Curated Wealth Partners
TFC icon

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
Q3 		$377K Buy
8,151
+2,177
+36% +$111K 0.03% 355
2026
Q2 		$298K Buy
5,974
+660
+12% +$32.5K 0.03% 176
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Curated Wealth Partners's TFC Position: Q3 2026 in Review

Curated Wealth Partners increased its Truist Financial (TFC) stake by 36% in Q3 2026, buying an estimated $111K and bringing the position to 8,151 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #355.

Curated Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2023. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Curated Wealth Partners held 8,151 shares of Truist Financial worth $377K as of Q3 2026.
  • Curated Wealth Partners bought 2,177 Truist Financial shares in Q3 2026, an estimated $111K.
  • Truist Financial made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #355 holding.
  • Curated Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 15 quarters since.
  • Curated Wealth Partners's Truist Financial position peaked at $1.12M in Q1 2023.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.