Truist Financial
CAFX

Truist Financial’s Congress Intermediate Bond ETF CAFX Stock Holding History

Truist Financial’s Portfolio CAFX Stock Details CAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
47,119
-108,298
-70% -$2.68M ﹤0.01% 1677
2026
Q1 		$3.86M Sell
155,417
-39,641
-20% -$991K 0.01% 972
2025
Q4 		$4.88M Buy
195,058
+22,954
+13% +$576K 0.01% 860
2025
Q3 		$4.31M Buy
172,104
+3,820
+2% +$95.5K 0.01% 959
2025
Q2 		$4.2M Buy
168,284
+11,718
+7% +$290K 0.01% 941
2025
Q1 		$3.88M Buy
156,566
+20,372
+15% +$501K 0.01% 935
2024
Q4 		$3.33M Buy
+136,194
New +$3.36M 0.01% 1004

Other funds holding CAFX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ESB
Essex Savings Bank Essex, Connecticut $462M AUM 33.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial's CAFX Position: Q2 2026 in Review

Truist Financial reduced its Congress Intermediate Bond ETF (CAFX) stake by 70% in Q2 2026, selling an estimated $2.68M and leaving 47,119 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Truist Financial first reported a position in CAFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88M in Q4 2025. 10 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

  • Truist Financial held 47,119 shares of Congress Intermediate Bond ETF worth $1.16M as of Q2 2026.
  • Truist Financial sold 108,298 Congress Intermediate Bond ETF shares in Q2 2026, an estimated $2.68M.
  • Congress Intermediate Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1677 holding.
  • Truist Financial first reported a position in Congress Intermediate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Truist Financial's Congress Intermediate Bond ETF position peaked at $4.88M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

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