Institutional investor · Portfolio as of Q2 2024
Quarterly Portfolio Change
TRUIST FINANCIAL CORP manages $65.6B across 2627 positions as of Q2 2024. Top holdings: IVV (5.7%), MSFT (3.2%), SPY (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 165 new positions, 139 exits, 955 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $65.6B across 2627 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile