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Schaper Benz & Wise Investment Counsel’s Truist Financial TFC Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$12.9M Sell
258,713
-1,735
-0.7% -$85.4K 0.86% 44
2026
Q1 		$12M Buy
260,448
+2,001
+0.8% +$98.9K 0.92% 42
2025
Q4 		$12.7M Buy
258,447
+2,806
+1% +$129K 0.92% 40
2025
Q3 		$11.7M Sell
255,641
-6,049
-2% -$273K 0.87% 47
2025
Q2 		$11.3M Sell
261,690
-5,012
-2% -$196K 0.86% 46
2025
Q1 		$11M Buy
266,702
+3,979
+2% +$177K 0.89% 44
2024
Q4 		$11.4M Sell
262,723
-628
-0.2% -$28K 0.91% 41
2024
Q3 		$11.3M Buy
263,351
+861
+0.3% +$36.4K 0.9% 42
2024
Q2 		$10.2M Buy
262,490
+2,872
+1% +$108K 0.88% 45
2024
Q1 		$10.1M Buy
259,618
+3,747
+1% +$137K 0.84% 49
2023
Q4 		$9.45M Buy
255,871
+3,166
+1% +$99.4K 0.85% 49
2023
Q3 		$7.23M Buy
252,705
+4,434
+2% +$136K 0.71% 54
2023
Q2 		$7.54M Buy
248,271
+26,958
+12% +$837K 0.72% 52
2023
Q1 		$7.55M Buy
221,313
+27,824
+14% +$1.21M 0.76% 50
2022
Q4 		$8.33M Buy
193,489
+24,219
+14% +$1.06M 0.88% 47
2022
Q3 		$7.37M Buy
169,270
+5,213
+3% +$251K 0.85% 48
2022
Q2 		$7.78M Buy
164,057
+5,776
+4% +$285K 0.8% 50
2022
Q1 		$8.97M Sell
158,281
-2,992
-2% -$185K 0.77% 52
2021
Q4 		$9.44M Buy
161,273
+2,505
+2% +$153K 0.76% 51
2021
Q3 		$9.31M Buy
158,768
+1,954
+1% +$109K 0.83% 48
2021
Q2 		$8.7M Buy
156,814
+3,207
+2% +$188K 0.78% 50
2021
Q1 		$8.96M Buy
153,607
+773
+0.5% +$42.4K 0.87% 46
2020
Q4 		$7.33M Sell
152,834
-4,856
-3% -$220K 0.76% 49
2020
Q3 		$6M Sell
157,690
-2,105
-1% -$79.3K 0.7% 53
2020
Q2 		$6M Sell
159,795
-4,667
-3% -$168K 0.74% 54
2020
Q1 		$5.07M Buy
164,462
+3,602
+2% +$170K 0.74% 53
2019
Q4 		$9.06M Hold
160,860
– – 1.06% 41
2019
Q3 		$8.59M Buy
160,860
+260
+0.2% +$12.9K 1.07% 42
2019
Q2 		$7.89M Buy
160,600
+160
+0.1% +$7.84K 1% 44
2019
Q1 		$7.46M Buy
160,440
+16,450
+11% +$802K 0.97% 44
2018
Q4 		$6.24M Buy
143,990
+5,170
+4% +$248K 0.93% 45
2018
Q3 		$6.74M Buy
138,820
+1,000
+0.7% +$51.3K 0.9% 46
2018
Q2 		$6.95M Sell
137,820
-130
-0.1% -$6.91K 1% 44
2018
Q1 		$7.18M Sell
137,950
-1,500
-1% -$80.8K 1.06% 40
2017
Q4 		$6.93M Buy
139,450
+700
+0.5% +$33.8K 1.01% 40
2017
Q3 		$6.51M Buy
138,750
+400
+0.3% +$18.4K 1.01% 39
2017
Q2 		$6.28M Buy
138,350
+1,100
+0.8% +$47.8K 1.01% 38
2017
Q1 		$6.13M Buy
137,250
+2,915
+2% +$136K 1.04% 38
2016
Q4 		$6.32M Buy
134,335
+800
+0.6% +$34K 1.12% 41
2016
Q3 		$5.04M Buy
133,535
+3,400
+3% +$127K 0.88% 45
2016
Q2 		$4.63M Buy
130,135
+2,855
+2% +$99.8K 0.83% 48
2016
Q1 		$4.24M Buy
127,280
+8,850
+7% +$294K 0.79% 50
2015
Q4 		$4.48M Sell
118,430
-550
-0.5% -$20.7K 0.88% 46
2015
Q3 		$4.24M Buy
118,980
+1,200
+1% +$46.3K 0.86% 46
2015
Q2 		$4.75M Buy
117,780
+150
+0.1% +$5.93K 0.93% 41
2015
Q1 		$4.59M Buy
117,630
+1,300
+1% +$49K 0.9% 40
2014
Q4 		$4.52M Buy
116,330
+3,400
+3% +$128K 0.91% 43
2014
Q3 		$4.2M Buy
112,930
+1,600
+1% +$60.4K 0.88% 43
2014
Q2 		$4.39M Buy
111,330
+16,640
+18% +$638K 0.9% 43
2014
Q1 		$3.8M Buy
94,690
+4,000
+4% +$153K 0.83% 43
2013
Q4 		$3.38M Buy
90,690
+1,800
+2% +$62.2K 0.75% 46
2013
Q3 		$3M Hold
88,890
– – 0.7% 48
2013
Q2 		$3.01M Buy
+88,890
New +$2.84M 0.74% 46

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's TFC Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Truist Financial (TFC) stake by 0.67% in Q2 2026, selling an estimated $85.4K and leaving 258,713 shares worth $12.9M. The position accounts for 0.86% of the portfolio, ranked #44.

Schaper Benz & Wise Investment Counsel first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. 526 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 258,713 shares of Truist Financial worth $12.9M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 1,735 Truist Financial shares in Q2 2026, an estimated $85.4K.
  • Truist Financial made up 0.86% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #44 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • 526 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.