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Dakota Wealth Management’s Truist Financial TFC Stock Holding History

Dakota Wealth Management’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 		$3.17M Sell
63,717
-1,796
-3% -$88.4K 0.06% 243
2026
Q1 		$3.01M Sell
65,513
-941
-1% -$46.5K 0.07% 227
2025
Q4 		$3.27M Buy
66,454
+10,143
+18% +$467K 0.06% 223
2025
Q3 		$2.57M Sell
56,311
-7,814
-12% -$352K 0.05% 221
2025
Q2 		$2.76M Sell
64,125
-69,200
-52% -$2.71M 0.06% 223
2025
Q1 		$5.49M Sell
133,325
-18,046
-12% -$804K 0.13% 142
2024
Q4 		$6.57M Buy
151,371
+1,378
+0.9% +$61.5K 0.15% 125
2024
Q3 		$6.42M Buy
149,993
+67,967
+83% +$2.87M 0.15% 129
2024
Q2 		$3.19M Sell
82,026
-18,537
-18% -$700K 0.07% 218
2024
Q1 		$3.92M Sell
100,563
-12,960
-11% -$474K 0.1% 185
2023
Q4 		$4.19M Sell
113,523
-5,282
-4% -$166K 0.16% 140
2023
Q3 		$3.4M Sell
118,805
-1,092
-0.9% -$33.6K 0.15% 147
2023
Q2 		$3.64M Buy
119,897
+4,311
+4% +$134K 0.17% 127
2023
Q1 		$3.94M Sell
115,586
-92
-0.1% -$4.02K 0.26% 100
2022
Q4 		$4.98M Sell
115,678
-3,414
-3% -$150K 0.35% 71
2022
Q3 		$5.19M Buy
119,092
+85
+0.1% +$4.09K 0.42% 57
2022
Q2 		$5.64M Buy
119,007
+8,772
+8% +$433K 0.52% 48
2022
Q1 		$6.25M Buy
+110,235
New +$6.81M 0.51% 51
2020
Q1 		– Sell
-6,170
Closed -$347K – 319
2019
Q4 		$347K Hold
6,170
– – 0.06% 229
2019
Q3 		$329K Sell
6,170
-2,800
-31% -$139K 0.06% 225
2019
Q2 		$441K Sell
8,970
-400
-4% -$19.6K 0.08% 186
2019
Q1 		$436K Sell
9,370
-1,125
-11% -$54.9K 0.09% 193
2018
Q4 		$509K Hold
10,495
– – 0.12% 151
2018
Q3 		$509K Buy
10,495
+660
+7% +$33.9K 0.11% 146
2018
Q2 		$496K Buy
+9,835
New +$522K 0.14% 127

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dakota Wealth Management's TFC Position: Q2 2026 in Review

Dakota Wealth Management reduced its Truist Financial (TFC) stake by 2.7% in Q2 2026, selling an estimated $88.4K and leaving 63,717 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #243.

Dakota Wealth Management first reported a position in TFC in Q2 2018 and has held it in 25 quarters since. The position peaked at $6.57M in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Dakota Wealth Management held 63,717 shares of Truist Financial worth $3.17M as of Q2 2026.
  • Dakota Wealth Management sold 1,796 Truist Financial shares in Q2 2026, an estimated $88.4K.
  • Truist Financial made up 0.06% of Dakota Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Dakota Wealth Management first reported a position in Truist Financial in Q2 2018 and has held it in 25 quarters since.
  • Dakota Wealth Management's Truist Financial position peaked at $6.57M in Q4 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.