Blake Schutter Theil Wealth Advisors’s Truist Financial TFC Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$394K	Sell	7,917 -1,028	-11%	-$50.6K	0.27%	78
2026 Q1	$411K	Sell	8,945 -3	-0%	-$148	0.34%	73
2025 Q4	$440K	Buy	8,948 +149	+2%	+$6.86K	0.36%	69
2025 Q3	$402K	Buy	8,799 +1,754	+25%	+$79.1K	0.4%	71
2025 Q2	$303K	Buy	7,045 +3	+0%	+$117	0.34%	83
2025 Q1	$290K	Hold	7,042	–	–	0.33%	89
2024 Q4	$305K	Buy	7,042 +25	+0.4%	+$1.12K	0.32%	88
2024 Q3	$300K	Buy	+7,017	New	+$296K	0.22%	116

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

Blake Schutter Theil Wealth Advisors's TFC Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $50.6K and leaving 7,917 shares worth $394K. The position accounts for 0.27% of the portfolio, ranked #78.

Blake Schutter Theil Wealth Advisors first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q4 2025. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 7,917 shares of Truist Financial worth $394K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 1,028 Truist Financial shares in Q2 2026, an estimated $50.6K.
Truist Financial made up 0.27% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Truist Financial position peaked at $440K in Q4 2025.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.