Truist Financial’s Invesco QQQ Trust QQQ Stock Holding History

Truist Financial’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70,000	Closed	-$42M	–	2841
2025 Q3	$42M	Buy	+70,000	New	+$40.1M	0.06%	267
2023 Q3	–	Sell	-10,000	Closed	-$3.69M	–	2659
2023 Q2	$3.69M	Buy	10,000 +9,300	+1,329%	+$3.13M	0.01%	968
2023 Q1	$225K	Sell	700 -700	-50%	-$207K	﹤0.01%	2371
2022 Q4	$373K	Buy	+1,400	New	+$387K	﹤0.01%	2151
2021 Q2	–	Sell	-15,000	Closed	-$4.79M	–	2793
2021 Q1	$4.79M	Buy	15,000 +10,900	+266%	+$3.49M	0.01%	849
2020 Q4	$1.29M	Sell	4,100 -3,900	-49%	-$1.14M	﹤0.01%	1362
2020 Q3	$2.22M	Buy	+8,000	New	+$2.17M	﹤0.01%	1034
2020 Q1	–	Sell	-15,500	Closed	-$3.29M	–	2547
2019 Q4	$3.29M	Buy	+15,500	New	+$3.1M	0.01%	924

Other funds holding QQQ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Truist Financial's QQQ Position: Q2 2026 in Review

Truist Financial reduced its Invesco QQQ Trust (QQQ) stake by 3.4% in Q2 2026, selling an estimated $23.5M and leaving 965,798 shares worth $711M. The position accounts for 0.85% of the portfolio, ranked #22.

Truist Financial first reported a position in QQQ in Q2 2013 and has held it in 53 quarters since. 1,760 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Truist Financial held 965,798 shares of Invesco QQQ Trust worth $711M as of Q2 2026.
Truist Financial sold 34,109 Invesco QQQ Trust shares in Q2 2026, an estimated $23.5M.
Invesco QQQ Trust made up 0.85% of Truist Financial's portfolio in Q2 2026, its #22 holding.
Truist Financial first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 53 quarters since.
1,760 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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