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Caroline D. Hoang

Truist Financial Corp

Assets Managed
$74.18B
Holdings
2774
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.08%(2Q avg: 0.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2774 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 74.18B in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 0.16%. The portfolio is managed by Caroline D. Hoang, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.25%
6.16%
$4.565B
6.989M shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.67%
2.91%
$2.155B↓ Put
3.314M shares@ $650.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.09%
2.38%
$1.762B↓ Put
10.102M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.26%
2.35%
$1.741B
6.859M shares@ $253.8 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.94%
2.34%
$1.731B
19.125M shares@ $90.54 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 6.04%
2.33%
$1.725B
75.291M shares@ $22.92 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.17%
2.14%
$1.581B↓ Put
4.27M shares@ $370.17 avg price
KO
Coca-cola Co The
Recent Activity
Decreased -0.9%
1.53%
$1.134B
14.91M shares@ $76.06 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.71%
1.46%
$1.077B
3.754M shares@ $286.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.4%
1.24%
$914.41M
3.109M shares@ $294.17 avg price

1-10 of 2774