Davis Capital Management
TFC icon

Davis Capital Management’s Truist Financial TFC Stock Holding History

Davis Capital 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
Q3 		$1.62K Buy
35
+4
+13% +$203 ﹤0.01% 433
2026
Q2 		$1.54K Buy
31
+19
+158% +$935 ﹤0.01% 426
2026
Q1 		$552 Hold
12
– – ﹤0.01% 400
2025
Q4 		$591 Hold
12
– – ﹤0.01% 382
2025
Q3 		$549 Buy
+12
New +$541 ﹤0.01% 395

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davis Capital Management's TFC Position: Q3 2026 in Review

Davis Capital Management increased its Truist Financial (TFC) stake by 13% in Q3 2026, buying an estimated $203 and bringing the position to 35 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Davis Capital Management first reported a position in TFC in Q3 2025 and has held it in 5 quarters since. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Davis Capital Management held 35 shares of Truist Financial worth $1.62K as of Q3 2026.
  • Davis Capital Management bought 4 Truist Financial shares in Q3 2026, an estimated $203.
  • Truist Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #433 holding.
  • Davis Capital Management first reported a position in Truist Financial in Q3 2025 and has held it in 5 quarters since.
  • 935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.