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
Q3 		$224K Buy
+13,234
New +$227K ﹤0.01% 2680
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

Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Truist Financial's SMB Position: Q3 2026 in Review

Truist Financial opened a new position in VanEck Short Muni ETF (SMB) in Q3 2026: 13,234 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2680 among its holdings. This is a return to the name: Truist Financial previously reported a position in SMB as recently as Q1 2026.

Truist Financial first reported a position in SMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $269K in Q1 2026. 77 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

  • Truist Financial held 13,234 shares of VanEck Short Muni ETF worth $224K as of Q3 2026.
  • VanEck Short Muni ETF was a new Truist Financial position in Q3 2026.
  • VanEck Short Muni ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2680 holding.
  • Truist Financial first reported a position in VanEck Short Muni ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's VanEck Short Muni ETF position peaked at $269K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

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