Truist Financial
ATFV icon

Truist Financial’s Alger 35 ETF ATFV Stock Holding History

Truist Financial’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.03M Buy
49,826
+8,921
+22% +$351K ﹤0.01% 1378
2026
Q2 		$1.69M Buy
+40,905
New +$1.55M ﹤0.01% 1473

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Truist Financial's ATFV Position: Q3 2026 in Review

Truist Financial increased its Alger 35 ETF (ATFV) stake by 22% in Q3 2026, buying an estimated $351K and bringing the position to 49,826 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Truist Financial first reported a position in ATFV in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

  • Truist Financial held 49,826 shares of Alger 35 ETF worth $2.03M as of Q3 2026.
  • Truist Financial bought 8,921 Alger 35 ETF shares in Q3 2026, an estimated $351K.
  • Alger 35 ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1378 holding.
  • Truist Financial first reported a position in Alger 35 ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.