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Dogwood Wealth Management’s Truist Financial TFC Stock Holding History

Dogwood Wealth 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 		$24.9K Sell
499
-107
-18% -$5.26K 0.01% 225
2026
Q1 		$27.9K Buy
606
+146
+32% +$7.21K 0.01% 198
2025
Q4 		$22.6K Buy
460
+171
+59% +$7.88K 0.01% 187
2025
Q3 		$13.2K Buy
289
+53
+22% +$2.39K 0.01% 234
2025
Q2 		$10.7K Buy
236
+223
+1,715% +$8.72K 0.01% 264
2025
Q1 		$535 Buy
+13
New +$579 ﹤0.01% 455
2024
Q3 		– Hold
0
– – – 288
2024
Q2 		– Hold
0
– – – 327
2024
Q1 		– Hold
0
– – – 329
2023
Q4 		– Hold
0
– – – 303

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

Dogwood Wealth Management's TFC Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Truist Financial (TFC) stake by 18% in Q2 2026, selling an estimated $5.26K and leaving 499 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #225.

Dogwood Wealth Management first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.9K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Dogwood Wealth Management held 499 shares of Truist Financial worth $24.9K as of Q2 2026.
  • Dogwood Wealth Management sold 107 Truist Financial shares in Q2 2026, an estimated $5.26K.
  • Truist Financial made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Dogwood Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Truist Financial position peaked at $27.9K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.