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Daymark Wealth Partners’s Truist Financial TFC Stock Holding History

Daymark Wealth 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 		$461K Sell
9,249
-2,415
-21% -$119K 0.01% 511
2026
Q1 		$536K Buy
11,664
+875
+8% +$43.2K 0.02% 409
2025
Q4 		$531K Sell
10,789
-272
-2% -$12.5K 0.02% 377
2025
Q3 		$506K Buy
11,061
+2,606
+31% +$117K 0.02% 376
2025
Q2 		$363K Buy
8,455
+2,330
+38% +$91.2K 0.01% 415
2025
Q1 		$252K Sell
6,125
-1,106
-15% -$49.3K 0.01% 446
2024
Q4 		$314K Buy
7,231
+305
+4% +$13.6K 0.01% 403
2024
Q3 		$296K Sell
6,926
-290
-4% -$12.2K 0.01% 427
2024
Q2 		$280K Sell
7,216
-855
-11% -$32.3K 0.01% 407
2024
Q1 		$315K Buy
+8,071
New +$295K 0.02% 335
2023
Q3 		– Sell
-370,752
Closed -$11.3M – 404
2023
Q2 		$11.3M Buy
370,752
+172,242
+87% +$5.35M 0.84% 30
2023
Q1 		$6.77M Buy
198,510
+4,247
+2% +$185K 0.9% 23
2022
Q4 		$8.36M Buy
+194,263
New +$8.52M 1.48% 15

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Daymark Wealth Partners's TFC Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Truist Financial (TFC) stake by 21% in Q2 2026, selling an estimated $119K and leaving 9,249 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #511.

Daymark Wealth Partners first reported a position in TFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $11.3M in Q2 2023. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Daymark Wealth Partners held 9,249 shares of Truist Financial worth $461K as of Q2 2026.
  • Daymark Wealth Partners sold 2,415 Truist Financial shares in Q2 2026, an estimated $119K.
  • Truist Financial made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #511 holding.
  • Daymark Wealth Partners first reported a position in Truist Financial in Q4 2022 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Truist Financial position peaked at $11.3M in Q2 2023.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.