Truist Financial
WINN icon

Truist Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

Truist Financial’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Buy
60,851
+7,047
+13% +$209K ﹤0.01% 1427
2025
Q4 		$1.67M Sell
53,804
-323
-0.6% -$10.1K ﹤0.01% 1398
2025
Q3 		$1.69M Sell
54,127
-2,896
-5% -$87.1K ﹤0.01% 1423
2025
Q2 		$1.66M Sell
57,023
-2,738
-5% -$71.7K ﹤0.01% 1373
2025
Q1 		$1.46M Buy
59,761
+5,501
+10% +$148K ﹤0.01% 1366
2024
Q4 		$1.48M Buy
54,260
+1,640
+3% +$44K ﹤0.01% 1378
2024
Q3 		$1.35M Buy
52,620
+22,939
+77% +$571K ﹤0.01% 1396
2024
Q2 		$751K Buy
29,681
+1,621
+6% +$38.4K ﹤0.01% 1746
2024
Q1 		$659K Buy
+28,060
New +$630K ﹤0.01% 1819

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Truist Financial's WINN Position: Q1 2026 in Review

Truist Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 13% in Q1 2026, buying an estimated $209K and bringing the position to 60,851 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Truist Financial first reported a position in WINN in Q1 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Truist Financial held 60,851 shares of Harbor Long-Term Growers ETF worth $1.69M as of Q1 2026.
  • Truist Financial bought 7,047 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $209K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1427 holding.
  • Truist Financial first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and has held it in 9 quarters since.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

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