Truist Financial
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Truist Financial’s Bahl & Gaynor Income Growth ETF BGIG Stock Holding History

Truist Financial’s Portfolio BGIG Stock Details BGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Sell
421,298
-16,099
-4% -$561K 0.02% 515
2026
Q1 		$14.5M Buy
437,397
+430,656
+6,389% +$14.5M 0.02% 491
2025
Q4 		$218K Hold
6,741
– – ﹤0.01% 2556
2025
Q3 		$217K Hold
6,741
– – ﹤0.01% 2510
2025
Q2 		$205K Buy
+6,741
New +$197K ﹤0.01% 2410
2025
Q1 		– Sell
-6,889
Closed -$202K – 2556
2024
Q4 		$202K Buy
+6,889
New +$207K ﹤0.01% 2392

Other funds holding BGIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial's BGIG Position: Q2 2026 in Review

Truist Financial reduced its Bahl & Gaynor Income Growth ETF (BGIG) stake by 3.7% in Q2 2026, selling an estimated $561K and leaving 421,298 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #515.

Truist Financial first reported a position in BGIG in Q4 2024 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold BGIG as of Q2 2026.

  • Truist Financial held 421,298 shares of Bahl & Gaynor Income Growth ETF worth $15.1M as of Q2 2026.
  • Truist Financial sold 16,099 Bahl & Gaynor Income Growth ETF shares in Q2 2026, an estimated $561K.
  • Bahl & Gaynor Income Growth ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #515 holding.
  • Truist Financial first reported a position in Bahl & Gaynor Income Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held Bahl & Gaynor Income Growth ETF as of Q2 2026.

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