Truist Financial’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Truist Financial’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	29,101 +2,596	+10%	+$201K	﹤0.01%	1281
2025 Q4	$2.02M	Hold	26,505	–	–	﹤0.01%	1281
2025 Q3	$1.95M	Buy	26,505 +1,847	+7%	+$132K	﹤0.01%	1350
2025 Q2	$1.69M	Buy	24,658 +11,063	+81%	+$703K	﹤0.01%	1364
2025 Q1	$848K	Buy	13,595 +2,040	+18%	+$135K	﹤0.01%	1604
2024 Q4	$764K	Buy	11,555 +1,871	+19%	+$125K	﹤0.01%	1672
2024 Q3	$632K	Hold	9,684	–	–	﹤0.01%	1743
2024 Q2	$598K	Hold	9,684	–	–	﹤0.01%	1865
2024 Q1	$586K	Buy	+9,684	New	+$564K	﹤0.01%	1880

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Truist Financial's AVSU Position: Q1 2026 in Review

Truist Financial increased its Avantis Responsible US Equity ETF (AVSU) stake by 9.8% in Q1 2026, buying an estimated $201K and bringing the position to 29,101 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Truist Financial first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Truist Financial held 29,101 shares of Avantis Responsible US Equity ETF worth $2.15M as of Q1 2026.
Truist Financial bought 2,596 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $201K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1281 holding.
Truist Financial first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

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