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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Davis Investment Partners's TFC Position: Q1 2026 in Review

Davis Investment Partners reduced its Truist Financial (TFC) stake by 0.37% in Q1 2026, selling an estimated $8.01K and leaving 43,460 shares worth $2M. The position accounts for 0.71% of the portfolio, ranked #25.

Davis Investment Partners first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Davis Investment Partners held 43,460 shares of Truist Financial worth $2M as of Q1 2026.
Davis Investment Partners sold 162 Truist Financial shares in Q1 2026, an estimated $8.01K.
Truist Financial made up 0.71% of Davis Investment Partners's portfolio in Q1 2026, its #25 holding.
Davis Investment Partners first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's Truist Financial position peaked at $2.17M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.