Truist Financial
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Truist Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Truist Financial’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472K Sell
5,515
-2,073
-27% -$167K ﹤0.01% 2114
2025
Q4 		$599K Buy
7,588
+3,552
+88% +$293K ﹤0.01% 1947
2025
Q3 		$337K Buy
+4,036
New +$321K ﹤0.01% 2246

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Truist Financial's UTES Position: Q1 2026 in Review

Truist Financial reduced its Virtus Reaves Utilities ETF (UTES) stake by 27% in Q1 2026, selling an estimated $167K and leaving 5,515 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Truist Financial first reported a position in UTES in Q3 2025 and has held it in 3 quarters since. The position peaked at $599K in Q4 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Truist Financial held 5,515 shares of Virtus Reaves Utilities ETF worth $472K as of Q1 2026.
  • Truist Financial sold 2,073 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $167K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2114 holding.
  • Truist Financial first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's Virtus Reaves Utilities ETF position peaked at $599K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

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