Question 1

How many shares of SMIG does TRUIST FINANCIAL CORP own?

Accepted Answer

As of 2026-Q2, TRUIST FINANCIAL CORP holds 247,500 shares of SMIG (BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF).

Question 2

What is TRUIST FINANCIAL CORP's SMIG position worth?

Accepted Answer

As of 2026-Q2, TRUIST FINANCIAL CORP's SMIG position is worth $8.1M.

Question 3

Is TRUIST FINANCIAL CORP buying or selling SMIG?

Accepted Answer

In 2026-Q2, TRUIST FINANCIAL CORP increased their SMIG position (+1.5% change in shares).

Question 4

When did TRUIST FINANCIAL CORP first buy SMIG?

Accepted Answer

Based on available 13F filings, TRUIST FINANCIAL CORP first reported a position in SMIG in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	247,500	+1.5%	$8.1M	0.0%	$32.81	28
2026-Q1	Increased	243,740	+0.5%	$7.2M	0.0%	$31.06	27
2025-Q4	Decreased	242,634	-1.4%	$7M	0.0%	$28.99	0
2025-Q3	Increased	246,111	+5.5%	$7.3M	0.0%	$29.25	29
2025-Q2	Increased	233,288	+19.3%	$6.7M	0.0%	$28.44	32
2025-Q1	New	195,491	-	$5.6M	0.0%	$27.96	37

SMIG6 quarters

SMIG
6 quarters