Truist Financial
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Truist Financial’s iShares Global Utilities ETF JXI Stock Holding History

Truist Financial’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Sell
3,551
-69
-2% -$5.91K ﹤0.01% 2535
2026
Q1 		$313K Sell
3,620
-2
-0.1% -$168 ﹤0.01% 2362
2025
Q4 		$285K Sell
3,622
-3,229
-47% -$258K ﹤0.01% 2368
2025
Q3 		$532K Sell
6,851
-6
-0.1% -$451 ﹤0.01% 1996
2025
Q2 		$506K Sell
6,857
-4,271
-38% -$305K ﹤0.01% 1967
2025
Q1 		$769K Buy
11,128
+3,139
+39% +$209K ﹤0.01% 1647
2024
Q4 		$513K Sell
7,989
-668
-8% -$45.4K ﹤0.01% 1860
2024
Q3 		$612K Buy
8,657
+24
+0.3% +$1.56K ﹤0.01% 1759
2024
Q2 		$517K Sell
8,633
-1
-0% -$61 ﹤0.01% 1957
2024
Q1 		$510K Sell
8,634
-315
-4% -$17.9K ﹤0.01% 1963
2023
Q4 		$523K Sell
8,949
-582
-6% -$32.7K ﹤0.01% 1939
2023
Q3 		$515K Sell
9,531
-900
-9% -$52.5K ﹤0.01% 1910
2023
Q2 		$624K Buy
10,431
+582
+6% +$35.5K ﹤0.01% 1840
2023
Q1 		$595K Buy
9,849
+1,003
+11% +$59.5K ﹤0.01% 1871
2022
Q4 		$532K Buy
8,846
+81
+0.9% +$4.7K ﹤0.01% 1916
2022
Q3 		$480K Buy
8,765
+56
+0.6% +$3.46K ﹤0.01% 1839
2022
Q2 		$524K Buy
8,709
+4,086
+88% +$259K ﹤0.01% 1878
2022
Q1 		$304K Buy
4,623
+82
+2% +$5.13K ﹤0.01% 2318
2021
Q4 		$294K Buy
4,541
+252
+6% +$15.6K ﹤0.01% 2374
2021
Q3 		$252K Buy
+4,289
New +$266K ﹤0.01% 2447

Other funds holding JXI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Truist Financial's JXI Position: Q2 2026 in Review

Truist Financial reduced its iShares Global Utilities ETF (JXI) stake by 1.9% in Q2 2026, selling an estimated $5.91K and leaving 3,551 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Truist Financial first reported a position in JXI in Q3 2021 and has held it in 20 quarters since. The position peaked at $769K in Q1 2025. 25 funds tracked by Wall St. Rank hold JXI as of Q2 2026.

  • Truist Financial held 3,551 shares of iShares Global Utilities ETF worth $302K as of Q2 2026.
  • Truist Financial sold 69 iShares Global Utilities ETF shares in Q2 2026, an estimated $5.91K.
  • iShares Global Utilities ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2535 holding.
  • Truist Financial first reported a position in iShares Global Utilities ETF in Q3 2021 and has held it in 20 quarters since.
  • Truist Financial's iShares Global Utilities ETF position peaked at $769K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q2 2026.

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