Filing Flows › 13F managers › Truist Financial Corp
Truist Financial Corp: 13F portfolio Q2 2026 and what copying it returned
Truist Financial Corp's 13F for the quarter ended 2026-06-30 (filed Jul 28, 2026): 400 common-share positions, $83.7B reported. Copying each 13F the day after it was filed returned +28.4% from May 1, 2025 to Nov 6, 2026, against +32.6% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (96.7% of the portfolio on average); 6 filings since Apr 29, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 6.4% | $5.4B | +2.3% |
| SPY | SPDR S&P 500 ETF Trust | 2.7% | $2.3B | -2.5% |
| AAPL | Apple | 2.4% | $2.0B | +0.2% |
| NVDA | NVIDIA | 2.4% | $2.0B | -1.8% |
| GOVT | iShares US Treasury Bond ETF | 2.1% | $1.7B | +1.8% |
| MSFT | Microsoft | 1.9% | $1.6B | unchanged |
| IEFA | iShares Core MSCI Eafe ETF | 1.9% | $1.6B | -15.8% |
| GOOG | Alphabet | 1.6% | $1.3B | -1.1% |
| IEMG | iShares Core MSCI Emerging | 1.5% | $1.2B | +29.6% |
| VOO | Vanguard S&P 500 ETF | 1.4% | $1.2B | +52.7% |
| KO | Coca Cola | 1.4% | $1.1B | -5.8% |
| AVGO | Broadcom | 1.3% | $1.1B | +0.9% |
| AMZN | Amazon.com | 1.2% | $1.0B | +2.3% |
| JPM | JPMorgan Chase | 1.2% | $1.0B | +0.4% |
| IWF | iShares Russell 1000 Growth | 1.2% | $1.0B | +302.6% |
| XLK | SS Technology Select Sector | 1.1% | $935M | exit |
| GOOGL | Alphabet | 1.1% | $895M | -1.5% |
| IJH | iShares Core S&P Midcap ETF | 1.0% | $819M | +6.7% |
| IJR | iShares Core S&P Small-Cap E | 1.0% | $810M | +11.1% |
| LRCX | LAM Research | 0.9% | $748M | +0.8% |
| AGG | iShares Core U.S. Aggregate | 0.9% | $727M | -2.1% |
| QQQ | Invesco QQQ Trust Series 1 | 0.9% | $711M | -3.4% |
| KLAC | KLA | 0.8% | $682M | +907.7% |
| ABBV | AbbVie | 0.8% | $634M | +4.8% |
| CSCO | Cisco Systems | 0.7% | $584M | +1.6% |
Biggest adds
- XLC new
- XLP new
- XLU new
- SGOV new
- HON new
- HONA new
- XLE new
- BINC new
- SPTI new
Biggest cuts
- XLK exit
- XLF exit
- XLV exit
- SPYG exit
- SPDW exit
- XLY exit
- XLB exit
- BIL exit
- BUFR exit
- SDY exit
- CGDV exit
Track record
Of 15 position changes scored in 15 separate decisions, 53.3% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 92230. Not investment advice.