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CIK: 0000092230
Total reported value
$83.7B
$83.7B
2774 檔
14.3%
The Q1 2026 SEC filing reveals that Truist Financial CORP held a total portfolio value of $83.7B, covering 2774 public equity positions.
Truist Financial CORP executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 1 holdings and trimming 100 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, NVDA) accounted for 14.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 2774 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | +0.25% | -0.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.91% | -0.03% | +0.66% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -0.01% | -0.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.03% | +0.25% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.33% | -0.47% | +8.93% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.33% | -0.24% | +6.03% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.24% | -0.17% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.53% | -0.17% | -0.90% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.12% | +3.71% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.01% | +3.40% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.04% | -3.21% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.11% | -3.97% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.17% | +0.05% | -2.20% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | +0.40% | +72.98% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.01% | -0.13% | -1.71% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.08% | -2.18% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.51% | -44.63% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.07% | +7.41% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +0.27% | +0.98% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | -0.14% | +16.25% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.15% | +5.88% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.07% | -5.37% | |
| 23 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.74% | -0.12% | +7.86% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | -0.11% | +46.79% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.10% | -7.73% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.06% | +0.09% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.01% | +0.69% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | — | -1.92% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | +0.37% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.03% | -7.78% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.12% | -1.65% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.04% | +12.29% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | — | -7.80% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.35% | -11.63% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.04% | -3.78% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.07% | +1.32% | |
| 37 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.58% | — | -0.18% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | +0.04% | +1.85% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.55% | +0.08% | +42.46% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.55% | -0.01% | -0.07% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.52% | -0.16% | -0.26% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.19% | +13.58% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.40% | -4.43% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.13% | -6.13% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.01% | +1.90% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.11% | +0.75% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.04% | -3.05% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.44% | +0.37% | -2.33% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | +3.92% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.01% | -6.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.5% | +72.98% | Add |
| 2 | MBB | Ishares Mbs ETF | +0.2% | +46.79% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +8.93% | Add |
| 4 | ADI | Analog Devices Inc | +0.2% | +42.46% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +6.03% | Add |
| 6 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +223.55% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +16.25% | Add |
| 8 | KO | Coca-cola Co/the | +0.1% | -0.90% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -6.13% | Trim |
| 10 | TRGP | Targa Resources CORP | +0.1% | +5.56% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.69% | Add |
| 12 | DVN | Devon Energy CORP | +0.1% | +3590.67% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -0.91% | Trim |
| 14 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +56.30% | Add |
| 15 | PWR | Quanta Services Inc | +0.1% | +1.51% | Add |
| 16 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +8104.71% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.41% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +12.29% | Add |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +301.93% | Add |
| 20 | TGT | Target CORP | +0.1% | +388.68% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +17.33% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | -4.43% | Trim |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +29.52% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.88% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +8.41% | Add |
| 26 | KLAC | Kla CORP | +0.1% | -2.33% | Trim |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +52.03% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +13.58% | Add |
| 29 | FOXA | Fox CORP - Class A | +0.1% | +9578.03% | Add |
| 30 | WMT | Walmart Inc | +0.1% | -1.65% | Trim |
| 31 | ETR | Entergy CORP | +0.1% | -2.59% | Trim |
| 32 | VALE | Vale Sa-sp Adr | +0.1% | +12.52% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | -0.40% | Trim |
| 34 | PSX | Phillips 66 | +0.1% | +3.43% | Add |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +0.80% | Add |
| 36 | USIG | Ishares Broad Usd Investment | +0.1% | +7.86% | Add |
| 37 | VRT | Vertiv Holdings Co-a | +0.1% | +31.18% | Add |
| 38 | WMB | Williams Cos Inc | +0.1% | +6.67% | Add |
| 39 | MO | Altria Group Inc | +0.1% | +4.52% | Add |
| 40 | UNP | Union Pacific CORP | +0.1% | +7.03% | Add |
| 41 | DOW | Dow Inc | 0% | +392.32% | Add |
| 42 | JBL | Jabil Inc | 0% | +683.83% | Add |
| 43 | T | At&t Inc | 0% | +4.57% | Add |
| 44 | RTX | Rtx CORP | 0% | +1.32% | Add |
| 45 | CAT | Caterpillar Inc | 0% | -1.08% | Trim |
| 46 | AVEM | Avantis Emerging Markets Eq | 0% | +69.17% | Add |
| 47 | AMAT | Applied Materials Inc | 0% | -0.88% | Trim |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | +6.02% | Add |
| 49 | EVRG | Evergy Inc | 0% | +3.30% | Add |
| 50 | NVS | Novartis Ag-sponsored Adr | 0% | +6.14% | Add |
According to official SEC Form 13F filings, Truist Financial CORP reported a total U.S. public equity portfolio value of $83.7B across 2774 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AZN
市值: $148.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $141.5M
During Q1 2026, Truist Financial CORP's top holdings by market value included IVV (6.2%)、SPY (2.9%)、NVDA (2.4%). The largest single position, IVV, represented 6.2% of total portfolio value.
In Q1 2026, Truist Financial CORP made 200 total portfolio adjustments, initiating 7 new buys, adding to 92 positions, trimming 100 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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