Truist Financial
TRFM icon

Truist Financial’s AAM Transformers ETF TRFM Stock Holding History

Truist Financial’s Portfolio TRFM Stock Details TRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
19,857
+2,500
+14% +$142K ﹤0.01% 1633
2026
Q1 		$806K Buy
17,357
+4,607
+36% +$225K ﹤0.01% 1821
2025
Q4 		$608K Buy
+12,750
New +$619K ﹤0.01% 1938

Other funds holding TRFM

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return

Truist Financial's TRFM Position: Q2 2026 in Review

Truist Financial increased its AAM Transformers ETF (TRFM) stake by 14% in Q2 2026, buying an estimated $142K and bringing the position to 19,857 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Truist Financial first reported a position in TRFM in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold TRFM as of Q2 2026.

  • Truist Financial held 19,857 shares of AAM Transformers ETF worth $1.25M as of Q2 2026.
  • Truist Financial bought 2,500 AAM Transformers ETF shares in Q2 2026, an estimated $142K.
  • AAM Transformers ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1633 holding.
  • Truist Financial first reported a position in AAM Transformers ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q2 2026.

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