Q4	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	3.5M	$1.9B	2.8%	—	$308.23	+66.12%	18 qtrssince 2019-Q4	Decreased 0
GOVT ETF ISHARES TR	58.2M	$1.3B	2.0%	—	$22.00	-2.99%	18 qtrssince 2019-Q4	Increased 57
RSP ETF INVESCO EXCHANGE TRADED FD T	7.3M	$1.2B	1.9%	—	$137.55	+19.66%	18 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	6.9M	$1.2B	1.8%	—	$107.90	+57.48%	18 qtrssince 2019-Q4	Decreased 0
VOO ETF VANGUARD INDEX FDS	2.4M	$1.1B	1.7%	—	$333.81	+40.86%	18 qtrssince 2019-Q4	Increased 53
KO COCA COLA CO	16.2M	$990.2M	1.5%	—	$46.20	+25.82%	18 qtrssince 2019-Q4	Decreased 0
NVDA NVIDIA CORPORATION	939,332	$848.7M	1.3%	—	$24.10	+274.67%	18 qtrssince 2019-Q4	Decreased 0
AMZN AMAZON COM INC	4.2M	$763.4M	1.2%	—	$113.89	+58.38%	18 qtrssince 2019-Q4	Increased 51
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