Truist Financial’s AvePoint AVPT Stock Holding History

Truist Financial’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	28,335 +7,592	+37%	+$78.1K	﹤0.01%	2497
2026 Q1	$197K	Buy	20,743 +8,542	+70%	+$96.2K	﹤0.01%	2664
2025 Q4	$169K	Buy	+12,201	New	+$169K	﹤0.01%	2638

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Truist Financial's AVPT Position: Q2 2026 in Review

Truist Financial increased its AvePoint (AVPT) stake by 37% in Q2 2026, buying an estimated $78.1K and bringing the position to 28,335 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Truist Financial first reported a position in AVPT in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Truist Financial held 28,335 shares of AvePoint worth $318K as of Q2 2026.
Truist Financial bought 7,592 AvePoint shares in Q2 2026, an estimated $78.1K.
AvePoint made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2497 holding.
Truist Financial first reported a position in AvePoint in Q4 2025 and has held it in 3 quarters since.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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