As of the latest SEC filings, TRUIST FINANCIAL CORP (TFC) is held by 837 institutional funds. The largest fund shareholder is Washington Mutual Investors Fund (CWMAX), holding an estimated $2,078,237,540.50 in market value, representing 0.97% of its portfolio.
Funds holding TRUIST FINANCIAL CORP (TFC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TFC
- CIK:
- 0000092230
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.97% | $2,078,237,540.50 | 40,354,127 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $1,820,577,216.18 | 39,603,594 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.10% | $1,474,579,506.12 | 32,076,996 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.11% | $802,763,940.02 | 16,279,942 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.10% | $746,400,731.24 | 16,236,692 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.47% | $719,532,967.13 | 15,652,229 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.10% | $674,806,639.51 | 14,679,283 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.18% | $592,126,856.81 | 12,008,251 | Feb 28, 2026 | Apr 27, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.24% | $531,021,949.33 | 11,551,489 | Mar 31, 2026 | May 28, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.41% | $475,771,574.50 | 9,238,283 | Apr 30, 2026 | Jun 26, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.36% | $454,729,756.00 | 8,829,704 | Apr 30, 2026 | Jun 26, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.82% | $393,182,835.07 | 8,553,031 | Mar 31, 2026 | May 28, 2026 |
|
HDGSX
THE HARTFORD DIVIDEND AND GROWTH FUND
|
MF | Independent / Boutique | 1.97% | $360,267,580.50 | 6,995,487 | Apr 30, 2026 | Jun 25, 2026 |
|
PYODX
Victory Pioneer Fund
|
MF | Independent / Boutique | 3.52% | $352,551,790.87 | 7,669,171 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.43% | $327,669,883.00 | 6,362,522 | Apr 30, 2026 | Jun 24, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.10% | $327,232,434.27 | 7,118,391 | Mar 31, 2026 | May 28, 2026 |
|
SVAAX
Federated Hermes Strategic Value Dividend Fund
|
MF | Federated Hermes | 3.42% | $324,749,266.50 | 6,305,811 | Apr 30, 2026 | Jun 23, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.48% | $308,736,732.00 | 5,994,888 | Apr 30, 2026 | Jun 26, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.77% | $267,315,550.00 | 5,815,000 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.27% | $256,347,533.00 | 4,977,622 | Apr 30, 2026 | Jun 26, 2026 |
|
KBWB
Invesco KBW Bank ETF
|
ETF | Invesco | 4.07% | $227,179,651.32 | 4,607,172 | Feb 28, 2026 | Apr 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.22% | $190,324,430.00 | 3,695,620 | Apr 30, 2026 | Jun 29, 2026 |
|
FBLEX
Fidelity Series Stock Selector Large Cap Value Fund
|
MF | Fidelity | 1.14% | $178,866,452.50 | 3,473,135 | Apr 30, 2026 | Jun 26, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.10% | $144,085,515.50 | 2,797,777 | Apr 30, 2026 | Jun 25, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.19% | $133,198,534.70 | 2,897,510 | Mar 31, 2026 | May 22, 2026 |
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