Davis Investment Partners’s Truist Financial TFC Stock Holding History

Davis Investment Partners’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	$2.16M	Sell	43,368 -92	-0.2%	-$4.53K	0.66%	24
2026 Q1	$2M	Sell	43,460 -162	-0.4%	-$8.01K	0.71%	25
2025 Q4	$2.17M	Sell	43,622 -3,741	-8%	-$172K	0.76%	21
2025 Q3	$2.16M	Buy	47,363 +11,937	+34%	+$538K	0.74%	21
2025 Q2	$1.57M	Buy	35,426 +5,809	+20%	+$227K	0.56%	30
2025 Q1	$1.07M	Sell	29,617 -1,463	-5%	-$65.2K	0.47%	37
2024 Q4	$1.33M	Buy	31,080 +34	+0.1%	+$1.52K	0.56%	36
2024 Q3	$1.3M	Buy	31,046 +38	+0.1%	+$1.6K	0.54%	35
2024 Q2	$1.26M	Sell	31,008 -500	-2%	-$18.9K	0.52%	42
2024 Q1	$1.18M	Buy	31,508 +2,927	+10%	+$107K	0.52%	34
2023 Q4	$1.06M	Hold	28,581	–	–	0.51%	34
2023 Q3	$780K	Sell	28,581 -1,269	-4%	-$39K	0.42%	42
2023 Q2	$987K	Sell	29,850 -435	-1%	-$13.5K	0.47%	37
2023 Q1	$968K	Hold	30,285	–	–	0.51%	30
2022 Q4	$1.49M	Buy	+30,285	New	+$1.33M	0.75%	22

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Davis Investment Partners's TFC Position: Q2 2026 in Review

Davis Investment Partners reduced its Truist Financial (TFC) stake by 0.21% in Q2 2026, selling an estimated $4.53K and leaving 43,368 shares worth $2.16M. The position accounts for 0.66% of the portfolio, ranked #24.

Davis Investment Partners first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Davis Investment Partners held 43,368 shares of Truist Financial worth $2.16M as of Q2 2026.
Davis Investment Partners sold 92 Truist Financial shares in Q2 2026, an estimated $4.53K.
Truist Financial made up 0.66% of Davis Investment Partners's portfolio in Q2 2026, its #24 holding.
Davis Investment Partners first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
Davis Investment Partners's Truist Financial position peaked at $2.17M in Q4 2025.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.