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David Wealth Management’s Truist Financial TFC Stock Holding History

David 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
2025
Q2 		$2.33M Hold
54,270
– – 1.74% 10
2025
Q1 		$2.23M Hold
54,270
– – 1.87% 9
2024
Q4 		$2.35M Buy
+54,270
New +$2.42M 1.94% 9

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

David Wealth Management's TFC Position: Q2 2025 in Review

David Wealth Management held its Truist Financial (TFC) position steady in Q2 2025 at 54,270 shares worth $2.33M. The position accounts for 1.74% of the portfolio, ranked #10.

David Wealth Management first reported a position in TFC in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2024. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • David Wealth Management held 54,270 shares of Truist Financial worth $2.33M as of Q2 2025.
  • David Wealth Management left its Truist Financial share count unchanged in Q2 2025.
  • Truist Financial made up 1.74% of David Wealth Management's portfolio in Q2 2025, its #10 holding.
  • David Wealth Management first reported a position in Truist Financial in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Truist Financial position peaked at $2.35M in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.