Truist Financial
GARP

Truist Financial’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Truist Financial’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.77M Buy
58,937
+7,979
+16% +$541K 0.01% 980
2025
Q4 		$3.47M Buy
50,958
+1,841
+4% +$124K ﹤0.01% 1009
2025
Q3 		$3.22M Buy
+49,117
New +$3.07M ﹤0.01% 1105

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Truist Financial's GARP Position: Q1 2026 in Review

Truist Financial increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 16% in Q1 2026, buying an estimated $541K and bringing the position to 58,937 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #980.

Truist Financial first reported a position in GARP in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Truist Financial held 58,937 shares of iShares MSCI USA Quality GARP ETF worth $3.77M as of Q1 2026.
  • Truist Financial bought 7,979 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $541K.
  • iShares MSCI USA Quality GARP ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #980 holding.
  • Truist Financial first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

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