13F value (AUM)
$83.7B
Truist Financial
TRUIST FINANCIAL CORP
$83.7B
13F long value · 2026-Q2Positions2914
CategoryAsset Manager
Quarters tracked8
▲ #125 of 581 by 13F value
Size rank 8/10
5 NEW227 ADD98 2×+163 TRIM23 NEAR EXIT2 EXIT
Snapshot
Truist Financial's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
2914 (170 unmapped)
Top 100 weight
67.3%
Quarters tracked
8
Latest 13F filed
Jul 28, 2026
New positions
5
Exits / near-exits
25
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 67.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.4% | $5.4B | 7.1M | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.7% | $2.3B | 3.1M | +3.2% |
| AAPL | APPLE INC | 2.4% | $2.0B | 6.9M | +14.9% |
| NVDA | NVIDIA CORPORATION | 2.4% | $2.0B | 9.9M | +18.1% |
| GOVT | ISHARES TR | 2.1% | $1.7B | 76.6M | — |
| MSFT | MICROSOFT CORP | 1.9% | $1.6B | 4.2M | +39.4% |
| IEFA | ISHARES TR | 1.9% | $1.6B | 16.1M | — |
| GOOG | ALPHABET INC | 1.6% | $1.3B | 3.7M | -1.4% |
| IEMG | ISHARES INC | 1.5% | $1.2B | 14.9M | — |
| VOO | VANGUARD INDEX FDS | 1.4% | $1.2B | 1.7M | — |
| KO | COCA COLA CO | 1.4% | $1.1B | 14.0M | +5.7% |
| AVGO | BROADCOM INC | 1.3% | $1.1B | 2.9M | -7.6% |
| AMZN | AMAZON COM INC | 1.2% | $1.0B | 4.4M | +6.0% |
| JPM | JPMORGAN CHASE & CO | 1.2% | $1.0B | 3.1M | +2.0% |
| IWF | ISHARES TR | 1.2% | $1.0B | 8.2M | — |
Option positions — 2026-Q2
$125.2M across 14 put positions vs $8.9M across 12 call positions — put/call ratio 14.08. Values are notional — the market value of the shares the options reference.
| Type | Ticker | Issuer | Underlying shares | Notional value | % of 13F value |
|---|---|---|---|---|---|
| PUT | SPY | STATE STR SPDR S&P 500 ETF T | 156.3K | $116.7M | 0.1% |
| CALL | CHYM | CHIME FINL INC | 157.5K | $3.2M | 0.0% |
| PUT | QQQ | INVESCO QQQ TR | 3.1K | $2.3M | 0.0% |
| CALL | AVGO | BROADCOM INC | 3.2K | $1.2M | 0.0% |
| PUT | RSP | INVESCO EXCHANGE TRADED FD T | 5.4K | $1.1M | 0.0% |
| CALL | SOFI | SOFI TECHNOLOGIES INC | 51.0K | $914.4K | 0.0% |
| PUT | MSFT | MICROSOFT CORP | 2.2K | $820.6K | 0.0% |
| PUT | NVDA | NVIDIA CORPORATION | 4.0K | $800.4K | 0.0% |
| PUT | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.4K | $700.5K | 0.0% |
| CALL | BHC | BAUSCH HEALTH COS INC | 136.0K | $670.5K | 0.0% |
Quarterly changes — 2026-Q2
What Truist Financial opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | VOO | VANGUARD INDEX FDS | 1.1M | 1.7M | +52.7% | +$512.1M |
| ADD | IEMG | ISHARES INC | 11.5M | 14.9M | +29.6% | +$432.4M |
| TRIM | IAU | ISHARES GOLD TR | 5.2M | 2.9M | -43.7% | -$238.0M |
| NEAR EXIT | XLP | SELECT SECTOR SPDR TR | 3.0M | 291.7K | -90.4% | -$225.2M |
| ADD | AMD | ADVANCED MICRO DEVICES INC | 335.3K | 457.9K | +36.6% | +$197.8M |
| 2×+ | TLH | ISHARES TR | 1.1M | 3.0M | +176.7% | +$192.0M |
| 2×+ | CVS | CVS HEALTH CORP | 186.1K | 1.6M | +786.4% | +$157.3M |
| TRIM | — | MEDTRONIC PLC | 2.8M | 1.2M | -56.4% | -$145.4M |
| 2×+ | IYT | ISHARES TR | 6.3K | 1.4M | +22962.0% | +$125.0M |
| TRIM | T | AT&T INC | 6.0M | 2.7M | -53.9% | -$115.8M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.