Truist Financial’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Truist Financial’s Portfolio PFFV Stock Details PFFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Sell	22,335 -2,362	-10%	-$52.4K	﹤0.01%	2212
2026 Q1	$539K	Sell	24,697 -622	-2%	-$13.9K	﹤0.01%	2044
2025 Q4	$563K	Sell	25,319 -251	-1%	-$5.71K	﹤0.01%	1983
2025 Q3	$591K	Sell	25,570 -1,582	-6%	-$36.6K	﹤0.01%	1935
2025 Q2	$619K	Buy	27,152 +2,818	+12%	+$64.7K	﹤0.01%	1846
2025 Q1	$576K	Buy	24,334 +7,337	+43%	+$175K	﹤0.01%	1790
2024 Q4	$401K	Sell	16,997 -31,227	-65%	-$751K	﹤0.01%	2002
2024 Q3	$1.16M	Sell	48,224 -6,079	-11%	-$145K	﹤0.01%	1459
2024 Q2	$1.28M	Buy	54,303 +5,426	+11%	+$128K	﹤0.01%	1489
2024 Q1	$1.16M	Sell	48,877 -4,745	-9%	-$112K	﹤0.01%	1539
2023 Q4	$1.24M	Sell	53,622 -28,324	-35%	-$644K	﹤0.01%	1496
2023 Q3	$1.88M	Sell	81,946 -14,888	-15%	-$338K	﹤0.01%	1270
2023 Q2	$2.16M	Sell	96,834 -414	-0.4%	-$9.2K	﹤0.01%	1228
2023 Q1	$2.22M	Buy	97,248 +6,689	+7%	+$157K	﹤0.01%	1178
2022 Q4	$2.04M	Sell	90,559 -22,257	-20%	-$511K	﹤0.01%	1198
2022 Q3	$2.65M	Buy	112,816 +8,819	+8%	+$214K	0.01%	1039
2022 Q2	$2.51M	Buy	103,997 +3,503	+3%	+$86.4K	﹤0.01%	1108
2022 Q1	$2.62M	Buy	100,494 +6,498	+7%	+$172K	﹤0.01%	1177
2021 Q4	$2.61M	Buy	93,996 +34,216	+57%	+$948K	﹤0.01%	1151
2021 Q3	$1.68M	Buy	59,780 +42,531	+247%	+$1.2M	﹤0.01%	1355
2021 Q2	$0	Buy	+17,249	New	+$481K	﹤0.01%	2782

Other funds holding PFFV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Truist Financial's PFFV Position: Q2 2026 in Review

Truist Financial reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 9.6% in Q2 2026, selling an estimated $52.4K and leaving 22,335 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Truist Financial first reported a position in PFFV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.65M in Q3 2022. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Truist Financial held 22,335 shares of Global X Variable Rate Preferred ETF worth $492K as of Q2 2026.
Truist Financial sold 2,362 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $52.4K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2212 holding.
Truist Financial first reported a position in Global X Variable Rate Preferred ETF in Q2 2021 and has held it in 21 quarters since.
Truist Financial's Global X Variable Rate Preferred ETF position peaked at $2.65M in Q3 2022.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

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