Truist Financial
CDL icon

Truist Financial’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Truist Financial’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Sell
27,506
-193
-0.7% -$14.7K ﹤0.01% 1348
2026
Q1 		$2.06M Sell
27,699
-506
-2% -$37.3K ﹤0.01% 1305
2025
Q4 		$1.94M Buy
28,205
+13
+0% +$896 ﹤0.01% 1303
2025
Q3 		$1.96M Sell
28,192
-98
-0.3% -$6.7K ﹤0.01% 1346
2025
Q2 		$1.88M Buy
28,290
+10
+0% +$651 ﹤0.01% 1312
2025
Q1 		$1.94M Sell
28,280
-498
-2% -$33.5K ﹤0.01% 1242
2024
Q4 		$1.88M Sell
28,778
-284
-1% -$19.2K ﹤0.01% 1253
2024
Q3 		$1.97M Sell
29,062
-901
-3% -$58.2K ﹤0.01% 1238
2024
Q2 		$1.83M Sell
29,963
-5,138
-15% -$315K ﹤0.01% 1316
2024
Q1 		$2.18M Sell
35,101
-5,524
-14% -$326K ﹤0.01% 1240
2023
Q4 		$2.37M Sell
40,625
-80
-0.2% -$4.41K ﹤0.01% 1181
2023
Q3 		$2.21M Sell
40,705
-2,843
-7% -$162K ﹤0.01% 1183
2023
Q2 		$2.46M Buy
43,548
+5,548
+15% +$313K ﹤0.01% 1157
2023
Q1 		$2.19M Buy
38,000
+509
+1% +$30.2K ﹤0.01% 1185
2022
Q4 		$2.21M Buy
+37,491
New +$2.17M ﹤0.01% 1165
2022
Q3 		– Sell
-3,809
Closed -$221K – 2537
2022
Q2 		$221K Sell
3,809
-763
-17% -$46.8K ﹤0.01% 2406
2022
Q1 		$289K Hold
4,572
– – ﹤0.01% 2343
2021
Q4 		$279K Hold
4,572
– – ﹤0.01% 2403
2021
Q3 		$260K Hold
4,572
– – ﹤0.01% 2432
2021
Q2 		$259K Sell
4,572
-407
-8% -$23.2K ﹤0.01% 2457
2021
Q1 		$272K Hold
4,979
– – ﹤0.01% 2348
2020
Q4 		$235K Hold
4,979
– – ﹤0.01% 2305
2020
Q3 		$201K Sell
4,979
-3,050
-38% -$124K ﹤0.01% 2260
2020
Q2 		$317K Hold
8,029
– – ﹤0.01% 1908
2020
Q1 		$283K Hold
8,029
– – ﹤0.01% 1898
2019
Q4 		$406K Buy
+8,029
New +$393K ﹤0.01% 1992

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial's CDL Position: Q2 2026 in Review

Truist Financial reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.7% in Q2 2026, selling an estimated $14.7K and leaving 27,506 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Truist Financial first reported a position in CDL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q2 2023. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Truist Financial held 27,506 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $2.13M as of Q2 2026.
  • Truist Financial sold 193 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $14.7K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1348 holding.
  • Truist Financial first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $2.46M in Q2 2023.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

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