David Wealth Management LLC / TFC
David Wealth Management LLC’s Truist Finl Corp Position
Does David Wealth Management LLC own Truist Finl Corp (TFC)? Yes — 54.3K shares worth $2M (+1.74% of its 13F portfolio) as of Q2 2025.
Position Value
$2M
Q2 2025
Shares
54.3K
% of Portfolio
+1.74%
Quarters Held
3
currently held
Position History TFC
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See David Wealth Management LLC’s full portfolio or all institutional holders of TFC.