Truist Financial
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Truist Financial’s VanEck Short Muni ETF SMB Stock Holding History

Truist Financial’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,551
Closed -$269K – 3003
2026
Q1 		$269K Buy
15,551
+1,700
+12% +$29.6K ﹤0.01% 2456
2025
Q4 		$241K Buy
13,851
+289
+2% +$5.02K ﹤0.01% 2477
2025
Q3 		$236K Buy
+13,562
New +$235K ﹤0.01% 2458

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial's SMB Position: Q2 2026 in Review

Truist Financial sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 15,551 shares — an estimated $269K sold.

Truist Financial first reported a position in SMB in Q3 2025 and held it in 3 quarters. The position peaked at $269K in Q1 2026. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Truist Financial reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 15,551 VanEck Short Muni ETF shares in Q2 2026, an estimated $269K.
  • Truist Financial first reported a position in VanEck Short Muni ETF in Q3 2025 and held it in 3 quarters.
  • Truist Financial's VanEck Short Muni ETF position peaked at $269K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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