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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 38 of 61  ·  1,201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,848.0 $1.2M 0.00% -61K -67.3% $39.39 -20.0%
742 XNTK SPDR SERIES TRUST 4,230.0 $1.2M 0.00% -163.0 -3.7% $277.89 +23.9%
743 OIH VANECK ETF TRUST 4,128.0 $1.2M 0.00% -201.0 -4.6% $284.74 +56.3%
744 LCII LCI INDS Consumer Cyclical 9,624.0 $1.2M 0.00% -783.0 -7.5% $121.34 -10.0%
745 EUHY ISHARES INC 21,691.0 $1.2M 0.00% -26K -54.2% $53.29 +0.1%
746 INNOVATOR ETFS TRUST 44,703.0 $1.2M 0.00% -588.0 -1.3% $25.78
747 ESI ELEMENT SOLUTIONS INC Basic Materials 46,084.0 $1.2M 0.00% -118K -72.0% $24.99 +61.5%
748 BIT BLACKROCK MULTI SECTOR INC T Financial Services 88,080.0 $1.2M 0.00% -20K -18.3% $13.06 -5.2%
749 SCHE SCHWAB STRATEGIC TR 35,058.0 $1.1M 0.00% -924.0 -2.6% $32.75 +8.6%
750 EMLP FIRST TR EXCHANGE-TRADED FD 30,316.0 $1.1M 0.00% -1K -3.7% $37.87 +16.8%
751 CUBE CUBESMART Real Estate 31,588.0 $1.1M 0.00% -341K -91.5% $36.05 +11.3%
752 ITRI ITRON INC Technology 12,166.0 $1.1M 0.00% -5K -28.9% $92.86 -11.9%
753 EXACT SCIENCES CORP 11,091.0 $1.1M 0.00% -9K -44.3% $101.56
754 CNI CANADIAN NATL RY CO Industrials 11,372.0 $1.1M 0.00% -770.0 -6.3% $98.85 +15.5%
755 ON ON SEMICONDUCTOR CORP Technology 20,747.0 $1.1M 0.00% -12K -35.9% $54.15 +102.4%
756 IHF ISHARES TR 23,317.0 $1.1M 0.00% -23K -50.1% $47.94 +4.7%
757 ACM AECOM Industrials 11,699.0 $1.1M 0.00% -1K -8.7% $95.33 -26.4%
758 SUI SUN CMNTYS INC Real Estate 8,980.0 $1.1M 0.00% -17K -65.3% $123.91 -0.7%
759 SNOV FIRST TR EXCHNG TRADED FD VI 44,984.0 $1.1M 0.00% -2K -4.3% $24.72 +6.9%
760 FTGS FIRST TR EXCHANGE-TRADED FD 31,315.0 $1.1M 0.00% -16K -34.4% $35.35 +3.2%
Page 38 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%