Position in TFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$128,114,271
+$127,869,988 QoQ
Shares Held
2,571,543
+48291.9% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2
of 125 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $263,534,178 across 47 Banks - Regional names. TFC ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
2,571,543 | $128,114,271 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
122,536 | $30,170,813 | |
| 3 | FITB |
Fifth Third Bancorp
|
268,205 | $15,118,715 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
250,000 | $8,440,000 | |
| 5 | ATLO |
Ames National Corp
|
240,000 | $7,106,400 | |
| 6 | CCB |
Coastal Financial Corp
|
65,000 | $5,038,150 | |
| 7 | CASH |
Pathward Financial, Inc.
|
55,000 | $4,788,300 | |
| 8 | BKU |
BankUnited, Inc.
|
96,365 | $4,668,884 |
All Filings in TFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,114,271 | 2,571,543 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $244,283 | 5,314 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $200,727 | 4,079 | Shares | Other | 2026-01-12 | |
| 2023-06-30 | $915,598 | 30,168 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $1,116,740 | 32,749 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,043,907 | 24,260 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $873,846 | 20,070 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $929,484 | 19,597 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $631,693 | 11,141 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $652,304 | 11,141 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $649,666 | 11,077 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $365,967 | 6,594 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $342,979 | 5,881 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $279,911 | 5,840 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||