Truist Financial Corp equities shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Truist Financial Corp equities
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Quarterly reported holdings in Truist Financial Corp equities by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $201k | 4.1k | 49.21 |
| 2023-06-30 | $916k | 30k | 30.35 |
| 2023-03-31 | $1.1M | 33k | 34.10 |
| 2022-12-31 | $1.0M | 24k | 43.03 |
| 2022-09-30 | $873k | 20k | 43.48 |
| 2022-06-30 | $942k | 20k | 48.05 |
| 2022-03-31 | $663k | 11k | 59.50 |
| 2021-12-31 | $614k | 11k | 55.08 |
| 2021-09-30 | $650k | 11k | 58.68 |
| 2021-06-30 | $366k | 6.6k | 55.51 |
| 2021-03-31 | $343k | 5.9k | 58.32 |
| 2020-12-31 | $280k | 5.8k | 47.95 |
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