Truist Financial
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Truist Financial’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Truist Financial’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40M Buy
1,840,500
+302,843
+20% +$6.58M 0.05% 289
2026
Q1 		$33.6M Buy
+1,537,657
New +$33.8M 0.05% 306

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
MWP
Madison Wealth Partners Madison, Wisconsin $786M AUM 23.49% 1-Year Est. Return

Truist Financial's UBND Position: Q2 2026 in Review

Truist Financial increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 20% in Q2 2026, buying an estimated $6.58M and bringing the position to 1,840,500 shares worth $40M. The position accounts for 0.05% of the portfolio, ranked #289.

Truist Financial first reported a position in UBND in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Truist Financial held 1,840,500 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $40M as of Q2 2026.
  • Truist Financial bought 302,843 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $6.58M.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #289 holding.
  • Truist Financial first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

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