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Curated Wealth Partners’s Truist Financial TFC Stock Holding History

Curated Wealth Partners’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 		$2.61M Buy
2,571,543
+2,566,229
+48,292% +$126M 0.34% 53
2026
Q1 		$244K Buy
5,314
+1,235
+30% +$61K 0.03% 185
2025
Q4 		$201K Buy
+4,079
New +$188K 0.02% 201
2023
Q3 		– Sell
-30,168
Closed -$916K – 145
2023
Q2 		$916K Sell
30,168
-2,581
-8% -$80.2K 0.18% 42
2023
Q1 		$1.12M Buy
32,749
+8,489
+35% +$371K 0.25% 29
2022
Q4 		$1.04M Buy
24,260
+4,190
+21% +$184K 0.25% 34
2022
Q3 		$873K Buy
20,070
+473
+2% +$22.8K 0.26% 34
2022
Q2 		$930K Buy
19,597
+8,456
+76% +$417K 0.27% 33
2022
Q1 		$651K Hold
11,141
– – 0.22% 59
2021
Q4 		$651K Buy
11,141
+64
+0.6% +$3.91K 0.21% 61
2021
Q3 		$650K Buy
11,077
+4,483
+68% +$251K 0.36% 53
2021
Q2 		$366K Buy
6,594
+713
+12% +$41.9K 0.2% 100
2021
Q1 		$343K Buy
5,881
+41
+0.7% +$2.25K 0.21% 98
2020
Q4 		$280K Buy
+5,840
New +$264K 0.18% 112

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Curated Wealth Partners's TFC Position: Q2 2026 in Review

Curated Wealth Partners increased its Truist Financial (TFC) stake by 48,292% in Q2 2026, buying an estimated $126M and bringing the position to 2,571,543 shares worth $2.61M. The position accounts for 0.34% of the portfolio, ranked #53.

Curated Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 14 quarters since. 409 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Curated Wealth Partners held 2,571,543 shares of Truist Financial worth $2.61M as of Q2 2026.
  • Curated Wealth Partners bought 2,566,229 Truist Financial shares in Q2 2026, an estimated $126M.
  • Truist Financial made up 0.34% of Curated Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Curated Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 14 quarters since.
  • 409 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.