TRUIST FINANCIAL CORP

Q2 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
2,922
Total value ($000)
$83,671,197
Net value change ($000)
+9,491,147 (12.8%)
New positions
241
Sold out positions
119
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 787,606 17.3%
VOO 512,109 75.5%
IEMG 432,411 53.9%
LRCX 381,976 104.4%
KLAC 351,449 106.5%
XLK 307,672 49.0%
AAPL 248,820 14.3%
SPY 244,889 12.0%
GOOGL 234,588 21.8%
NVDA 223,812 12.7%
Top Reduces (Value $000, Stocks/ETFs)
IAU -238,039 -51.7%
XLP -225,216 -90.3%
IEFA -176,745 -10.2%
MDT -145,353 -60.6%
HON -120,273 -100.0%
T -115,799 -67.1%
XLC -90,406 -23.3%
EFV -77,457 -43.5%
HCA -68,123 -53.1%
CVX -67,679 -24.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 134,072 (0.2% 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