Truist Financial
STXF

Truist Financial’s Strive 500 ETF STXF Stock Holding History

Truist Financial’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8M Buy
447,930
+8,721
+2% +$382K 0.03% 424
2025
Q4 		$19.4M Buy
439,209
+5,500
+1% +$241K 0.03% 418
2025
Q3 		$18.7M Buy
433,709
+856
+0.2% +$35.5K 0.03% 428
2025
Q2 		$17.3M Buy
432,853
+41,917
+11% +$1.55M 0.03% 437
2025
Q1 		$14.1M Buy
390,936
+3,419
+0.9% +$130K 0.02% 474
2024
Q4 		$14.6M Buy
387,517
+30,243
+8% +$1.15M 0.02% 465
2024
Q3 		$13.2M Buy
357,274
+24,406
+7% +$867K 0.02% 495
2024
Q2 		$11.6M Buy
332,868
+69,448
+26% +$2.34M 0.02% 556
2024
Q1 		$8.87M Buy
263,420
+16,890
+7% +$541K 0.01% 665
2023
Q4 		$7.54M Buy
246,530
+40,586
+20% +$1.16M 0.01% 712
2023
Q3 		$5.64M Buy
205,944
+56,551
+38% +$1.61M 0.01% 800
2023
Q2 		$4.23M Buy
+149,393
New +$4M 0.01% 896

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Truist Financial's STXF Position: Q1 2026 in Review

Truist Financial increased its Strive 500 ETF (STXF) stake by 2% in Q1 2026, buying an estimated $382K and bringing the position to 447,930 shares worth $18.8M. The position accounts for 0.03% of the portfolio, ranked #424.

Truist Financial first reported a position in STXF in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Truist Financial held 447,930 shares of Strive 500 ETF worth $18.8M as of Q1 2026.
  • Truist Financial bought 8,721 Strive 500 ETF shares in Q1 2026, an estimated $382K.
  • Strive 500 ETF made up 0.03% of Truist Financial's portfolio in Q1 2026, its #424 holding.
  • Truist Financial first reported a position in Strive 500 ETF in Q2 2023 and has held it in 12 quarters since.
  • Truist Financial's Strive 500 ETF position peaked at $19.4M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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