§ 13F · FUND PROFILE
TRUIST FINANCIAL CORP.
Truist, regional bank, wealth management
AUM · $68340.6T (13F)Positions · 4895Turnover · 92% · Q4Filed · Feb 2, 2026
CONCENTRATION
18%
Top 10 holdings
NEW BUYS
+256
+$241.4T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → MEDIA
-0pp · +0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 4.16M | $2847.6T | 3.8% | — |
| 2 | IVV | ISHARES TR | 2.80M | $1916.6T | 2.6% | — |
| 3 | SPY | SPDR S&P 500 ETF TR | 2.07M | $1409.0T | 1.9% | — |
| 4 | MSFT | MICROSOFT CORP | 2.33M | $1125.3T | 1.5% | — |
| 5 | AAPL | APPLE INC | 4.01M | $1090.4T | 1.5% | +50% |
| 6 | NVDA | NVIDIA CORPORATION | 5.62M | $1047.3T | 1.4% | — |
| 7 | VOO | VANGUARD INDEX FDS | 1.57M | $985.9T | 1.3% | +2% |
| 8 | IEFA | ISHARES TR | 10.88M | $973.2T | 1.3% | +9% |
| 9 | KO | COCA COLA CO | 13.48M | $942.1T | 1.3% | — |
| 10 | GOVT | ISHARES TR | 39.00M | $897.9T | 1.2% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other25.4% (±0)
Technology7.7% (±0)
Semiconductors6.0% (±0)
Media4.0% (±0)
Retail3.6% (±0)
Financial Services3.5% (±0)
§ 03 · THE TRUIST SIGNAL
AC read
TRUIST FINANCIAL CORP is a Dealer / Bank fund managing $68340639.0 trillion in assets. The fund runs a massive portfolio of 4,895 positions, broad diversification across holdings. Trading activity is aggressive at 92% quarterly turnover, with 256 new positions and 0 exits last quarter. Top sector allocations: Other (25%), Technology (8%), Semiconductors (6%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+256 buys · −0 exits · 4519 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed