John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Truist Financial Corp. (TFC)
← All TFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 19,151 <0.01 $45.97 $880,371 SEC
2025   Q4 19,151 <0.01 Reduce 8.42% $46.31–56.20 · VW $50.61i $942,421 SEC
2025   Q3 20,911 <0.01 $45.72 $956,051 SEC
2025   Q2 20,911 <0.01 Reduce 2.79% $38.67–47.14 · VW $44.21i $898,964 SEC
2025   Q1 21,512 <0.01 Reduce 61.82% <0.01 $33.56–46.92 · VW $39.99i $885,219 SEC
2024   Q4 56,346 <0.01 Reduce 99.78% 0.62 $42.28–48.53 · VW $45.72i $2,444,289 SEC
2024   Q3 25,750,060 0.62 Reduce 50.16% 0.60 $40.67–49.06 · VW $45.80i $1,101,330,066 SEC
2024   Q2 51,665,856 1.20 Reduce 0.53% <0.01 $35.10–45.31 · VW $41.62i $2,007,218,506 SEC
2024   Q1 51,941,210 1.17 Reduce 2.32% 0.03 $34.51–40.51 · VW $37.59i $2,024,668,366 SEC
2023   Q4 53,173,840 1.25 Add 0.23% <0.01 $31.96–38.47 · VW $35.14i $1,963,178,173 SEC
2023   Q3 53,051,950 1.03 Add 74.56% 0.44 $26.57–32.71 · VW $30.47i $1,517,816,290 SEC
2023   Q2 30,391,734 0.62 Add 48.90% 0.20 $27.95–35.78 · VW $31.43i $922,389,127 SEC
2023   Q1 20,410,797 0.48 Add 8.59% 0.04 $25.56–47.05 · VW $34.36i $696,008,178 SEC
2022   Q4 18,796,578 0.56 Reduce 3.14% 0.02 $40.55–51.26 · VW $46.25i $808,816,751 SEC
2022   Q3 19,406,221 0.64 Add 1.57% <0.01 $40.01–49.81 · VW $45.54i $844,947,000 SEC
2022   Q2 19,105,325 0.63 Add 12.42% 0.07 $44.68–52.22 · VW $47.91i $906,166,000 SEC
2022   Q1 16,994,992 0.59 Add 3.96% 0.02 $44.85–61.50 · VW $52.03i $963,616,000 SEC
2021   Q4 16,347,518 0.59 Add 8.59% 0.05 $54.73–68.95 · VW $61.97i $957,147,000 SEC
2021   Q3 15,053,817 0.58 Add 2.28% 0.01 $52.63–65.42 · VW $59.12i $882,906,000 SEC
2021   Q2 14,718,439 0.54 Reduce 13.20% 0.09 $51.87–62.59 · VW $57.17i $816,873,000 SEC
2021   Q1 16,955,789 0.71 Reduce 29.79% 0.27 $55.16–62.69 · VW $59.88i $988,862,000 SEC
2020   Q4 24,148,785 0.92 Reduce 21.27% 0.23 $45.44–61.26 · VW $54.55i $1,157,451,000 SEC
2020   Q3 30,673,116 1.07 Add 3.42% 0.04 $34.86–49.72 · VW $43.67i $1,167,112,000 SEC
2020   Q2 29,657,574 1.03 Add 7.05% 0.07 $33.47–46.53 · VW $39.60i $1,113,642,000 SEC
2020   Q1 27,705,278 0.93 Add 6.14% 0.05 $24.01–49.40 · VW $36.73i $854,431,000 SEC
2019   Q4 26,102,026 1.13 Add 6.50% 0.07 $44.92–56.92 · VW $49.33i $1,470,066,000 SEC
2019   Q3 24,508,516 1.08 Add 19.25% 0.17 $46.33–55.66 · VW $52.24i $1,308,019,000 SEC
2019   Q2 20,552,644 0.82 Add 12.88% 0.09 $44.98–52.03 · VW $48.22i $1,009,751,000 SEC
2019   Q1 18,206,728 0.70 Add 6.10% 0.04 $44.51–52.45 · VW $47.90i $847,159,000 SEC
2018   Q4 17,159,548 0.68 Reduce 3.00% 0.02 $40.68–52.08 · VW $47.91i $743,352,000 SEC
2018   Q3 17,689,748 0.66 Reduce 0.97% <0.01 $45.93–52.58 · VW $49.87i $858,660,000 SEC
2018   Q2 17,863,648 0.73 Reduce 5.57% 0.05 $49.71–54.96 · VW $52.11i $901,042,000 SEC
2018   Q1 18,917,798 0.81 Reduce 4.66% 0.04 $50.13–56.31 · VW $52.98i $984,482,000 SEC
2017   Q4 19,841,938 0.78 Reduce 3.71% 0.03 $48.21–56.19 · VW $52.92i $986,541,000 SEC
2017   Q3 20,606,484 0.80 Reduce 0.52% <0.01 $43.03–50.12 · VW $47.52i $967,268,000 SEC
2017   Q2 20,714,919 0.81 Reduce 1.38% 0.01 $41.46–48.90 · VW $45.48i $940,664,000 SEC
2017   Q1 21,005,769 0.82 Reduce 0.93% <0.01 $41.17–49.88 · VW $44.23i $938,958,000 SEC
2016   Q4 21,202,567 0.90 Reduce 11.68% 0.10 $44.81–48.53 · VW $47.19i $996,945,000 SEC
2016   Q3 24,005,503 0.87 Reduce 2.92% 0.03 $36.80–45.31 · VW $42.45i $905,488,000 SEC
2016   Q2 24,726,502 0.90 Reduce 0.04% <0.01 $32.85–38.51 · VW $36.62i $880,511,000 SEC
2016   Q1 24,736,302 0.84 Add 2.97% 0.02 $32.22–36.63 · VW $35.07i $822,977,000 SEC
2015   Q4 24,022,327 0.93 Reduce 4.46% 0.04 $29.95–39.28 · VW $33.80i $908,284,000 SEC
2015   Q3 25,144,982 0.93 Reduce 1.56% 0.02 $34.24–39.47 · VW $37.44i $895,161,000 SEC
2015   Q2 25,543,152 0.96 Reduce 5.01% 0.05 $34.76–41.90 · VW $37.86i $1,029,644,000 SEC
2015   Q1 26,890,303 1.01 Reduce 0.51% <0.01 $37.33–40.17 · VW $38.99i $1,048,453,000 SEC
2014   Q4 27,029,453 1.01 Add 56.64% 0.37 $34.95–39.69 · VW $37.56i $1,051,175,000 SEC
2014   Q3 17,255,676 0.63 Add 0.83% <0.01 $34.50–39.10 · VW $37.06i $642,084,000 SEC
2014   Q2 17,113,595 0.66 Reduce 3.38% 0.03 $35.86–40.21 · VW $37.80i $674,789,000 SEC
2014   Q1 17,712,405 0.75 Reduce 0.59% <0.01 $36.38–41.04 · VW $38.45i $711,507,000 SEC
2013   Q4 17,817,598 0.72 Reduce 1.14% <0.01 $34.06–39.34 · VW $37.07i $664,953,000 SEC
2013   Q3 18,022,348 0.71 Reduce 3.44% 0.03 $32.65–35.58 · VW $34.32i $608,254,000 SEC
2013   Q2 18,663,965 0.77 Buy 0.77 $32.10–36.59 · VW $34.22i $632,335,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.81 $29.18–33.69 · VW $31.93i SEC
2012   Q4 20,269,414 0.81 Reduce 2.42% 0.03 $27.52–31.36 · VW $29.75i $590,043,000 SEC
2012   Q3 20,772,314 1.20 Reduce 6.52% 0.20 $26.86–34.37 · VW $29.80i $688,810,000 SEC
