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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 117 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 ACADIAN ASSET MANAGEMENT INC 6,432.0 $302K NEW $47.00
2322 EVSM MORGAN STANLEY ETF TRUST 6,000.0 $302K $50.37 -0.4%
2323 SLQD ISHARES TR 5,953.0 $302K NEW $50.70 -0.8%
2324 CAMBRIA ETF TR 9,000.0 $302K $33.52
2325 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 27,832.0 $301K $10.83 -7.5%
2326 TMDX TRANSMEDICS GROUP INC Healthcare 2,476.0 $301K +21.0 +0.9% $121.65 -44.1%
2327 LEA LEAR CORP Consumer Cyclical 2,618.0 $300K -2K -43.9% $114.60 +20.8%
2328 CDRE CADRE HLDGS INC Industrials 7,334.0 $300K +2K +33.1% $40.84 -26.9%
2329 SMG SCOTTS MIRACLE-GRO CO Basic Materials 5,129.0 $299K -4K -45.9% $58.35 -0.0%
2330 DTD WISDOMTREE TR 3,526.0 $299K -617.0 -14.9% $84.88 +8.7%
2331 CELC CELCUITY INC Healthcare 3,000.0 $299K NEW $99.74 +42.9%
2332 FIRST TR EXCHNG TRADED FD VI 13,436.0 $299K +2K +17.5% $22.24
2333 CAPL CROSSAMERICA PARTNERS LP Energy 14,500.0 $299K $20.60 +10.0%
2334 ICUI ICU MED INC Healthcare 2,093.0 $299K -139.0 -6.2% $142.67 -8.0%
2335 ACA ARCOSA INC Industrials 2,803.0 $298K -149.0 -5.0% $106.32 +12.1%
2336 OBIL RBB FD INC 5,930.0 $298K NEW $50.19 -0.1%
2337 ELF E L F BEAUTY INC Consumer Defensive 3,911.0 $297K -4K -48.7% $76.04 -30.1%
2338 CNXC CONCENTRIX CORP Technology 7,147.0 $297K +2K +51.4% $41.58 -37.8%
2339 CLBT CELLEBRITE DI LTD Technology 16,468.0 $297K -2K -11.3% $18.03 -27.0%
2340 BBLU EA SERIES TRUST 19,448.0 $297K $15.26 +8.3%
Page 117 of 138  ·  2,757 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%