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Curi RMB Capital’s Truist Financial TFC Stock Holding History

Curi RMB Capital’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 		$797K Buy
17,346
+2,330
+16% +$115K 0.01% 495
2025
Q4 		$739K Sell
15,016
-942
-6% -$43.4K 0.01% 522
2025
Q3 		$730K Buy
15,958
+5,099
+47% +$230K 0.01% 461
2025
Q2 		$467K Buy
10,859
+2,658
+32% +$104K 0.01% 523
2025
Q1 		$337K Buy
8,201
+2,254
+38% +$100K 0.01% 416
2024
Q4 		$258K Buy
5,947
+2
+0% +$89 0.01% 482
2024
Q3 		$254K Sell
5,945
-323
-5% -$13.6K 0.01% 506
2024
Q2 		$244K Buy
6,268
+337
+6% +$12.7K 0.01% 498
2024
Q1 		$231K Buy
+5,931
New +$217K 0.01% 529
2023
Q3 		– Sell
-7,320
Closed -$222K – 516
2023
Q2 		$222K Buy
+7,320
New +$227K 0.01% 476
2021
Q2 		– Sell
-4,016
Closed -$234K – 474
2021
Q1 		$234K Buy
+4,016
New +$220K 0.01% 424
2020
Q2 		– Sell
-20,882
Closed -$644K – 688
2020
Q1 		$644K Sell
20,882
-5,326
-20% -$252K 0.03% 355
2019
Q4 		$1.48M Buy
26,208
+7,669
+41% +$415K 0.04% 315
2019
Q3 		$989K Sell
18,539
-354
-2% -$17.5K 0.03% 386
2019
Q2 		$928K Sell
18,893
-4,000
-17% -$196K 0.02% 432
2019
Q1 		$1.06M Buy
22,893
+5,142
+29% +$251K 0.03% 439
2018
Q4 		$769K Sell
17,751
-3,395
-16% -$163K 0.02% 541
2018
Q3 		$1.03M Sell
21,146
-1,306
-6% -$67K 0.02% 499
2018
Q2 		$1.13M Buy
22,452
+3,852
+21% +$205K 0.03% 468
2018
Q1 		$968K Buy
18,600
+2,846
+18% +$153K 0.02% 514
2017
Q4 		$783K Buy
15,754
+15,650
+15,048% +$755K 0.02% 522
2017
Q3 		$5K Buy
104
+47
+82% +$2.16K ﹤0.01% 701
2017
Q2 		$3K Buy
57
+17
+43% +$738 ﹤0.01% 718
2017
Q1 		$2K Buy
+40
New +$1.87K ﹤0.01% 551
2016
Q3 		– Sell
-68
Closed -$2.53K – 508
2016
Q2 		$2K Buy
+68
New +$2.38K ﹤0.01% 436

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

Curi RMB Capital's TFC Position: Q1 2026 in Review

Curi RMB Capital increased its Truist Financial (TFC) stake by 16% in Q1 2026, buying an estimated $115K and bringing the position to 17,346 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #495.

Curi RMB Capital first reported a position in TFC in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.48M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Curi RMB Capital held 17,346 shares of Truist Financial worth $797K as of Q1 2026.
  • Curi RMB Capital bought 2,330 Truist Financial shares in Q1 2026, an estimated $115K.
  • Truist Financial made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #495 holding.
  • Curi RMB Capital first reported a position in Truist Financial in Q2 2016 and has held it in 25 quarters since.
  • Curi RMB Capital's Truist Financial position peaked at $1.48M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.