Truist Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Truist Financial’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	+5,400	New	+$1.07M	﹤0.01%	1682
2025 Q4	–	Sell	-5,500	Closed	-$1.04M	–	2846
2025 Q3	$1.04M	Hold	5,500	–	–	﹤0.01%	1644
2025 Q2	$1,000K	Hold	5,500	–	–	﹤0.01%	1602
2025 Q1	$953K	Buy	5,500 +1,600	+41%	+$285K	﹤0.01%	1542
2024 Q4	$683K	Hold	3,900	–	–	﹤0.01%	1729
2024 Q3	$699K	Hold	3,900	–	–	﹤0.01%	1697
2024 Q2	$641K	Hold	3,900	–	–	﹤0.01%	1834
2024 Q1	$661K	Hold	3,900	–	–	﹤0.01%	1818
2023 Q4	$615K	Buy	+3,900	New	+$567K	﹤0.01%	1859
2022 Q1	–	Sell	-2,300	Closed	-$374K	–	2825
2021 Q4	$374K	Hold	2,300	–	–	﹤0.01%	2210
2021 Q3	$345K	Hold	2,300	–	–	﹤0.01%	2243
2021 Q2	$347K	Hold	2,300	–	–	﹤0.01%	2282
2021 Q1	$326K	Buy	+2,300	New	+$310K	﹤0.01%	2232

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Truist Financial's RSP Position: Q1 2026 in Review

Truist Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q1 2026, buying an estimated $87.7M and bringing the position to 3,200,453 shares worth $614M. The position accounts for 0.83% of the portfolio, ranked #20.

Truist Financial first reported a position in RSP in Q3 2015 and has held it in 33 quarters since. The position peaked at $1.24B in Q1 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Truist Financial held 3,200,453 shares of Invesco S&P 500 Equal Weight ETF worth $614M as of Q1 2026.
Truist Financial bought 442,740 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $87.7M.
Invesco S&P 500 Equal Weight ETF made up 0.83% of Truist Financial's portfolio in Q1 2026, its #20 holding.
Truist Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2015 and has held it in 33 quarters since.
Truist Financial's Invesco S&P 500 Equal Weight ETF position peaked at $1.24B in Q1 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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