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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 55 of 61  ·  1,201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FELV FIDELITY COVINGTON TRUST 8,110.0 $281K -44.0 -0.5% $34.66 +10.2%
1082 CX CEMEX SAB DE CV Basic Materials 24,434.0 $281K -6K -18.9% $11.49 +9.3%
1083 GFI GOLD FIELDS LTD Basic Materials 6,412.0 $280K -250.0 -3.8% $43.66 -7.1%
1084 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $280K -2K -50.0% $186.50 +19.2%
1085 TPYP TORTOISE CAPITAL SERIES TRUS 7,902.0 $279K -266.0 -3.3% $35.29 +25.8%
1086 W WAYFAIR INC Consumer Cyclical 2,735.0 $275K -14K -84.0% $100.41 -41.0%
1087 RGTI RIGETTI COMPUTING INC Technology 12,343.0 $273K -19K -60.8% $22.15 -25.0%
1088 LOAR LOAR HOLDINGS INC Industrials 3,999.0 $272K -364.0 -8.3% $68.00 -13.7%
1089 CARE CARTER BANKSHARES INC Financial Services 13,776.0 $271K -4K -21.3% $19.66 +34.8%
1090 HMY HARMONY GOLD MINING CO LTD Basic Materials 13,605.0 $271K -6K -30.9% $19.90 -17.3%
1091 ARKG ARK ETF TR 9,210.0 $267K -2K -16.1% $28.97 -2.9%
1092 XTWO BONDBLOXX ETF TRUST 5,364.0 $265K -3K -37.8% $49.47 -1.1%
1093 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 12,434.0 $264K -625.0 -4.8% $21.23 +20.8%
1094 FENY FIDELITY COVINGTON TRUST 10,643.0 $264K -10K -47.2% $24.77 +37.5%
1095 LEU CENTRUS ENERGY CORP Energy 1,085.0 $263K -7.0 -0.6% $242.76 -28.8%
1096 APA APA CORPORATION Energy 10,716.0 $262K -1K -11.4% $24.46 +64.1%
1097 UFPI UFP INDUSTRIES INC Basic Materials 2,878.0 $262K -128.0 -4.3% $91.05 -10.9%
1098 SEZL SEZZLE INC Financial Services 4,108.0 $261K -502.0 -10.9% $63.47 +61.4%
1099 ALV AUTOLIV INC Consumer Cyclical 2,195.0 $261K -37.0 -1.7% $118.70 -2.7%
1100 BAUG INNOVATOR ETFS TRUST 5,175.0 $259K -550.0 -9.6% $50.04 +5.3%
Page 55 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%