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CURIO WEALTH, LLC

Position in TFC — Truist Financial Corp

CIK 2049201 ANNAPOLIS, MD

Position in TFC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$139,105
-$9,607 QoQ
Shares Held
3,026
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TFC Over Time

Shares Held

Position Value (USD)

All Filings in TFC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $139,105 3,026
2025-12-31 $148,712 3,022
2025-09-30 $47,411 1,037
2025-06-30 $129,915 3,022
2025-03-31 $82 2
2024-12-31 $44,985 1,037