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Curi Capital, LLC

Position in TFC — Truist Financial Corp

CIK 1332905 CHICAGO, IL

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,074,816
+$277,422 QoQ
Shares Held
21,574
+24.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#720
of 1,681 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 60% Shared 0% None 40%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. TFC ranks #49 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TFC

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,074,816 21,574
2026-03-31 $797,394 17,346
2025-12-31 $738,936 15,016
2025-09-30 $729,599 15,958
2025-06-30 $466,828 10,859
2025-03-31 $337,471 8,201
2024-12-31 $257,980 5,947
2024-09-30 $254,267 5,945
2024-06-30 $243,511 6,268
2024-03-31 $231,190 5,931
2023-06-30 $222,162 7,320
2021-03-31 $234,213 4,016
2020-03-31 $644,000 20,882