HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
TFC holding history
Truist Financial Corp in every 13F filed by HM Payson & Co, 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 2026 holdings
- Shares (Q2 2026)
- 17,054
- Value
- $849.6K
- % of portfolio
- <0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,054 | $849.6K | <0.1% | +20.0% | Added | Holders |
| Q1 2026 | 17,052 | $783.9K | <0.1% | −71−0.4% | Reduced | Holders |
| Q4 2025 | 17,123 | $842.6K | <0.1% | −570−3.2% | Reduced | Holders |
| Q3 2025 | 17,693 | $808.9K | <0.1% | +817+4.8% | Added | Holders |
| Q2 2025 | 16,876 | $725.5K | <0.1% | +377+2.3% | Added | Holders |
| Q1 2025 | 16,499 | $678.9K | <0.1% | +1,644+11.1% | Added | Holders |
| Q4 2024 | 14,855 | $644.4K | <0.1% | −50.0% | Reduced | Holders |
| Q3 2024 | 14,860 | $635.6K | <0.1% | −1,485−9.1% | Reduced | Holders |
| Q2 2024 | 16,345 | $635.0K | <0.1% | +433+2.7% | Added | Holders |
| Q1 2024 | 15,912 | $620.3K | <0.1% | −2,661−14.3% | Reduced | Holders |
| Q4 2023 | 18,573 | $685.7K | <0.1% | −3,120−14.4% | Reduced | Holders |
| Q3 2023 | 21,693 | $620.6K | <0.1% | −3,309−13.2% | Reduced | Holders |
| Q2 2023 | 25,002 | $758.8K | <0.1% | −2,028−7.5% | Reduced | Holders |
| Q1 2023 | 27,030 | $921.7K | <0.1% | −3,650−11.9% | Reduced | Holders |
| Q4 2022 | 30,680 | $1.32M | <0.1% | −583−1.9% | Reduced | Holders |
| Q3 2022 | 31,263 | $1.36M | <0.1% | −4,878−13.5% | Reduced | Holders |
| Q2 2022 | 36,141 | $1.71M | <0.1% | −1,626−4.3% | Reduced | Holders |
| Q1 2022 | 37,767 | $2.14M | <0.1% | −321−0.8% | Reduced | Holders |
| Q4 2021 | 38,088 | $2.23M | <0.1% | +10.0% | Added | Holders |
| Q3 2021 | 38,087 | $2.23M | 0.1% | −129−0.3% | Reduced | Holders |
| Q2 2021 | 38,216 | $2.12M | 0.1% | −801−2.1% | Reduced | Holders |
| Q1 2021 | 39,017 | $2.27M | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.