Truist Financial
SEIM icon

Truist Financial’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Truist Financial’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
252,371
+1,403
+0.6% +$66.3K 0.02% 572
2025
Q4 		$11.6M Sell
250,968
-3,420
-1% -$156K 0.02% 562
2025
Q3 		$11.5M Buy
254,388
+33,696
+15% +$1.46M 0.02% 567
2025
Q2 		$9.3M Sell
220,692
-3,656
-2% -$139K 0.01% 612
2025
Q1 		$8.09M Sell
224,348
-19,942
-8% -$774K 0.01% 638
2024
Q4 		$9.43M Sell
244,290
-18,203
-7% -$700K 0.01% 599
2024
Q3 		$9.48M Sell
262,493
-17,315
-6% -$585K 0.01% 603
2024
Q2 		$9.29M Sell
279,808
-5,992
-2% -$190K 0.01% 627
2024
Q1 		$9.18M Buy
+285,800
New +$8.63M 0.01% 650

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Truist Financial's SEIM Position: Q1 2026 in Review

Truist Financial increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 0.56% in Q1 2026, buying an estimated $66.3K and bringing the position to 252,371 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #572.

Truist Financial first reported a position in SEIM in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Truist Financial held 252,371 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $11.5M as of Q1 2026.
  • Truist Financial bought 1,403 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $66.3K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.02% of Truist Financial's portfolio in Q1 2026, its #572 holding.
  • Truist Financial first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 9 quarters since.
  • Truist Financial's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $11.6M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

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