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Livermore
Livermore
ZHEN

Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

TFC holding history

Truist Financial Corp in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2025 holdings

Shares (Q2 2025)
14,562
Value
$626.0K
% of portfolio
0.1%
Quarters held
13
Since Q2 2022
Holdings of TFC by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202514,562$626.0K0.1%00.0%UnchangedHolders
Q1 202514,562$599.2K0.1%00.0%UnchangedHolders
Q4 202414,562$631.7K0.1%00.0%UnchangedHolders
Q3 202414,562$622.8K0.1%00.0%UnchangedHolders
Q2 202414,562$565.7K0.1%00.0%UnchangedHolders
Q1 202414,562$567.6K0.1%00.0%UnchangedHolders
Q4 202314,562$537.6K0.1%00.0%UnchangedHolders
Q3 202314,562$416.6K0.1%00.0%UnchangedHolders
Q2 202314,562$442.0K0.1%00.0%UnchangedHolders
Q1 202314,562$496.6K0.1%00.0%UnchangedHolders
Q4 202214,562$626.6K0.1%00.0%UnchangedHolders
Q3 202214,562$634.0K0.1%00.0%UnchangedHolders
Q2 202214,562$691.0K0.1%+14,562NewHolders