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Darwin Wealth Management’s Truist Financial TFC Stock Holding History

Darwin 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 		$4.9K Buy
98
+1
+1% +$49 ﹤0.01% 442
2026
Q1 		$4.47K Buy
97
+1
+1% +$49 ﹤0.01% 423
2025
Q4 		$4.73K Sell
96
-599
-86% -$27.6K ﹤0.01% 450
2025
Q3 		$31.8K Buy
695
+600
+632% +$27.1K 0.01% 256
2025
Q2 		$4.09K Buy
95
+1
+1% +$39 ﹤0.01% 431
2025
Q1 		$4.08K Hold
94
– – ﹤0.01% 459
2024
Q4 		$4.08K Hold
94
– – ﹤0.01% 459
2024
Q3 		$4.02K Buy
+94
New +$3.97K ﹤0.01% 466
2020
Q2 		– Sell
-1,033
Closed -$31K – 703
2020
Q1 		$31K Buy
+1,033
New +$48.8K 0.01% 298

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Darwin Wealth Management increased its Truist Financial (TFC) stake by 1% in Q2 2026, buying an estimated $49 and bringing the position to 98 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Darwin Wealth Management first reported a position in TFC in Q1 2020 and has held it in 9 quarters since. The position peaked at $31.8K in Q3 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Darwin Wealth Management held 98 shares of Truist Financial worth $4.9K as of Q2 2026.
  • Darwin Wealth Management bought 1 Truist Financial share in Q2 2026, an estimated $49.
  • Truist Financial made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Darwin Wealth Management first reported a position in Truist Financial in Q1 2020 and has held it in 9 quarters since.
  • Darwin Wealth Management's Truist Financial position peaked at $31.8K in Q3 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.