Strategic Blueprint
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Strategic Blueprint’s Truist Financial TFC Stock Holding History

Strategic Blueprint’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
Q3 		$541K Buy
11,695
+2,861
+32% +$145K 0.03% 439
2026
Q2 		$440K Buy
8,834
+29
+0.3% +$1.43K 0.02% 487
2026
Q1 		$405K Buy
8,805
+561
+7% +$27.7K 0.02% 457
2025
Q4 		$406K Sell
8,244
-6,953
-46% -$320K 0.02% 451
2025
Q3 		$695K Buy
15,197
+106
+0.7% +$4.78K 0.03% 410
2025
Q2 		$649K Sell
15,091
-143
-0.9% -$5.6K 0.03% 387
2025
Q1 		$627K Buy
15,234
+832
+6% +$37.1K 0.03% 384
2024
Q4 		$625K Sell
14,402
-352
-2% -$15.7K 0.04% 364
2024
Q3 		$631K Sell
14,754
-939
-6% -$39.7K 0.04% 351
2024
Q2 		$610K Buy
15,693
+874
+6% +$33K 0.04% 335
2024
Q1 		$578K Buy
14,819
+560
+4% +$20.5K 0.04% 352
2023
Q4 		$526K Hold
14,259
– – 0.04% 343
2023
Q3 		$408K Buy
14,259
+1,991
+16% +$61.2K 0.04% 359
2023
Q2 		$372K Buy
12,268
+2,151
+21% +$66.8K 0.04% 372
2023
Q1 		$345K Sell
10,117
-2,338
-19% -$102K 0.04% 366
2022
Q4 		$536K Buy
12,455
+2,671
+27% +$117K 0.06% 282
2022
Q3 		$426K Buy
9,784
+1,423
+17% +$68.5K 0.05% 306
2022
Q2 		$397K Sell
8,361
-49
-0.6% -$2.42K 0.05% 317
2022
Q1 		$477K Buy
8,410
+1,097
+15% +$67.8K 0.06% 291
2021
Q4 		$428K Buy
7,313
+1,184
+19% +$72.3K 0.05% 292
2021
Q3 		$359K Buy
6,129
+1,591
+35% +$88.9K 0.06% 298
2021
Q2 		$252K Buy
4,538
+345
+8% +$20.3K 0.04% 333
2021
Q1 		$245K Buy
+4,193
New +$230K 0.05% 266
2020
Q1 		– Sell
-3,913
Closed -$220K – 138
2019
Q4 		$220K Hold
3,913
– – 0.15% 85
2019
Q3 		$209K Buy
+3,913
New +$194K 0.16% 66

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Strategic Blueprint's TFC Position: Q3 2026 in Review

Strategic Blueprint increased its Truist Financial (TFC) stake by 32% in Q3 2026, buying an estimated $145K and bringing the position to 11,695 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #439.

Strategic Blueprint first reported a position in TFC in Q3 2019 and has held it in 25 quarters since. The position peaked at $695K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Strategic Blueprint held 11,695 shares of Truist Financial worth $541K as of Q3 2026.
  • Strategic Blueprint bought 2,861 Truist Financial shares in Q3 2026, an estimated $145K.
  • Truist Financial made up 0.03% of Strategic Blueprint's portfolio in Q3 2026, its #439 holding.
  • Strategic Blueprint first reported a position in Truist Financial in Q3 2019 and has held it in 25 quarters since.
  • Strategic Blueprint's Truist Financial position peaked at $695K in Q3 2025.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.