2012   Q2 22,221,464 3.05 Reduce 15.11% 0.54 $27.40–32.73 · VW $30.56i $685,532,000 SEC
2012   Q1 26,178,164 3.55 Reduce 13.31% 0.46 $28.24–32.74 · VW $30.40i $821,733,000 SEC
2011   Q4 30,197,014 3.46 Reduce 0.56% <0.01 $22.62–30.40 · VW $27.42i $760,059,000 SEC
2011   Q3 30,367,864 0.97 Add 34.46% 0.25 $19.76–24.30 · VW $22.41i $647,747,000 SEC
2011   Q2 22,585,564 0.72 Reduce 0.82% <0.01 $18.92–27.42 · VW $22.88i $606,197,000 SEC
2011   Q1 22,771,364 0.72 Add 1.63% 0.01 $25.30–27.93 · VW $26.92i $625,074,000 SEC
2010   Q4 22,405,064 0.73 Add 2.11% 0.02 $23.44–29.60 · VW $26.88i $589,029,000 SEC
2010   Q3 21,942,364 0.70 Add 0.39% <0.01 $22.15–25.87 · VW $23.74i $528,372,000 SEC
2010   Q2 21,858,084 0.83 Reduce 1.22% 0.01 $21.72–30.98 · VW $24.94i $575,086,000 SEC
2010   Q1 22,128,384 0.90 Add 0.16% <0.01 $27.35–35.72 · VW $31.10i $716,738,000 SEC
2009   Q4 22,092,684 0.74 Add 3.84% 0.03 $25.13–29.85 · VW $27.84i $560,491,000 SEC
2009   Q3 21,275,734 0.78 Add 0.27% <0.01 $23.75–29.81 · VW $26.15i $579,551,000 SEC
2009   Q2 21,217,734 0.74 Add 374.43% 0.59 $19.83–28.58 · VW $25.45i $466,366,000 SEC
2009   Q1 4,472,242 0.15 Buy 0.15 $12.90–28.67 · VW $21.33i $75,670,000 SEC
2008   Q4 0 0.00 Sell 100.00% <0.01 $13.04–30.88 · VW $20.02i SEC
2008   Q3 6,106 <0.01 Buy <0.01 $21.47–45.31 · VW $32.25i $231,000 SEC
2007   Q4 0 0.00 Sell 100.00% <0.01 $25.92–37.01 · VW $31.35i SEC
2007   Q3 5,106 <0.01 $40.34 $206,000 SEC
2007   Q2 5,106 <0.01 Reduce 5.55% $36.95–42.46 · VW $39.71i $208,000 SEC
2007   Q1 5,406 <0.01 Reduce 12.89% $39.13–43.02 · VW $41.42i $222,000 SEC
2006   Q4 6,206 <0.01 $43.99 $273,000 SEC
2006   Q3 6,206 <0.01 $43.83 $272,000 SEC
2006   Q2 6,206 <0.01 $41.57 $258,000 SEC
2006   Q1 6,206 <0.01 Reduce 13.88% $38.79–43.46 · VW $41.27i $243,000 SEC
2005   Q4 7,206 <0.01 $41.91 $302,000 SEC
2005   Q3 7,206 <0.01 $39.00 $281,000 SEC
2005   Q2 7,206 <0.01 Reduce 16.07% <0.01 $39.31–43.00 · VW $40.96i $288,000 SEC
2005   Q1 8,586 <0.01 $39.13 $336,000 SEC
2004   Q4 8,586 <0.01 $42.05 $361,000 SEC
2004   Q3 8,586 <0.01 Reduce 2.28% $38.67–43.18 · VW $41.43i $341,000 SEC
2004   Q2 8,786 <0.01 $36.99 $325,000 SEC
2004   Q1 8,786 <0.01 $35.28 $310,000 SEC
2003   Q4 8,786 <0.01 $38.58 $339,000 SEC
2003   Q3 8,786 <0.01 Buy <0.01 $35.75–39.57 · VW $38.23i $316,000 SEC
Price snapshot:
Current price$51.95
Avg. buy price$34.30
+/- since buy51.47%
52-week low$39.49
52-week high$55.06