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Portfolio (Quarterly) Guide ↗

TRUIST FINANCIAL CORP

· CIK 0000092230
13F Portfolio $75.0B AUM 5,167 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 1053 Added 1201 Reduced 135 Exited
Page 15 of 61  ·  1,201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MELI MERCADOLIBRE INC Consumer Cyclical 4,082.0 $8.2M 0.01% -247.0 -5.7% $2014.26 -20.8%
282 LNG CHENIERE ENERGY INC Energy 41,954.0 $8.2M 0.01% -1K -3.4% $194.39 +26.9%
283 IMCG ISHARES TR 101,373.0 $8.1M 0.01% -1K -1.0% $79.84 +12.1%
284 HTRB HARTFORD FDS EXCHANGE TRADED 236,151.0 $8.1M 0.01% -246K -51.0% $34.15 -1.8%
285 SPLV INVESCO EXCH TRADED FD TR II 110,512.0 $7.9M 0.01% -5K -4.7% $71.42 +3.0%
286 IDCC INTERDIGITAL INC Technology 24,656.0 $7.8M 0.01% -756.0 -3.0% $318.38 -16.8%
287 CPRT COPART INC Industrials 198,764.0 $7.8M 0.01% -173K -46.5% $39.15 -15.4%
288 TDY TELEDYNE TECHNOLOGIES INC Technology 15,221.0 $7.8M 0.01% -982.0 -6.1% $510.74 +18.7%
289 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 86,014.0 $7.7M 0.01% -42K -32.7% $90.03 +5.9%
290 CFG CITIZENS FINL GROUP INC Financial Services 132,111.0 $7.7M 0.01% -11K -7.4% $58.41 +7.6%
291 BE BLOOM ENERGY CORP Industrials 87,996.0 $7.6M 0.01% -2K -2.5% $86.89 +224.9%
292 FAD FIRST TR EXCHANGE-TRADED ALP 47,162.0 $7.6M 0.01% -4K -7.8% $161.85 +11.5%
293 VLTO VERALTO CORP Industrials 75,904.0 $7.6M 0.01% -4K -4.8% $99.78 -13.3%
294 CGV TWO RDS SHARED TR 512,411.0 $7.5M 0.01% -205K -28.5% $14.73 +10.4%
295 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 26,920.0 $7.5M 0.01% -220.0 -0.8% $278.92 -11.4%
296 FAST FASTENAL CO Industrials 187,006.0 $7.5M 0.01% -10K -5.0% $40.13 +8.6%
297 VGK VANGUARD INTL EQUITY INDEX F 89,086.0 $7.4M 0.01% -22K -20.1% $83.61 +5.5%
298 J P MORGAN EXCHANGE TRADED F 117,359.0 $7.4M 0.01% -65K -35.8% $63.18
299 IDU ISHARES TR 67,862.0 $7.4M 0.01% -2K -2.2% $108.36 +3.9%
300 AMERICAN WTR CAP CORP 7,363,000.0 $7.3M 0.01% -2.1M -21.9% $1.00
Page 15 of 61  ·  1,201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 22.7%
Industrials 9.0%
Healthcare 8.7%
Communication Services 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 8.3%
Energy 3.3%
Utilities 1.8%
Basic Materials 1.3%