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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 63 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 DINO HF SINCLAIR CORP Energy 47,701.0 $2.2M 0.00% +40K +515.9% $46.08 +51.7%
1242 CII BLACKROCK ENHANCED LARGE CAP Financial Services 94,001.0 $2.2M 0.00% -21K -18.6% $23.37 +6.1%
1243 VTWG VANGUARD SCOTTSDALE FDS 9,296.0 $2.2M 0.00% -8K -47.4% $236.00 +15.2%
1244 FNX FIRST TR EXCHANGE-TRADED ALP 17,377.0 $2.2M 0.00% +991.0 +6.0% $125.98 +10.2%
1245 DOX AMDOCS LTD Technology 27,185.0 $2.2M 0.00% -4K -12.1% $80.51 -22.2%
1246 HUM HUMANA INC Healthcare 8,528.0 $2.2M 0.00% -806.0 -8.6% $256.12 +20.2%
1247 CM CANADIAN IMPERIAL BANK OF CO Financial Services 23,910.0 $2.2M 0.00% -4K -15.2% $90.61 +27.5%
1248 FEGE RBB FUND TRUST 47,055.0 $2.2M 0.00% +9K +24.8% $46.03 +8.4%
1249 AIZ ASSURANT INC Financial Services 8,991.0 $2.2M 0.00% -13K -58.3% $240.85 +5.8%
1250 SF STIFEL FINL CORP Financial Services 17,291.0 $2.2M 0.00% -26K -60.5% $125.22 -42.0%
1251 VVV VALVOLINE INC Energy 74,408.0 $2.2M 0.00% -4K -5.0% $29.06 +15.6%
1252 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 64,657.0 $2.2M 0.00% -837.0 -1.3% $33.37 +3.8%
1253 RKT ROCKET COS INC Financial Services 111,265.0 $2.2M 0.00% +83K +291.9% $19.36 -28.8%
1254 AIRBNB INC 2,181,000.0 $2.2M 0.00% -1.5M -41.2% $0.99
1255 CFFI C & F FINL CORP Financial Services 29,593.0 $2.1M 0.00% $72.59 -0.6%
1256 ON SEMICONDUCTOR CORP 1,801,000.0 $2.1M 0.00% NEW $1.19
1257 RFEM FIRST TR EXCH TRADED FD III 27,064.0 $2.1M 0.00% -947.0 -3.4% $79.19 +17.7%
1258 NAPR INNOVATOR ETFS TRUST 39,875.0 $2.1M 0.00% -327.0 -0.8% $53.70 +9.9%
1259 EXLS EXLSERVICE HOLDINGS INC Technology 50,176.0 $2.1M 0.00% +13K +33.6% $42.44 -30.5%
1260 IAI ISHARES TR 11,795.0 $2.1M 0.00% $179.38 +0.3%
Page 63 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%