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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 123 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 FNY FIRST TR EXCHANGE-TRADED ALP 2,783.0 $254K -239.0 -7.9% $91.20 +11.4%
2442 EQNR EQUINOR ASA Energy 10,740.0 $254K +982.0 +10.1% $23.63 +63.7%
2443 DY DYCOM INDS INC Industrials 751.0 $254K -32.0 -4.1% $337.90 +22.6%
2444 ORCL CALL ORACLE CORP Technology 1,300.0 $253K NEW $194.91 -2.6%
2445 HMC HONDA MOTOR LTD Consumer Cyclical 8,593.0 $253K +849.0 +11.0% $29.48 -10.9%
2446 FFIN FIRST FINL BANKSHARES INC Financial Services 8,480.0 $253K +692.0 +8.9% $29.87 +7.8%
2447 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 16,820.0 $253K -2K -10.2% $15.05 -6.0%
2448 FIVE FIVE BELOW INC Consumer Cyclical 1,341.0 $253K -401.0 -23.0% $188.36 +16.7%
2449 BMAR INNOVATOR ETFS TRUST 4,750.0 $252K $53.05 +7.7%
2450 LNTH LANTHEUS HLDGS INC Healthcare 3,779.0 $251K -3K -41.5% $66.55 +42.0%
2451 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,785.0 $251K +20.0 +1.1% $140.83 +9.4%
2452 GSST GOLDMAN SACHS ETF TR 4,978.0 $251K -4K -41.3% $50.47 +0.0%
2453 AIR LEASE CORP 3,901.0 $251K -4K -48.1% $64.23
2454 AVK ADVENT CONV & INCOME FD Financial Services 19,951.0 $250K $12.54 +0.8%
2455 BUNGE GLOBAL SA 2,808.0 $250K +18.0 +0.7% $89.08
2456 EQX EQUINOX GOLD CORP Basic Materials 17,797.0 $250K +272.0 +1.6% $14.04 -12.3%
2457 AEGON LTD 32,408.0 $250K -246.0 -0.8% $7.71
2458 HDMV FIRST TR EXCH TRADED FD III 7,063.0 $250K -132.0 -1.8% $35.33 +7.4%
2459 HESM HESS MIDSTREAM LP Energy 7,229.0 $249K +68.0 +0.9% $34.50 +15.3%
2460 IX ORIX CORP Financial Services 8,527.0 $249K +337.0 +4.1% $29.22 +34.4%
Page 123 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%