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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
Q3 		$751K Hold
16,222
– – 0.29% 71
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dudley Capital Management's TFC Position: Q3 2026 in Review

Dudley Capital Management held its Truist Financial (TFC) position steady in Q3 2026 at 16,222 shares worth $751K. The position accounts for 0.29% of the portfolio, ranked #71.

Dudley Capital Management first reported a position in TFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $808K in Q2 2026. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Dudley Capital Management held 16,222 shares of Truist Financial worth $751K as of Q3 2026.
  • Dudley Capital Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.29% of Dudley Capital Management's portfolio in Q3 2026, its #71 holding.
  • Dudley Capital Management first reported a position in Truist Financial in Q4 2022 and has held it in 16 quarters since.
  • Dudley Capital Management's Truist Financial position peaked at $808K in Q2 2026.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.