Truist Financial (TFC) discloses $83.7B across 5,414 institutional positions in 13F
Rhea-AI Filing Summary
Truist Financial Corp, an institutional investment manager based in Charlotte, NC, filed a quarterly holdings report covering all of its reportable investment positions. The report is signed by Assistant Vice President Caroline D. Hoang on behalf of the firm.
The filing aggregates 5,414 individual report entries with a combined reported value of $83,671,196,505. It also identifies 2 other included managers: Truist Bank /NC/ and Truist Advisory Services, Inc.
Positive
- None.
Negative
- None.
Key Figures
Form 13F Information Table Value Total: $83,671,196,505
Form 13F Information Table Entry Total: 5,414
Number of Other Included Managers: 2
+3 more
6 metrics
Form 13F Information Table Value Total
$83,671,196,505
Aggregate value of all reportable holdings in the Form 13F information table
Form 13F Information Table Entry Total
5,414
Number of individual holdings entries reported
Number of Other Included Managers
2
Other institutional managers included in this 13F report
Form 13F File Number
028-03501
SEC Form 13F file number for Truist Financial Corp
Other Manager File Number - Truist Bank /NC/
028-01507
Form 13F file number for included manager Truist Bank /NC/
Other Manager File Number - Truist Advisory Services, Inc.
028-18010
Form 13F file number for included manager Truist Advisory Services, Inc.
Key Terms
Form 13F, institutional investment manager, 13F Holdings Report, Other Included Managers
4 terms
Form 13F regulatory
"Form 13F Information Table Value Total"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
institutional investment manager regulatory
"The institutional investment manager filing this report"
13F Holdings Report regulatory
"13F HOLDINGS REPORT. (Check here if all holdings"
Other Included Managers regulatory
"List of Other Included Managers Provide a numbered list"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Truist Financial Corp (TFC) report in this Form 13F?
Truist Financial Corp reports a comprehensive 13F Holdings Report of its institutional investment positions, listing 5,414 entries with a total reported value of $83,671,196,505 managed across the firm and certain related managers.
How large are Truist Financial Corp (TFC)'s reported 13F holdings?
The reported 13F portfolio has an aggregate value of $83,671,196,505. This figure reflects the combined market value of all 5,414 securities positions that meet the SEC’s Form 13F reporting requirements for this period.
How many securities positions does Truist Financial Corp (TFC) disclose?
Truist Financial Corp discloses 5,414 individual reportable positions. Each entry corresponds to a security that meets the SEC’s Form 13F threshold, forming part of the firm’s institutional investment portfolio for the quarter.
Who signed the Form 13F for Truist Financial Corp (TFC)?
The report is signed by Caroline D. Hoang, Assistant Vice President. She signs on behalf of Truist Financial Corp, representing that the information provided is true, correct, and complete to the best of the firm’s knowledge.
Which other managers are included in Truist Financial Corp (TFC)'s 13F report?
The report lists 2 other included managers: Truist Bank /NC/ with Form 13F file number 028-01507 and Truist Advisory Services, Inc. with Form 13F file number 028-18010, indicating shared management of certain positions.
What type of Form 13F filing did Truist Financial Corp (TFC) submit?
Truist Financial Corp submitted a 13F Holdings Report. This indicates that all of the firm’s reportable institutional investment holdings for the period are included in this single filing, rather than being reported by other managers.