Curbstone Financial Management Corp’s Truist Financial TFC Stock Holding History

Curbstone Financial Management Corp’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	$476K	Hold	9,546	–	–	0.08%	190
2026 Q1	$439K	Buy	9,546 +182	+2%	+$8.99K	0.08%	190
2025 Q4	$461K	Buy	+9,364	New	+$431K	0.09%	182
2022 Q2	–	Sell	-7,522	Closed	-$426K	–	199
2022 Q1	$426K	Sell	7,522 -140	-2%	-$8.65K	0.08%	196
2021 Q4	$449K	Sell	7,662 -76	-1%	-$4.64K	0.08%	189
2021 Q3	$454K	Hold	7,738	–	–	0.09%	181
2021 Q2	$429K	Sell	7,738 -468	-6%	-$27.5K	0.08%	186
2021 Q1	$479K	Sell	8,206 -412	-5%	-$22.6K	0.1%	169
2020 Q4	$413K	Sell	8,618 -3,108	-27%	-$141K	0.09%	171
2020 Q3	$446K	Sell	11,726 -1,486	-11%	-$56K	0.11%	157
2020 Q2	$496K	Hold	13,212	–	–	0.13%	146
2020 Q1	$407K	Sell	13,212 -478	-3%	-$22.6K	0.12%	152
2019 Q4	$771K	Buy	+13,690	New	+$741K	0.18%	129

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Curbstone Financial Management Corp's TFC Position: Q2 2026 in Review

Curbstone Financial Management Corp held its Truist Financial (TFC) position steady in Q2 2026 at 9,546 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #190.

Curbstone Financial Management Corp first reported a position in TFC in Q4 2019 and has held it in 13 quarters since. The position peaked at $771K in Q4 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Curbstone Financial Management Corp held 9,546 shares of Truist Financial worth $476K as of Q2 2026.
Curbstone Financial Management Corp left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.08% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #190 holding.
Curbstone Financial Management Corp first reported a position in Truist Financial in Q4 2019 and has held it in 13 quarters since.
Curbstone Financial Management Corp's Truist Financial position peaked at $771K in Q4 2019.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.