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Dover Advisors’s Truist Financial TFC Stock Holding History

Dover Advisors’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 		$1.03M Buy
20,958
+9,930
+90% +$488K 0.42% 63
2026
Q1 		$507K Sell
11,028
-9,930
-47% -$491K 0.21% 104
2025
Q4 		$1.03M Sell
20,958
-986
-4% -$45.4K 0.4% 66
2025
Q3 		$1M Sell
21,944
-465
-2% -$21K 0.4% 67
2025
Q2 		$963K Sell
22,409
-1,351
-6% -$52.9K 0.42% 62
2025
Q1 		$978K Buy
23,760
+8,307
+54% +$370K 0.43% 62
2024
Q4 		$670K Sell
15,453
-400
-3% -$17.9K 0.38% 76
2024
Q3 		$678K Buy
15,853
+10,568
+200% +$446K 0.38% 74
2024
Q2 		$205K Hold
5,285
– – 0.13% 122
2024
Q1 		$206K Buy
+5,285
New +$193K 0.14% 111

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

Dover Advisors's TFC Position: Q2 2026 in Review

Dover Advisors increased its Truist Financial (TFC) stake by 90% in Q2 2026, buying an estimated $488K and bringing the position to 20,958 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #63.

Dover Advisors first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Dover Advisors held 20,958 shares of Truist Financial worth $1.03M as of Q2 2026.
  • Dover Advisors bought 9,930 Truist Financial shares in Q2 2026, an estimated $488K.
  • Truist Financial made up 0.42% of Dover Advisors's portfolio in Q2 2026, its #63 holding.
  • Dover Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.