Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

TFC holding history

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

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 148,625
Value: $7.40M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	148,625	$7.40M	0.1%	+11,521+8.4%	Added	Holders
Q1 2026	137,104	$6.30M	0.1%	+7,207+5.5%	Added	Holders
Q4 2025	129,897	$6.39M	0.1%	+31,551+32.1%	Added	Holders
Q3 2025	98,346	$4.50M	0.1%	+2,277+2.4%	Added	Holders
Q2 2025	96,069	$4.13M	0.1%	+5,978+6.6%	Added	Holders
Q1 2025	90,091	$3.71M	0.1%	−808−0.9%	Reduced	Holders
Q4 2024	90,899	$3.94M	0.1%	−742−0.8%	Reduced	Holders
Q3 2024	91,641	$3.92M	0.1%	−9,043−9.0%	Reduced	Holders
Q2 2024	100,684	$3.91M	0.1%	+80,172+390.9%	Added	Holders
Q1 2024	20,512	$803.6K	<0.1%	−473−2.3%	Reduced	Holders
Q4 2023	20,985	$774.8K	<0.1%	−196−0.9%	Reduced	Holders
Q3 2023	21,181	$606.0K	<0.1%	−352−1.6%	Reduced	Holders
Q2 2023	21,533	$653.5K	<0.1%	+788+3.8%	Added	Holders
Q1 2023	20,745	$707.4K	0.1%	+768+3.8%	Added	Holders
Q4 2022	19,977	$859.6K	0.1%	−96−0.5%	Reduced	Holders
Q3 2022	20,073	$874.0K	0.1%	−1,232−5.8%	Reduced	Holders
Q2 2022	21,305	$1.01M	0.1%	−915−4.1%	Reduced	Holders
Q1 2022	22,220	$1.26M	0.1%	+2,123+10.6%	Added	Holders
Q4 2021	20,097	$1.18M	0.1%	−159−0.8%	Reduced	Holders
Q3 2021	20,256	$1.19M	0.1%	+310+1.6%	Added	Holders
Q2 2021	19,946	$1.11M	0.1%	−28−0.1%	Reduced	Holders
Q1 2021	19,974	$1.17M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.