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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
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

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Davis Capital Management's TFC Position: Q2 2026 in Review

Davis Capital Management increased its Truist Financial (TFC) stake by 158% in Q2 2026, buying an estimated $935 and bringing the position to 31 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Davis Capital Management first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Davis Capital Management held 31 shares of Truist Financial worth $1.54K as of Q2 2026.
  • Davis Capital Management bought 19 Truist Financial shares in Q2 2026, an estimated $935.
  • Truist Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #426 holding.
  • Davis Capital Management first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.