Blake Schutter Theil Wealth Advisors, LLC
Position in TFC — Truist Financial Corp
CIK 2042011
DAYTON, OH
Position in TFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$394,424
-$16,777 QoQ
Shares Held
7,917
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,116
of 1,681 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $662,311 across 2 Banks - Regional names. TFC ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
7,917 | $394,424 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,088 | $267,887 |
All Filings in TFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,424 | 7,917 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $411,201 | 8,945 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $440,331 | 8,948 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $402,290 | 8,799 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $302,864 | 7,045 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $289,778 | 7,042 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $305,481 | 7,042 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $300,117 | 7,017 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||