TRUIST FINANCIAL CORP

Q1 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2025
Date filed
4/29/2025
Form type
13F-HR
Num holdings
2,542
Total value ($000)
$62,519,627
Net value change ($000)
-1,393,404 (-2.2%)
New positions
138
Sold out positions
144
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/31/2025 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 199,415 32.0%
KO 136,027 13.9%
PM 100,534 36.2%
MDT 98,582 106.7%
IGV 93,309 162.2%
WFC 84,366 117.1%
IAU 76,890 37.3%
CSCO 70,897 48.7%
VZ 62,707 75.3%
GOVT 60,456 3.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -309,498 -16.9%
IVV -280,027 -6.5%
NVDA -216,027 -16.9%
IJR -214,228 -36.2%
MSFT -203,260 -11.5%
AVGO -188,308 -27.9%
MRK -141,288 -42.4%
SPY -132,396 -6.8%
GOOGL -117,787 -17.3%
AMZN -111,211 -12.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 180,503 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type