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MTBAMTBA
8 quarters

Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Truist Financial holds 40,291 shares of MTBA (Simplify Exchange Traded Fun), worth $2M, as of its Q2 2026 13F filing. It reduced the position by 45,714 shares (-53.2%) from Q1 2026. Truist Financial has held MTBA since Q3 2024, across 8 quarterly 13F filings.

Current Value

$2M

Current Shares

40,291

Total Value Change

-$3.4M

Total Shares Change

-64,455

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,291
-53.1%
$2M0.0%$48.61
0
2026-Q1
Increased
86,005
+4.2%
$4.3M0.0%$48.29
28
2025-Q4
Increased
82,548
+8.5%
$4.2M0.0%$48.50
29
2025-Q3
Increased
76,106
+18.1%
$3.8M0.0%$47.70
31
2025-Q2
Decreased
64,454
-52.7%
$3.2M0.0%$46.75
0
2025-Q1
Increased
136,171
+32.7%
$6.8M0.0%$46.10
35
2024-Q4
Decreased
102,606
-2.0%
$5.1M0.0%$45.00
0
2024-Q3
New
104,746
-
$5.4M0.0%$45.93
37

Other major holders of MTBA: SEI INVESTMENTS CO, ENVESTNET ASSET MANAGEMENT INC

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