Truist Financial
INCM icon

Truist Financial’s Franklin Income Focus ETF INCM Stock Holding History

Truist Financial’s Portfolio INCM Stock Details INCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
40,920
+3,381
+9% +$98.7K ﹤0.01% 1663
2026
Q1 		$1.08M Buy
37,539
+10,629
+39% +$308K ﹤0.01% 1660
2025
Q4 		$755K Buy
26,910
+10,853
+68% +$303K ﹤0.01% 1818
2025
Q3 		$445K Buy
+16,057
New +$441K ﹤0.01% 2098

Other funds holding INCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial's INCM Position: Q2 2026 in Review

Truist Financial increased its Franklin Income Focus ETF (INCM) stake by 9% in Q2 2026, buying an estimated $98.7K and bringing the position to 40,920 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Truist Financial first reported a position in INCM in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold INCM as of Q2 2026.

  • Truist Financial held 40,920 shares of Franklin Income Focus ETF worth $1.18M as of Q2 2026.
  • Truist Financial bought 3,381 Franklin Income Focus ETF shares in Q2 2026, an estimated $98.7K.
  • Franklin Income Focus ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1663 holding.
  • Truist Financial first reported a position in Franklin Income Focus ETF in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Income Focus ETF as of Q2 2026.

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