Truist Financial
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Truist Financial’s Davis Select Worldwide ETF DWLD Stock Holding History

Truist Financial’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
13,434
+263
+2% +$12.3K ﹤0.01% 2063
2026
Q1 		$577K Sell
13,171
-96
-0.7% -$4.41K ﹤0.01% 2005
2025
Q4 		$619K Sell
13,267
-383
-3% -$17.4K ﹤0.01% 1923
2025
Q3 		$617K Sell
13,650
-232
-2% -$9.99K ﹤0.01% 1902
2025
Q2 		$575K Sell
13,882
-450
-3% -$17.3K ﹤0.01% 1895
2025
Q1 		$540K Sell
14,332
-1,023
-7% -$38.8K ﹤0.01% 1831
2024
Q4 		$558K Sell
15,355
-814
-5% -$31.1K ﹤0.01% 1812
2024
Q3 		$613K Buy
16,169
+322
+2% +$11K ﹤0.01% 1758
2024
Q2 		$528K Sell
15,847
-2,595
-14% -$86.7K ﹤0.01% 1941
2024
Q1 		$599K Buy
18,442
+17
+0.1% +$516 ﹤0.01% 1868
2023
Q4 		$546K Sell
18,425
-100
-0.5% -$2.81K ﹤0.01% 1913
2023
Q3 		$509K Hold
18,525
– – ﹤0.01% 1919
2023
Q2 		$534K Sell
18,525
-3,605
-16% -$98.3K ﹤0.01% 1914
2023
Q1 		$585K Buy
22,130
+147
+0.7% +$3.95K ﹤0.01% 1879
2022
Q4 		$546K Sell
21,983
-6,160
-22% -$146K ﹤0.01% 1896
2022
Q3 		$617K Sell
28,143
-183,790
-87% -$4.47M ﹤0.01% 1719
2022
Q2 		$5.12M Sell
211,933
-66,583
-24% -$1.68M 0.01% 798
2022
Q1 		$7.6M Sell
278,516
-9,877
-3% -$282K 0.01% 730
2021
Q4 		$8.42M Sell
288,393
-46,185
-14% -$1.4M 0.01% 702
2021
Q3 		$9.94M Buy
334,578
+57,604
+21% +$1.81M 0.02% 635
2021
Q2 		$9.46M Buy
276,974
+1,376
+0.5% +$47.6K 0.02% 652
2021
Q1 		$9.31M Buy
275,598
+6,980
+3% +$233K 0.02% 617
2020
Q4 		$8.26M Buy
268,618
+5,606
+2% +$161K 0.02% 657
2020
Q3 		$6.78M Buy
263,012
+11,341
+5% +$290K 0.01% 668
2020
Q2 		$5.94M Sell
251,671
-4,482
-2% -$98.4K 0.01% 679
2020
Q1 		$4.93M Buy
256,153
+91,780
+56% +$2.17M 0.01% 682
2019
Q4 		$4.13M Buy
+164,373
New +$3.96M 0.01% 824

Other funds holding DWLD

FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's DWLD Position: Q2 2026 in Review

Truist Financial increased its Davis Select Worldwide ETF (DWLD) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 13,434 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Truist Financial first reported a position in DWLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.94M in Q3 2021. 22 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Truist Financial held 13,434 shares of Davis Select Worldwide ETF worth $621K as of Q2 2026.
  • Truist Financial bought 263 Davis Select Worldwide ETF shares in Q2 2026, an estimated $12.3K.
  • Davis Select Worldwide ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2063 holding.
  • Truist Financial first reported a position in Davis Select Worldwide ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Davis Select Worldwide ETF position peaked at $9.94M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.