How many stocks does TRUIST FINANCIAL CORP own?

As of Q4 2024, TRUIST FINANCIAL CORP holds 2,509 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.7% of portfolio, worth $4.3B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$63.9B as of Q4 2024, tracked across 2,509 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 Q4 2024?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 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 Q4 2024

SEC EDGAR SourceSEC Filings

$63.9B

AUM

2,509

Positions

Q4 2024

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q4'24

New4%Increased46%Decreased46%Exited3%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.9 years

<1Q4%1-4Q7%1-2Y7%2Y+82%

Q4 2024 Summary

Active quarter - 166 new positions, 161 exits, 1081 increased. Top move: AAPL (INCREASED, conviction 56). Portfolio: $63.9B across 2509 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.70%

SPY3.04%

AAPL2.86%

MSFT2.77%

GOVT2.41%

NVDA2.00%

VOO1.69%

KO1.53%

AMZN1.44%

IWF1.36%

Other1.25%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown49.17%

Technology14.04%

Financial Services7.93%

Healthcare5.52%

Consumer Cyclical5.24%

Industrials4.76%

Consumer Defensive4.65%

Communication Services4.01%

Energy2.13%

Utilities1.10%

Other1.46%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SOUN6Q held

SOUNDHOUND AI INC

Avg $3.01 · $2M est. P&L

Est. P&L

+652.51%

STRL9Q held

STERLING INFRASTRUCTURE INC

Avg $32.80 · $205,987 est. P&L

Est. P&L

+419.51%

FIX15Q held

COMFORT SYS USA INC

Avg $93.69 · $13.2M est. P&L

Est. P&L

+356.61%

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 Holdings2,509 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	7.3M	$4.3B	6.7%	—	$356.81	+63.52%	21 qtrssince 2019-Q4	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	3.3M	$1.9B	3.0%	—	$308.23	+88.62%	21 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	7.3M	$1.8B	2.9%	—	$115.38	+117.40%	21 qtrssince 2019-Q4	Increased 56
MSFT MICROSOFT CORP	4.2M	$1.8B	2.8%	—	$172.29	+144.78%	21 qtrssince 2019-Q4	Increased 55
GOVT ETF ISHARES TR	67M	$1.5B	2.4%	—	$22.05	-1.88%	21 qtrssince 2019-Q4	Increased 56
NVDA NVIDIA CORPORATION	9.5M	$1.3B	2.0%	—	$113.88	+20.69%	21 qtrssince 2019-Q4	Increased 51
VOO ETF VANGUARD INDEX FDS	2M	$1.1B	1.7%	—	$333.81	+60.10%	21 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	15.7M	$978.5M	1.5%	—	$46.36	+29.96%	21 qtrssince 2019-Q4	Decreased 0
AMZN AMAZON COM INC	4.2M	$919.3M	1.4%	—	$116.55	+89.88%	21 qtrssince 2019-Q4	Increased 51
IWF ETF ISHARES TR	2.2M	$872.1M	1.4%	—	$182.81	+120.77%	21 qtrssince 2019-Q4	Increased 50
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