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Davis Selected Advisers’s Truist Financial TFC Stock Holding History

Davis Selected Advisers’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 		$10.4M Sell
208,391
-16,414
-7% -$807K 0.04% 78
2026
Q1 		$10.3M Buy
224,805
+32,752
+17% +$1.62M 0.05% 78
2025
Q4 		$9.45M Buy
192,053
+35,616
+23% +$1.64M 0.04% 81
2025
Q3 		$7.15M Buy
156,437
+592
+0.4% +$26.7K 0.04% 90
2025
Q2 		$6.7M Sell
155,845
-586
-0.4% -$22.9K 0.04% 89
2025
Q1 		$6.44M Buy
156,431
+11,052
+8% +$492K 0.04% 88
2024
Q4 		$6.31M Buy
145,379
+8,141
+6% +$363K 0.04% 86
2024
Q3 		$5.87M Buy
137,238
+2,326
+2% +$98.2K 0.03% 84
2024
Q2 		$5.24M Hold
134,912
– – 0.03% 60
2024
Q1 		$5.26M Sell
134,912
-9,464
-7% -$346K 0.03% 86
2023
Q4 		$5.33M Sell
144,376
-2,490
-2% -$78.2K 0.03% 91
2023
Q3 		$4.2M Buy
146,866
+80,852
+122% +$2.49M 0.03% 92
2023
Q2 		$2M Sell
66,014
-1,092
-2% -$33.9K 0.01% 97
2023
Q1 		$2.29M Sell
67,106
-2,184
-3% -$95.3K 0.02% 96
2022
Q4 		$2.98M Buy
69,290
+40,772
+143% +$1.79M 0.02% 102
2022
Q3 		$1.24M Hold
28,518
– – 0.01% 110
2022
Q2 		$1.35M Sell
28,518
-1,800
-6% -$88.8K 0.01% 111
2022
Q1 		$1.72M Sell
30,318
-1,332
-4% -$82.3K 0.01% 114
2021
Q4 		$1.85M Sell
31,650
-20,666
-40% -$1.26M 0.01% 114
2021
Q3 		$3.07M Buy
52,316
+684
+1% +$38.2K 0.01% 112
2021
Q2 		$2.87M Sell
51,632
-22,852
-31% -$1.34M 0.01% 111
2021
Q1 		$4.34M Buy
74,484
+37,695
+102% +$2.07M 0.02% 102
2020
Q4 		$1.76M Sell
36,789
-2,110
-5% -$95.5K 0.01% 101
2020
Q3 		$1.48M Buy
38,899
+26,386
+211% +$994K 0.01% 103
2020
Q2 		$470K Buy
+12,513
New +$451K ﹤0.01% 112

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Davis Selected Advisers's TFC Position: Q2 2026 in Review

Davis Selected Advisers reduced its Truist Financial (TFC) stake by 7.3% in Q2 2026, selling an estimated $807K and leaving 208,391 shares worth $10.4M. The position accounts for 0.04% of the portfolio, ranked #78.

Davis Selected Advisers first reported a position in TFC in Q2 2020 and has held it in 25 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Davis Selected Advisers held 208,391 shares of Truist Financial worth $10.4M as of Q2 2026.
  • Davis Selected Advisers sold 16,414 Truist Financial shares in Q2 2026, an estimated $807K.
  • Truist Financial made up 0.04% of Davis Selected Advisers's portfolio in Q2 2026, its #78 holding.
  • Davis Selected Advisers first reported a position in Truist Financial in Q2 2020 and has held it in 25 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.