DCM
TFC icon

Dorato Capital Management’s Truist Financial TFC Stock Holding History

Dorato Capital 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 		$52.2K Hold
1,010
– – 0.04% 179
2026
Q1 		$49.8K Hold
1,010
– – 0.04% 175
2025
Q4 		$50.3K Buy
+1,010
New +$46.5K 0.04% 172

Other funds holding TFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dorato Capital Management's TFC Position: Q2 2026 in Review

Dorato Capital Management held its Truist Financial (TFC) position steady in Q2 2026 at 1,010 shares worth $52.2K. The position accounts for 0.04% of the portfolio, ranked #179.

Dorato Capital Management first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 977 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Dorato Capital Management held 1,010 shares of Truist Financial worth $52.2K as of Q2 2026.
  • Dorato Capital Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.04% of Dorato Capital Management's portfolio in Q2 2026, its #179 holding.
  • Dorato Capital Management first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 977 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.