Data as of Q4 2025 (Dec 31, 2025)

TRUIST FINANCIAL CORP

•CIK: 92230•Filing: Q4 2025

Truist Financial Corp, with $67.6B in AUM, is led by CEO Kelly S. Slay, known for a balanced approach focusing on both growth and stability. Recently, the fund has made notable moves by adding significant positions in SPY and IBB, while exiting FITBM and TTEN, reflecting a strategic shift towards broad market exposure and technology sector growth.

Total AUM
$67.5B
+ $116.9M in options
QoQ Performance
+3.0%
Positions
1,690
+ 12 options
Top 10 Concentration
30.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IVV7.1%
AAPL2.7%
GOVT2.4%
IEFA2.3%
VOO1.9%
GOOG1.7%
KO1.6%
AVGO1.5%

📈 Biggest Buys

XLK
SELECT SECTOR SPDR TR
+203157.5%
1.0% of portfolio
EFA
ISHARES TR
+56608.9%
0.6% of portfolio
NFLX
NETFLIX INC
+876.2%
0.3% of portfolio
PANW
PALO ALTO NETWORKS INC
+31656.1%
0.2% of portfolio
IEFA
ISHARES TR
+7.6%
2.3% of portfolio

📉 Biggest Sells

BIL
SPDR SERIES TRUST
-67.9%
0.1% of portfolio
VTV
VANGUARD INDEX FDS
-21.5%
0.7% of portfolio
IGM
ISHARES TR
-49.1%
0.2% of portfolio
AAPL
APPLE INC
-2.7%
2.7% of portfolio
BAC
VERIZON COMMUNICATIONS INC
-34.3%
0.1% of portfolio

Sector Breakdown

Other52.2%
Technology12.9%
ETF11.6%
Financial6.1%
Consumer5.3%
Healthcare4.5%
Consumer Staples2.5%
Industrial2.4%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$498.4M
GQ9
SPDR GOLD TR
SOLD
$207.6M
MOS
MOSAIC CO NEW
SOLD
$112.3M
CTRA
COTERRA ENERGY INC
SOLD
$110.7M
WRB
BERKLEY W R CORP
SOLD
$98.6M
+2424 more exited positions

Changes from Q3 2025

↑114 increased
↓86 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV7.1%
ISHARES TR
$4.8B
AAPL2.7%
APPLE INC
$1.9B
GOVT2.4%
ISHARES TR
$1.6B
IEFA2.3%
ISHARES TR
$1.6B
VOO1.9%
VANGUARD INDEX FDS
$1.3B

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