Truist Financial
SMIG icon

Truist Financial’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Truist Financial’s Portfolio SMIG Stock Details SMIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.12M Buy
247,500
+3,760
+2% +$118K 0.01% 712
2026
Q1 		$7.15M Buy
243,740
+1,106
+0.5% +$33.4K 0.01% 714
2025
Q4 		$6.99M Sell
242,634
-3,477
-1% -$100K 0.01% 726
2025
Q3 		$7.29M Buy
246,111
+12,823
+5% +$378K 0.01% 726
2025
Q2 		$6.73M Buy
233,288
+37,797
+19% +$1.06M 0.01% 723
2025
Q1 		$5.58M Buy
+195,491
New +$5.73M 0.01% 781

Other funds holding SMIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Truist Financial's SMIG Position: Q2 2026 in Review

Truist Financial increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 1.5% in Q2 2026, buying an estimated $118K and bringing the position to 247,500 shares worth $8.12M. The position accounts for 0.01% of the portfolio, ranked #712.

Truist Financial first reported a position in SMIG in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Truist Financial held 247,500 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $8.12M as of Q2 2026.
  • Truist Financial bought 3,760 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $118K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #712 holding.
  • Truist Financial first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 26 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

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