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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 21 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FEX FIRST TR EXCHANGE-TRADED ALP 175,357.0 $20.8M 0.03% +5K +2.8% $118.62 +11.3%
402 VLO VALERO ENERGY CORP Energy 127,049.0 $20.7M 0.03% +703.0 +0.6% $162.79 +55.9%
403 SCHO SCHWAB STRATEGIC TR 845,565.0 $20.6M 0.03% +57K +7.3% $24.37 -0.9%
404 SPTI SPDR SERIES TRUST 712,339.0 $20.5M 0.03% -258K -26.6% $28.84 -2.0%
405 PVAL PUTNAM ETF TRUST 447,913.0 $20.4M 0.03% -30K -6.2% $45.57 +9.9%
406 NKE NIKE INC Consumer Cyclical 319,425.0 $20.4M 0.03% -37K -10.4% $63.71 -30.3%
407 CTVA CORTEVA INC Basic Materials 302,059.0 $20.2M 0.03% -20K -6.2% $67.03 +17.9%
408 IBDR ISHARES TR 830,956.0 $20.1M 0.03% +6K +0.7% $24.23 -0.0%
409 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 123,975.0 $20.1M 0.03% +7K +5.7% $161.96 -6.5%
410 SCHX SCHWAB STRATEGIC TR 743,457.0 $20.0M 0.03% -5K -0.7% $26.91 +8.5%
411 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 803,926.0 $20.0M 0.03% $24.83 -38.1%
412 DSI ISHARES TR 154,849.0 $19.9M 0.03% -38K -19.7% $128.83 +9.3%
413 BRO BROWN & BROWN INC Financial Services 249,304.0 $19.9M 0.03% -19K -7.0% $79.70 -26.6%
414 EQIX EQUINIX INC Real Estate 25,905.0 $19.8M 0.03% -12K -31.2% $766.16 +40.8%
415 IWV ISHARES TR 51,268.0 $19.8M 0.03% +14K +36.4% $386.85 +8.7%
416 WEC WEC ENERGY GROUP INC Utilities 187,408.0 $19.8M 0.03% +10K +5.6% $105.46 +4.9%
417 CIBR FIRST TR EXCHANGE TRADED FD 276,391.0 $19.7M 0.03% +4K +1.5% $71.45 +15.0%
418 STRV EA SERIES TRUST 439,209.0 $19.4M 0.03% +6K +1.3% $44.09 +8.6%
419 D DOMINION ENERGY INC Utilities 328,356.0 $19.2M 0.03% -12K -3.5% $58.59 +16.6%
420 PSC PRINCIPAL EXCHANGE TRADED FD 333,045.0 $19.2M 0.03% +10K +3.0% $57.73 +10.8%
Page 21 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%