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	$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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Curated Wealth Partners increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 5,974 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #176.

Curated Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.12M in Q1 2023. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Curated Wealth Partners held 5,974 shares of Truist Financial worth $298K as of Q2 2026.
Curated Wealth Partners bought 660 Truist Financial shares in Q2 2026, an estimated $32.5K.
Truist Financial made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #176 holding.
Curated Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 14 quarters since.
Curated Wealth Partners's Truist Financial position peaked at $1.12M in Q1 2023.
1,702 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.