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Curat Global’s Truist Financial TFC Stock Holding History

Curat Global’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
Q1 		$112K Hold
2,443
– – 0.11% 124
2025
Q4 		$120K Hold
2,443
– – 0.13% 116
2025
Q3 		$112K Hold
2,443
– – 0.1% 129
2025
Q2 		$105K Hold
2,443
– – 0.1% 132
2025
Q1 		$101K Buy
+2,443
New +$109K 0.12% 141

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Curat Global's TFC Position: Q1 2026 in Review

Curat Global held its Truist Financial (TFC) position steady in Q1 2026 at 2,443 shares worth $112K. The position accounts for 0.11% of the portfolio, ranked #124.

Curat Global first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $120K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Curat Global held 2,443 shares of Truist Financial worth $112K as of Q1 2026.
  • Curat Global left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.11% of Curat Global's portfolio in Q1 2026, its #124 holding.
  • Curat Global first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's Truist Financial position peaked at $120K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.