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CAFXCAFX
7 quarters

Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in PROFESIONALLY MANAGED PORTFO

TRUIST FINANCIAL CORP holds 47,119 shares of CAFX (PROFESIONALLY MANAGED PORTFO), worth $1.2M as of 2026-Q2. The position was decreased (-69.7% shares). CAFX represents 0.0% of TRUIST FINANCIAL CORP's portfolio.

Current Value

$1.2M

Current Shares

47,119

Total Value Change

-$2.2M

Total Shares Change

-89,075

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,119
-69.7%
$1.2M0.0%$24.54
0
2026-Q1
Decreased
155,417
-20.3%
$3.9M0.0%$24.47
0
2025-Q4
Increased
195,058
+13.3%
$4.9M0.0%$24.44
30
2025-Q3
Increased
172,104
+2.3%
$4.3M0.0%$24.19
27
2025-Q2
Increased
168,284
+7.5%
$4.2M0.0%$23.88
29
2025-Q1
Increased
156,566
+15.0%
$3.9M0.0%$23.50
31
2024-Q4
New
136,194
-
$3.3M0.0%$22.96
37

Other major holders of CAFX: OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC

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