Truist Financial
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Truist Financial’s AB Tax-Aware Intermediate Municipal ETF TAFM Stock Holding History

Truist Financial’s Portfolio TAFM Stock Details TAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.36M Buy
325,431
+26,438
+9% +$673K 0.01% 699
2026
Q1 		$7.56M Buy
298,993
+21,553
+8% +$551K 0.01% 697
2025
Q4 		$7.05M Buy
277,440
+49,930
+22% +$1.27M 0.01% 720
2025
Q3 		$5.78M Sell
227,510
-15,849
-7% -$395K 0.01% 823
2025
Q2 		$6.07M Buy
243,359
+225,628
+1,273% +$5.6M 0.01% 765
2025
Q1 		$446K Buy
+17,731
New +$449K ﹤0.01% 1933

Other funds holding TAFM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Truist Financial's TAFM Position: Q2 2026 in Review

Truist Financial increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 8.8% in Q2 2026, buying an estimated $673K and bringing the position to 325,431 shares worth $8.36M. The position accounts for 0.01% of the portfolio, ranked #699.

Truist Financial first reported a position in TAFM in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold TAFM as of Q2 2026.

  • Truist Financial held 325,431 shares of AB Tax-Aware Intermediate Municipal ETF worth $8.36M as of Q2 2026.
  • Truist Financial bought 26,438 AB Tax-Aware Intermediate Municipal ETF shares in Q2 2026, an estimated $673K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #699 holding.
  • Truist Financial first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q2 2026.

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