Truist Financial
ALLW

Truist Financial’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Truist Financial’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.07M Buy
70,795
+42,700
+152% +$1.27M ﹤0.01% 1358
2026
Q1 		$811K Buy
28,095
+17,840
+174% +$516K ﹤0.01% 1816
2025
Q4 		$282K Buy
10,255
+1,005
+11% +$28.7K ﹤0.01% 2375
2025
Q3 		$258K Buy
9,250
+500
+6% +$13.3K ﹤0.01% 2405
2025
Q2 		$228K Buy
+8,750
New +$220K ﹤0.01% 2357

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Truist Financial's ALLW Position: Q2 2026 in Review

Truist Financial increased its State Street Bridgewater All Weather ETF (ALLW) stake by 152% in Q2 2026, buying an estimated $1.27M and bringing the position to 70,795 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Truist Financial first reported a position in ALLW in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Truist Financial held 70,795 shares of State Street Bridgewater All Weather ETF worth $2.07M as of Q2 2026.
  • Truist Financial bought 42,700 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.27M.
  • State Street Bridgewater All Weather ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1358 holding.
  • Truist Financial first reported a position in State Street Bridgewater All Weather ETF in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.