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Truist Financial Corp

Portfolio Manager
Truist Financial Corp
Performance
-6.28% (2026 Q1)
AUM (13F)
$74.18B
# of Holdings
2774
Performance Rank
Allocation (Top 20)
34.83%

Truist Financial Corp Holdings Map

Top 50 Truist Financial Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
6.16%6.99M$4.57B
-0.25%(-17.81K)
2025-Q1: 7.12M shares2025-Q2: 6.94M shares2025-Q3: 6.93M shares2025-Q4: 7.01M shares2026-Q1: 6.99M shares
$371.73(+100.61%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.77%3.15M$2.05B
+0.66%(+20.53K)
2025-Q1: 3.24M shares2025-Q2: 3.22M shares2025-Q3: 3.19M shares2025-Q4: 3.13M shares2026-Q1: 3.15M shares
$313.56(+136.74%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.38%10.10M$1.76B
+0.65%(+64.89K)
2025-Q1: 9.79M shares2025-Q2: 10.05M shares2025-Q3: 10.23M shares2025-Q4: 10.03M shares2026-Q1: 10.10M shares
$28.25(+699.37%)
2026-03-31
AAPL
APPLE INC
2.35%6.86M$1.74B
+0.25%(+17.44K)
2025-Q1: 6.84M shares2025-Q2: 6.84M shares2025-Q3: 7.03M shares2025-Q4: 6.84M shares2026-Q1: 6.86M shares
$83.13(+259.51%)
2026-03-31
IEFA
ISHARES TR
2.34%19.13M$1.73B
+8.93%(+1.57M)
2025-Q1: 10.88M shares2025-Q2: 15.25M shares2025-Q3: 16.32M shares2025-Q4: 17.56M shares2026-Q1: 19.13M shares
$74.61(+30.20%)
2026-03-31
GOVT
ISHARES TR
2.33%75.29M$1.72B
+6.03%(+4.28M)
2025-Q1: 69.57M shares2025-Q2: 69.12M shares2025-Q3: 68.70M shares2025-Q4: 71.01M shares2026-Q1: 75.29M shares
$24.46(-7.19%)
2026-03-31
MSFT
MICROSOFT CORP
2.13%4.27M$1.58B
-0.17%(-7.48K)
2025-Q1: 4.17M shares2025-Q2: 4.21M shares2025-Q3: 4.26M shares2025-Q4: 4.28M shares2026-Q1: 4.27M shares
$165.69(+144.56%)
2026-03-31
KO
COCA COLA CO
1.53%14.91M$1.13B
-0.90%(-135.98K)
2025-Q1: 15.56M shares2025-Q2: 15.40M shares2025-Q3: 15.22M shares2025-Q4: 15.05M shares2026-Q1: 14.91M shares
$53.79(+49.20%)
2026-03-31
GOOG
ALPHABET INC
1.45%3.75M$1.08B
+3.71%(+134.25K)
2025-Q1: 3.61M shares2025-Q2: 3.63M shares2025-Q3: 3.64M shares2025-Q4: 3.62M shares2026-Q1: 3.75M shares
$78.26(+409.88%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.23%3.11M$914.4M
+3.40%(+102.08K)
2025-Q1: 2.88M shares2025-Q2: 2.90M shares2025-Q3: 2.93M shares2025-Q4: 3.01M shares2026-Q1: 3.11M shares
$139.36(+115.45%)
2026-03-31

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