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
2020 Q1	–	Sell	-261,000	Closed	-$14.7M	–	766
2019 Q4	$14.7M	Buy	+261,000	New	+$14.1M	0.41%	61
2019 Q3	–	Sell	-559,000	Closed	-$27.5M	–	791
2019 Q2	$27.5M	Buy	559,000 +182,500	+48%	+$8.94M	0.69%	23
2019 Q1	$17.5M	Buy	+376,500	New	+$18.4M	0.44%	52
2018 Q2	–	Sell	-292,000	Closed	-$15.2M	–	969
2018 Q1	$15.2M	Buy	292,000 +14,000	+5%	+$754K	0.39%	67
2017 Q4	$13.8M	Buy	278,000 +6,000	+2%	+$290K	0.36%	72
2017 Q3	$12.8M	Sell	272,000 -176,000	-39%	-$8.09M	0.33%	91
2017 Q2	$20.3M	Buy	448,000 +160,000	+56%	+$6.95M	0.58%	29
2017 Q1	$12.9M	Buy	288,000 +126,000	+78%	+$5.89M	0.53%	59
2016 Q4	$7.62M	Sell	162,000 -35,500	-18%	-$1.51M	0.41%	81
2016 Q3	$7.45M	Sell	197,500 -258,500	-57%	-$9.63M	0.4%	77
2016 Q2	$16.2M	Buy	456,000 +319,000	+233%	+$11.1M	0.85%	28
2016 Q1	$4.56M	Sell	137,000 -61,000	-31%	-$2.03M	0.3%	106
2015 Q4	$7.49M	Buy	+198,000	New	+$7.45M	0.35%	71

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.