13F-HR: Truist Financial Corp Discloses $63.9 Billion in Holdings in Latest 13F Filing
13F Holdings Report
Truist Financial Corp's latest 13F filing reveals a total of $63.9 billion in managed assets across 4,879 holdings as of December 31, 2024.
Summary
- Truist Financial Corp has filed its 13F holdings report for the quarter ended December 31, 2024.
- The filing discloses a total value of $63,913,030,798 in managed assets.
- The report includes 4,879 individual holdings.
- The filing also includes information for two other included managers: Truist Bank and Truist Advisory Services, Inc.
Sentiment
Score: 5
Explanation: The document is a factual report with no inherent sentiment. It is a standard regulatory filing.
Positives
- The document provides a comprehensive overview of Truist Financial Corp's investment portfolio.
- The filing is detailed, listing each holding with its value and share count.
Risks
- The document does not provide any analysis of the performance of the holdings.
- The document does not provide any forward-looking statements or guidance.
Industry Context
This 13F filing is a standard quarterly report required by the SEC for institutional investment managers, providing transparency into their holdings. It allows investors to see the positions held by Truist Financial Corp and its subsidiaries.
Comparison to Industry Standards
- The filing is consistent with standard 13F reporting requirements, providing a detailed list of holdings.
- The size of the portfolio, at $63.9 billion, places Truist Financial Corp among the larger institutional investors.
- Comparable filings from other large financial institutions would also include similar levels of detail and asset values.
Stakeholder Impact
- Shareholders can use this information to understand the investment strategy of Truist Financial Corp.
- The filing provides transparency to the market regarding the holdings of a major financial institution.
Key Dates
| Date | Description |
|---|---|
| 12-31-2024 | Report for the Calendar Year or Quarter Ended |
| 01-31-2025 | Date of signing of the report |
Keywords
13F filing, institutional investment, Truist Financial Corp, holdings, managed assets, investment portfolio
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.