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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dover Advisors's TFC Position: Q1 2026 in Review

Dover Advisors reduced its Truist Financial (TFC) stake by 47% in Q1 2026, selling an estimated $491K and leaving 11,028 shares worth $507K. The position accounts for 0.21% of the portfolio, ranked #104.

Dover Advisors first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Dover Advisors held 11,028 shares of Truist Financial worth $507K as of Q1 2026.
  • Dover Advisors sold 9,930 Truist Financial shares in Q1 2026, an estimated $491K.
  • Truist Financial made up 0.21% of Dover Advisors's portfolio in Q1 2026, its #104 holding.
  • Dover Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • Dover Advisors's Truist Financial position peaked at $1.03M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.