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DAGCO Inc’s Truist Financial TFC Stock Holding History

DAGCO Inc’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-562
Closed -$25.8K – 319
2026
Q1 		$25.8K Sell
562
-62
-10% -$3.06K 0.01% 228
2025
Q4 		$30.7K Buy
624
+7
+1% +$322 0.01% 221
2025
Q3 		$28.2K Buy
617
+7
+1% +$316 0.01% 220
2025
Q2 		$26.2K Buy
+610
New +$23.9K 0.01% 218

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DAGCO Inc's TFC Position: Q2 2026 in Review

DAGCO Inc sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 562 shares — an estimated $25.8K sold.

DAGCO Inc first reported a position in TFC in Q2 2025 and held it in 4 quarters. The position peaked at $30.7K in Q4 2025. 392 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • DAGCO Inc reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 562 Truist Financial shares in Q2 2026, an estimated $25.8K.
  • DAGCO Inc first reported a position in Truist Financial in Q2 2025 and held it in 4 quarters.
  • DAGCO Inc's Truist Financial position peaked at $30.7K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.