Long-term investor

Truist Financial Corp. @truistfinancialcorp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000092230).

Record

  • Tracked since 2025-06-30 (449 days), 54 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +7.7% · 1 year n/a · all -1.8%
  • Max drawdown n/a · win rate 56% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 6.4% · long · since 2025-06-30
  • 78462F103 · 2.7% · long · since 2025-06-30
  • AAPL · 2.4% · long · since 2025-06-30
  • NVDA · 2.4% · long · since 2025-06-30
  • 46429B267 · 2.1% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30
  • 46432F842 · 1.9% · long · since 2025-06-30
  • 02079K107 · 1.6% · long · since 2025-06-30
  • 46434G103 · 1.5% · long · since 2025-06-30
  • 922908363 · 1.4% · long · since 2025-06-30
  • KO · 1.4% · long · since 2025-06-30
  • AVGO · 1.3% · long · since 2025-06-30

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