Truist Financial
SHLD icon

Truist Financial’s Global X Defense Tech ETF SHLD Stock Holding History

Truist Financial’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
18,018
+1,191
+7% +$79.3K ﹤0.01% 1727
2026
Q1 		$1.19M Buy
16,827
+1,481
+10% +$110K ﹤0.01% 1608
2025
Q4 		$994K Buy
15,346
+251
+2% +$16.5K ﹤0.01% 1667
2025
Q3 		$1.06M Buy
15,095
+6,773
+81% +$425K ﹤0.01% 1635
2025
Q2 		$501K Buy
8,322
+3,058
+58% +$164K ﹤0.01% 1971
2025
Q1 		$245K Buy
+5,264
New +$223K ﹤0.01% 2256

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Truist Financial's SHLD Position: Q2 2026 in Review

Truist Financial increased its Global X Defense Tech ETF (SHLD) stake by 7.1% in Q2 2026, buying an estimated $79.3K and bringing the position to 18,018 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Truist Financial first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2026. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Truist Financial held 18,018 shares of Global X Defense Tech ETF worth $1.08M as of Q2 2026.
  • Truist Financial bought 1,191 Global X Defense Tech ETF shares in Q2 2026, an estimated $79.3K.
  • Global X Defense Tech ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1727 holding.
  • Truist Financial first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • Truist Financial's Global X Defense Tech ETF position peaked at $1.19M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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