Truist Financial
LEO

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
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

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Truist Financial's LEO Position: Q1 2026 in Review

Truist Financial reduced its BNY Mellon Strategic Municipals (LEO) stake by 4.1% in Q1 2026, selling an estimated $2.98K and leaving 10,797 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Truist Financial first reported a position in LEO in Q2 2023 and has held it in 9 quarters since. The position peaked at $892K in Q2 2023. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Truist Financial held 10,797 shares of BNY Mellon Strategic Municipals worth $67.9K as of Q1 2026.
  • Truist Financial sold 467 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $2.98K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2728 holding.
  • Truist Financial first reported a position in BNY Mellon Strategic Municipals in Q2 2023 and has held it in 9 quarters since.
  • Truist Financial's BNY Mellon Strategic Municipals position peaked at $892K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.