1y return+17.3%S&P 500 +20.9%
3y return+50.8%S&P 500 +68.5%
5y return+45.4%S&P 500 +74.5%
10y return+153.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $253 against $357 in the S&P 500.2
Truist Financial CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $5.4B | 6.4% | +2.3% |
| SPYState Str Spdr S&p 500 Etf T | $2.3B | 2.7% | −2.5% |
| AAPLApple Inc | $2.0B | 2.4% | |
| NVDANvidia Corporation | $2.0B | 2.4% | −1.8% |
| GOVTIshares Tr | $1.7B | 2.1% | +1.8% |
| MSFTMicrosoft Corp | $1.6B | 1.9% | |
| IEFAIshares Tr | $1.6B | 1.9% | −15.8% |
| GOOGAlphabet Inc | $1.3B | 1.6% | −1.1% |
| IEMGIshares Inc | $1.2B | 1.5% | +29.6% |
| VOOVanguard Index Fds | $1.2B | 1.4% | +52.7% |
| KOCoca Cola Co | $1.1B | 1.4% | −5.8% |
| AVGOBroadcom Inc | $1.1B | 1.3% | |
| AMZNAmazon Com Inc | $1.0B | 1.2% | +2.3% |
| JPMJpmorgan Chase & Co | $1.0B | 1.2% | |
| IWFIshares Tr | $1.0B | 1.2% | |
| XLKSelect Sector Spdr Tr | $935.0M | 1.1% | +4.0% |
| GOOGLAlphabet Inc | $895.5M | 1.1% | −1.5% |
| IJHIshares Tr | $818.7M | 1.0% | +6.7% |
| IJRIshares Tr | $810.4M | 1.0% | +11.1% |
| LRCXLam Research Corp | $747.9M | 0.9% | |
| AGGIshares Tr | $727.5M | 0.9% | −2.1% |
| QQQInvesco Qqq Tr | $711.2M | 0.9% | −3.4% |
| KLACKla Corp | $681.5M | 0.8% | +907.7% |
| ABBVAbbvie Inc | $634.0M | 0.8% | +4.8% |
| CSCOCisco Sys Inc | $584.5M | 0.7% | +1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $2.0B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.1B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $480.6M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $747.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $895.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.3B |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $935.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.0B |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $530.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.0B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $120.3M
- CTRACoterra Energy Inc was $30.9M
- CCBGCapital City Bank was $12.1M
- Gigacloud Technology IncCUSIP G38644103 was $7.2M
- Coinbase Global IncCUSIP 19260QAB3 was $6.4M
- Dupont De Nemours IncCUSIP 26614N102 was $5.1M
- American Wtr Cap CorpCUSIP 03040WBE4 was $3.2M
- Ferrovial SeCUSIP N3168P101 was $3.1M
- PJPInvesco Exchange Traded Fd T was $2.9M
- Microchip Technology Inc.CUSIP 595017BG8 was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Truist Financial Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=92230&type=13F-HR&dateb=&owner=include&count=40CIK 92230
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/92230/000009223026000097/Filed July 28, 2026 · accession 0000092230-26-000097