Truist Financial
TOTL icon

Truist Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Truist Financial’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.09M Buy
230,218
+32,309
+16% +$1.28M 0.01% 679
2026
Q1 		$7.86M Sell
197,909
-889
-0.4% -$35.7K 0.01% 679
2025
Q4 		$8M Buy
198,798
+7,301
+4% +$296K 0.01% 676
2025
Q3 		$7.77M Buy
191,497
+47,079
+33% +$1.89M 0.01% 702
2025
Q2 		$5.79M Sell
144,418
-9,970
-6% -$396K 0.01% 785
2025
Q1 		$6.22M Buy
154,388
+64,596
+72% +$2.57M 0.01% 736
2024
Q4 		$3.54M Buy
89,792
+8,799
+11% +$353K 0.01% 978
2024
Q3 		$3.35M Buy
80,993
+661
+0.8% +$27K 0.01% 1001
2024
Q2 		$3.19M Buy
80,332
+74,425
+1,260% +$2.94M ﹤0.01% 1057
2024
Q1 		$237K Buy
+5,907
New +$235K ﹤0.01% 2409
2023
Q4 		– Sell
-6,155
Closed -$238K – 2717
2023
Q3 		$238K Buy
+6,155
New +$244K ﹤0.01% 2375
2021
Q2 		– Sell
-10,937
Closed -$527K – 2813
2021
Q1 		$527K Sell
10,937
-4,796
-30% -$234K ﹤0.01% 1937
2020
Q4 		$775K Sell
15,733
-1,363
-8% -$67.2K ﹤0.01% 1631
2020
Q3 		$843K Sell
17,096
-1,152
-6% -$57.1K ﹤0.01% 1447
2020
Q2 		$905K Sell
18,248
-1,800
-9% -$88.2K ﹤0.01% 1335
2020
Q1 		$962K Sell
20,048
-6,929
-26% -$340K ﹤0.01% 1274
2019
Q4 		$1.32M Buy
+26,977
New +$1.32M ﹤0.01% 1320

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial's TOTL Position: Q2 2026 in Review

Truist Financial increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 16% in Q2 2026, buying an estimated $1.28M and bringing the position to 230,218 shares worth $9.09M. The position accounts for 0.01% of the portfolio, ranked #679.

Truist Financial first reported a position in TOTL in Q4 2019 and has held it in 17 quarters since. 207 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Truist Financial held 230,218 shares of State Street DoubleLine Total Return Tactical ETF worth $9.09M as of Q2 2026.
  • Truist Financial bought 32,309 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.28M.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #679 holding.
  • Truist Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and has held it in 17 quarters since.
  • 207 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

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