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 $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

Curi RMB Capital's TFC Position: Q2 2026 in Review

Curi RMB Capital increased its Truist Financial (TFC) stake by 24% in Q2 2026, buying an estimated $208K and bringing the position to 21,574 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #437.

Curi RMB Capital first reported a position in TFC in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2019. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Curi RMB Capital held 21,574 shares of Truist Financial worth $1.07M as of Q2 2026.
Curi RMB Capital bought 4,228 Truist Financial shares in Q2 2026, an estimated $208K.
Truist Financial made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #437 holding.
Curi RMB Capital first reported a position in Truist Financial in Q2 2016 and has held it in 26 quarters since.
Curi RMB Capital's Truist Financial position peaked at $1.48M in Q4 2019.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.