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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 132 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 FPF FIRST TR INTER DURATN PFD & Financial Services 10,115.0 $189K -5K -34.5% $18.64 -3.9%
2622 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 14,548.0 $188K -15K -50.8% $12.95 -19.5%
2623 NOV NOV INC Energy 12,046.0 $188K +287.0 +2.4% $15.63 +34.1%
2624 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 25,000.0 $188K NEW $7.50 +12.0%
2625 LUMENTUM HLDGS INC 66,000.0 $187K $2.84
2626 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 12,313.0 $186K NEW $15.08 -27.8%
2627 QUBT QUANTUM COMPUTING INC Technology 17,911.0 $184K +6K +50.1% $10.26 -10.1%
2628 VNET VNET GROUP INC Technology 20,401.0 $182K -2K -8.1% $8.94 +12.9%
2629 KEP KOREA ELEC PWR CORP Utilities 10,938.0 $180K -942.0 -7.9% $16.50 -20.5%
2630 HAYW HAYWARD HLDGS INC Industrials 11,596.0 $179K -859.0 -6.9% $15.45 -15.3%
2631 EPM EVOLUTION PETE CORP Energy 49,788.0 $176K $3.54 +28.2%
2632 KINDLY MD INC 500,000.0 $176K $0.35
2633 NBXG NEUBERGER NEXT GENERATION Financial Services 12,139.0 $175K $14.44 +6.2%
2634 FSK FS KKR CAP CORP Financial Services 11,832.0 $175K NEW $14.81 -28.5%
2635 TIGR UP FINTECH HLDG LTD Financial Services 18,165.0 $174K -9K -34.1% $9.56 -39.1%
2636 LNKB LINKBANCORP INC Financial Services 21,003.0 $173K $8.26 +5.2%
2637 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 10,183.0 $171K -1K -8.9% $16.76 -14.1%
2638 AVPT AVEPOINT INC Technology 12,201.0 $169K NEW $13.89 -27.1%
2639 PKST PEAKSTONE REALTY TRUST Real Estate 11,745.0 $169K -4K -25.8% $14.35 +46.3%
2640 NML NEUBERGER ENGY INFRSTR & INC Financial Services 19,604.0 $167K -104.0 -0.5% $8.50 +22.6%
Page 132 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%