How many stocks does TRUIST FINANCIAL CORP own?

As of Q1 2025, TRUIST FINANCIAL CORP holds 2,519 positions in their 13F portfolio.

What is TRUIST FINANCIAL CORP's largest holding?

IVV at 6.4% of portfolio, worth $4B.

What is TRUIST FINANCIAL CORP's total portfolio value?

$62.3B as of Q1 2025, tracked across 2,519 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 2025?

View TRUIST FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2025 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 2025

Elite(4.5 / 5.0)

$62.3B

AUM

2,519

Positions

185

New

Q1 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

TRUIST FINANCIAL CORP manages $62.3B across 2519 positions as of Q1 2025. Top holdings: IVV (6.4%), SPY (2.9%), GOVT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q1 2025 Summary

Active quarter - 185 new positions, 154 exits, 1102 increased. Top move: IEFA (INCREASED, conviction 60). Portfolio: $62.3B across 2519 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.40%

SPY2.90%

GOVT2.56%

MSFT2.51%

AAPL2.43%

KO1.78%

NVDA1.70%

VOO1.68%

IEFA1.32%

AMZN1.29%

Other1.24%

Similar Funds

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CRS11Q held

CARPENTER TECHNOLOGY CORP

Avg $37.79 · $412,314 est. P&L

Est. P&L

+378.02%

BJ22Q held

BJS WHSL CLUB HLDGS INC

Avg $27.89 · $11.3M est. P&L

Est. P&L

+301.25%

MCK22Q held

MCKESSON CORP

Avg $166.54 · $36.5M est. P&L

Est. P&L

+299.89%

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 2542

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF ISHARES TR	7.1M	$4B	6.4%	—	$356.81	+54.91%	22 qtrssince 2019-Q4	Decreased 0
SPYUnit SPDR S&P 500 ETF TR	3.2M	$1.8B	2.9%	—	$308.23	+78.72%	22 qtrssince 2019-Q4	Decreased 0
GOVTETF ISHARES TR	69.6M	$1.6B	2.6%	—	$22.06	+0.64%	22 qtrssince 2019-Q4	Increased 57
MSFT MICROSOFT CORP	4.2M	$1.6B	2.5%	—	$172.29	+118.69%	22 qtrssince 2019-Q4	Decreased 0
AAPL APPLE INC	6.8M	$1.5B	2.4%	—	$115.38	+88.04%	22 qtrssince 2019-Q4	Decreased 0
KO COCA COLA CO	15.6M	$1.1B	1.8%	—	$46.36	+48.54%	22 qtrssince 2019-Q4	Decreased 0
NVDA NVIDIA CORP	9.8M	$1.1B	1.7%	—	$113.76	-3.62%	22 qtrssince 2019-Q4	Increased 52
VOOETF VANGUARD INDEX FDS	2M	$1B	1.7%	—	$336.72	+50.37%	22 qtrssince 2019-Q4	Increased 51
IEFAETF ISHARES TR	10.9M	$823.4M	1.3%	—	$62.28	+18.22%	22 qtrssince 2019-Q4	Increased 60
AMZN AMAZON COM INC	4.2M	$808.1M	1.3%	—	$117.57	+63.92%	22 qtrssince 2019-Q4	Increased 51
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