Truist Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Truist Financial’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109M	Buy	2,991,257 +832,726	+39%	+$29.8M	0.13%	147
2026 Q1	$72.9M	Buy	2,158,531 +41,094	+2%	+$1.41M	0.1%	185
2025 Q4	$72.5M	Sell	2,117,437 -118,614	-5%	-$4.01M	0.1%	190
2025 Q3	$74.7M	Buy	2,236,051 +56,550	+3%	+$1.84M	0.1%	181
2025 Q2	$69.3M	Buy	2,179,501 +128,191	+6%	+$3.86M	0.1%	189
2025 Q1	$60.9M	Buy	2,051,310 +545,149	+36%	+$16.7M	0.1%	190
2024 Q4	$45.9M	Buy	1,506,161 +169,525	+13%	+$5.14M	0.07%	240
2024 Q3	$40M	Buy	1,336,636 +68,095	+5%	+$1.99M	0.06%	271
2024 Q2	$36.7M	Buy	1,268,541 +309,251	+32%	+$8.73M	0.06%	281
2024 Q1	$26.8M	Buy	959,290 +254,078	+36%	+$6.92M	0.04%	353
2023 Q4	$18.7M	Buy	705,212 +236,987	+51%	+$5.99M	0.03%	426
2023 Q3	$11.5M	Buy	468,225 +367,177	+363%	+$9.23M	0.02%	545
2023 Q2	$2.53M	Buy	101,048 +50,491	+100%	+$1.21M	﹤0.01%	1147
2023 Q1	$1.19M	Buy	+50,557	New	+$1.16M	﹤0.01%	1474

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial's BUFR Position: Q2 2026 in Review

Truist Financial increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 39% in Q2 2026, buying an estimated $29.8M and bringing the position to 2,991,257 shares worth $109M. The position accounts for 0.13% of the portfolio, ranked #147.

Truist Financial first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Truist Financial held 2,991,257 shares of FT Vest Fund of Buffer ETFs worth $109M as of Q2 2026.
Truist Financial bought 832,726 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $29.8M.
FT Vest Fund of Buffer ETFs made up 0.13% of Truist Financial's portfolio in Q2 2026, its #147 holding.
Truist Financial first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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