§ 13F · FUND PROFILE
TRUIST FINANCIAL CORP.
Truist, regional bank, wealth management
AUM · $83.7B (13F)Positions · 5414Turnover · 51% · Q2Filed · Jul 28, 2026
CONCENTRATION
17%
Top 10 holdings
NEW BUYS
+244
+$281M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-1pp · +2pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 4.19M | $3.1B | 3.7% | +2% |
| 2 | IVV | ISHARES TR | 2.90M | $2.2B | 2.6% | — |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 2.04M | $1.5B | 1.8% | −3% |
| 4 | AAPL | APPLE INC | 3.93M | $1.1B | 1.4% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 5.54M | $1.1B | 1.3% | −2% |
| 6 | IEFA | ISHARES TR | 11.25M | $1.1B | 1.3% | −16% |
| 7 | KO | COCA COLA CO | 12.40M | $1.0B | 1.2% | −6% |
| 8 | GOVT | ISHARES TR | 44.10M | $1.0B | 1.2% | +2% |
| 9 | VOO | VANGUARD INDEX FDS | 1.26M | $865M | 1.0% | +53% |
| 10 | NVDA | NVIDIA CORPORATION | 4.11M | $823M | 1.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Other25.2% (−1pp)
Semiconductors7.8% (+2pp)
Technology6.3% (±0)
Media3.7% (±0)
Retail3.3% (±0)
Financial Services2.9% (±0)
§ 03 · THE TRUIST SIGNAL
AC read
TRUIST FINANCIAL CORP is a Dealer / Bank fund managing $83.7 billion in assets. The fund runs a massive portfolio of 5,414 positions, broad diversification across holdings. Trading activity is aggressive at 51% quarterly turnover, with 244 new positions and 0 exits last quarter. Top sector allocations: Other (25%), Semiconductors (8%), Technology (6%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+244 buys · −0 exits · 2503 changed
Q1 2026
Busy quarter
+197 buys · −0 exits · 2433 changed
Q4 2025
Busy quarter
+180 buys · −0 exits · 2401 changed
Q3 2025
Busy quarter
+217 buys · −0 exits · 2310 changed