Truist Financial
AVLV icon

Truist Financial’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Truist Financial’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Buy
+2,626
New +$213K ﹤0.01% 2618
2022
Q4 		– Sell
-16,610
Closed -$738K – 2565
2022
Q3 		$738K Buy
+16,610
New +$805K ﹤0.01% 1629

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Truist Financial's AVLV Position: Q1 2026 in Review

Truist Financial opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 2,626 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2618 among its holdings. This is a return to the name: Truist Financial previously reported a position in AVLV as recently as Q3 2022.

Truist Financial first reported a position in AVLV in Q3 2022 and has held it in 2 quarters since. The position peaked at $738K in Q3 2022. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Truist Financial held 2,626 shares of Avantis US Large Cap Value ETF worth $212K as of Q1 2026.
  • Avantis US Large Cap Value ETF was a new Truist Financial position in Q1 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2618 holding.
  • Truist Financial first reported a position in Avantis US Large Cap Value ETF in Q3 2022 and has held it in 2 quarters since.
  • Truist Financial's Avantis US Large Cap Value ETF position peaked at $738K in Q3 2022.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.