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 Q3	$25.4M	Buy	515,842 +24,981	+5%	+$1.23M	0.03%	385
2026 Q2	$23.7M	Buy	490,861 +42,931	+10%	+$2.01M	0.03%	394
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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Truist Financial's STXF Position: Q3 2026 in Review

Truist Financial increased its Strive 500 ETF (STXF) stake by 5.1% in Q3 2026, buying an estimated $1.23M and bringing the position to 515,842 shares worth $25.4M. The position accounts for 0.03% of the portfolio, ranked #385.

Truist Financial first reported a position in STXF in Q2 2023 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

Truist Financial held 515,842 shares of Strive 500 ETF worth $25.4M as of Q3 2026.
Truist Financial bought 24,981 Strive 500 ETF shares in Q3 2026, an estimated $1.23M.
Strive 500 ETF made up 0.03% of Truist Financial's portfolio in Q3 2026, its #385 holding.
Truist Financial first reported a position in Strive 500 ETF in Q2 2023 and has held it in 14 quarters since.
50 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.