How many stocks does TRUIST FINANCIAL CORP own?

As of Q1 2024, TRUIST FINANCIAL CORP holds 2,601 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?

$65.9B as of Q1 2024, tracked across 2,601 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.

TRUIST FINANCIAL CORP Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

TRUIST FINANCIAL CORP

Institutional investor · Portfolio as of Q1 2024

Elite(4.5 / 5.0)

$65.9B

AUM

2,601

Positions

167

New

Q1 2024

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

TRUIST FINANCIAL CORP manages $65.9B across 2601 positions as of Q1 2024. Top holdings: IVV (5.4%), MSFT (3.0%), SPY (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q1 2024 Summary

Active quarter - 167 new positions, 183 exits, 1024 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $65.9B across 2601 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%

Similar Funds

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$37.3B

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

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%

WING18Q held

WINGSTOP INC

Avg $92.58 · $530,726 est. P&L

Est. P&L

+293.23%

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 2611

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF 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
SPYUnit SPDR S&P 500 ETF TR	3.5M	$1.9B	2.8%	—	$308.23	+66.12%	18 qtrssince 2019-Q4	Decreased 0
GOVTETF ISHARES TR	58.2M	$1.3B	2.0%	—	$22.00	-2.99%	18 qtrssince 2019-Q4	Increased 57
RSPETF 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
VOOETF 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 CORP	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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