Truist Financial
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Truist Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Truist Financial’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$64K Buy
11,507
+710
+7% +$4.35K ﹤0.01% 2842
2026
Q2 		$69.8K Hold
10,797
– – ﹤0.01% 2864
2026
Q1 		$67.9K Sell
10,797
-467
-4% -$2.98K ﹤0.01% 2728
2025
Q4 		$71.6K Hold
11,264
– – ﹤0.01% 2692
2025
Q3 		$70.4K Buy
11,264
+570
+5% +$3.4K ﹤0.01% 2648
2025
Q2 		$63.3K Hold
10,694
– – ﹤0.01% 2529
2025
Q1 		$65.4K Buy
+10,694
New +$66.1K ﹤0.01% 2466
2024
Q2 		– Sell
-134,656
Closed -$821K – 2690
2024
Q1 		$821K Buy
134,656
+6,985
+5% +$41.8K ﹤0.01% 1704
2023
Q4 		$748K Sell
127,671
-16,159
-11% -$88.9K ﹤0.01% 1754
2023
Q3 		$767K Buy
143,830
+433
+0.3% +$2.53K ﹤0.01% 1683
2023
Q2 		$892K Buy
+143,397
New +$883K ﹤0.01% 1644

Other funds holding LEO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial's LEO Position: Q3 2026 in Review

Truist Financial increased its BNY Mellon Strategic Municipals (LEO) stake by 6.6% in Q3 2026, buying an estimated $4.35K and bringing the position to 11,507 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Truist Financial first reported a position in LEO in Q2 2023 and has held it in 11 quarters since. The position peaked at $892K in Q2 2023. 42 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • Truist Financial held 11,507 shares of BNY Mellon Strategic Municipals worth $64K as of Q3 2026.
  • Truist Financial bought 710 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $4.35K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2842 holding.
  • Truist Financial first reported a position in BNY Mellon Strategic Municipals in Q2 2023 and has held it in 11 quarters since.
  • Truist Financial's BNY Mellon Strategic Municipals position peaked at $892K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.