Dudley Capital Management’s Truist Financial TFC Stock Holding History

Dudley 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	$808K	Sell	16,222 -32	-0.2%	-$1.57K	0.32%	70
2026 Q1	$747K	Sell	16,254 -74	-0.5%	-$3.66K	0.33%	67
2025 Q4	$804K	Hold	16,328	–	–	0.35%	62
2025 Q3	$747K	Hold	16,328	–	–	0.34%	66
2025 Q2	$702K	Hold	16,328	–	–	0.35%	66
2025 Q1	$672K	Hold	16,328	–	–	0.35%	66
2024 Q4	$708K	Hold	16,328	–	–	0.36%	65
2024 Q3	$698K	Hold	16,328	–	–	0.36%	66
2024 Q2	$634K	Sell	16,328 -154	-0.9%	-$5.82K	0.35%	65
2024 Q1	$632K	Hold	16,482	–	–	0.37%	65
2023 Q4	$609K	Hold	16,482	–	–	0.39%	63
2023 Q3	$472K	Hold	16,482	–	–	0.33%	65
2023 Q2	$500K	Buy	16,482 +679	+4%	+$21.1K	0.34%	67
2023 Q1	$539K	Sell	15,803 -200	-1%	-$8.73K	0.37%	66
2022 Q4	$689K	Buy	+16,003	New	+$702K	0.48%	59

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Dudley Capital Management reduced its Truist Financial (TFC) stake by 0.2% in Q2 2026, selling an estimated $1.57K and leaving 16,222 shares worth $808K. The position accounts for 0.32% of the portfolio, ranked #70.

Dudley Capital Management first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Dudley Capital Management held 16,222 shares of Truist Financial worth $808K as of Q2 2026.
Dudley Capital Management sold 32 Truist Financial shares in Q2 2026, an estimated $1.57K.
Truist Financial made up 0.32% of Dudley Capital Management's portfolio in Q2 2026, its #70 holding.
Dudley Capital Management first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.