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SMIZSMIZ
2 quarters

Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in ZACKS TRUST

Yes. Truist Financial holds 254,812 shares of SMIZ, worth $11.4M, as of its Q2 2026 13F filing. It increased the position by 87,678 shares (+52.5%) from Q1 2026. Truist Financial has held SMIZ since Q1 2026, across 2 quarterly 13F filings.

Current Value

$11.4M

Current Shares

254,812

Total Value Change

+$5.1M

Total Shares Change

+87,678

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
254,812
+52.5%
$11.4M0.0%$44.62
39
2026-Q1
New
167,134
-
$6.3M0.0%$37.07
38

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, LPL Financial LLC, Creative Planning

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