How many stocks does TRUIST FINANCIAL CORP own?

As of Q3 2024, TRUIST FINANCIAL CORP holds 2,483 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.7% of portfolio, worth $4.2B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$63.6B as of Q3 2024, tracked across 2,483 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 2024?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 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 Q3 2024

Elite(4.5 / 5.0)

$63.6B

AUM

2,483

Positions

140

New

Q3 2024

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

TRUIST FINANCIAL CORP manages $63.6B across 2483 positions as of Q3 2024. Top holdings: IVV (6.7%), SPY (3.0%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q3 2024 Summary

Active quarter - 140 new positions, 284 exits, 930 increased. Top move: IVV (INCREASED, conviction 67). Portfolio: $63.6B across 2483 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.66%

SPY3.02%

MSFT2.83%

AAPL2.59%

GOVT2.40%

KO1.82%

NVDA1.78%

VOO1.70%

RSP1.46%

IWF1.27%

Other1.20%

Similar Funds

Funds with similar investing DNA

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$37.3B

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+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MTH20Q held

MERITAGE HOMES CORP

Avg $20.04 · $134,849 est. P&L

Est. P&L

+393.65%

URI20Q held

UNITED RENTALS INC

Avg $168.79 · $13.4M est. P&L

Est. P&L

+376.06%

VST20Q held

VISTRA CORP COM

Avg $24.84 · $847,416 est. P&L

Est. P&L

+370.58%

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 2498

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF ISHARES TR	7.4M	$4.2B	6.7%	—	$356.81	+58.29%	20 qtrssince 2019-Q4	Increased 67
SPYUnit SPDR S&P 500 ETF TR	3.4M	$1.9B	3.0%	—	$308.23	+82.64%	20 qtrssince 2019-Q4	Decreased 0
MSFT MICROSOFT CORP	4.2M	$1.8B	2.8%	—	$171.97	+146.57%	20 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	7.1M	$1.7B	2.6%	—	$111.31	+103.31%	20 qtrssince 2019-Q4	Increased 55
GOVTETF ISHARES TR	65.4M	$1.5B	2.4%	—	$22.06	+1.48%	20 qtrssince 2019-Q4	Increased 65
KO COCA COLA CO	16.2M	$1.2B	1.8%	—	$46.36	+49.29%	20 qtrssince 2019-Q4	Decreased 0
NVDA NVIDIA CORP	9.4M	$1.1B	1.8%	—	$113.49	+6.93%	20 qtrssince 2019-Q4	Increased 51
VOOETF VANGUARD INDEX FDS	2.1M	$1.1B	1.7%	—	$333.81	+54.98%	20 qtrssince 2019-Q4	Decreased 0
RSPETF INVESCO EXCHANGE TRADED FD T	5.2M	$929M	1.5%	—	$137.55	+27.42%	20 qtrssince 2019-Q4	Decreased 0
IWFETF ISHARES TR	2.2M	$811.2M	1.3%	—	$181.75	+104.56%	20 qtrssince 2019-Q4	Decreased 0
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