Truist Financial
TAFM icon

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
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 $309B AUM 23.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Truist Financial's TAFM Position: Q1 2026 in Review

Truist Financial increased its AB Tax-Aware Intermediate Municipal ETF (TAFM) stake by 7.8% in Q1 2026, buying an estimated $551K and bringing the position to 298,993 shares worth $7.56M. The position accounts for 0.01% of the portfolio, ranked #697.

Truist Financial first reported a position in TAFM in Q1 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold TAFM as of Q1 2026.

  • Truist Financial held 298,993 shares of AB Tax-Aware Intermediate Municipal ETF worth $7.56M as of Q1 2026.
  • Truist Financial bought 21,553 AB Tax-Aware Intermediate Municipal ETF shares in Q1 2026, an estimated $551K.
  • AB Tax-Aware Intermediate Municipal ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #697 holding.
  • Truist Financial first reported a position in AB Tax-Aware Intermediate Municipal ETF in Q1 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held AB Tax-Aware Intermediate Municipal ETF as of Q1 2026.

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