Skip to main content
Livermore
Livermore
ZHEN

Patten & Patten Inc

SEC CIK
0001044905
Latest filing
Aug 5, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Patten & Patten Inc, 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)
59,748
Value
$2.98M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TFC by Patten & Patten Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,748$2.98M0.2%−1,212−2.0%ReducedHolders
Q1 202660,960$2.80M0.2%−41,868−40.7%ReducedHolders
Q4 2025102,828$5.06M0.3%−1,410−1.4%ReducedHolders
Q3 2025104,238$4.77M0.3%+3,111+3.1%AddedHolders
Q2 2025101,127$4.35M0.3%−5,345−5.0%ReducedHolders
Q1 2025106,472$4.38M0.3%−3,186−2.9%ReducedHolders
Q4 2024109,658$4.76M0.3%−8,040−6.8%ReducedHolders
Q3 2024117,698$5.03M0.3%−4,322−3.5%ReducedHolders
Q2 2024122,020$4.74M0.3%−13,436−9.9%ReducedHolders
Q1 2024135,456$5.28M0.4%−14,768−9.8%ReducedHolders
Q4 2023150,224$5.55M0.5%−30,409−16.8%ReducedHolders
Q3 2023180,633$5.17M0.5%−21,566−10.7%ReducedHolders
Q2 2023202,199$6.14M0.5%+4,695+2.4%AddedHolders
Q1 2023197,504$6.73M0.6%+4,549+2.4%AddedHolders
Q4 2022192,955$8.30M0.8%−24,739−11.4%ReducedHolders
Q3 2022217,694$9.48M0.9%+2,133+1.0%AddedHolders
Q2 2022215,561$10.2M0.9%−5,660−2.6%ReducedHolders
Q1 2022221,221$12.5M0.9%+6,760+3.2%AddedHolders
Q4 2021214,461$12.6M0.9%+10,467+5.1%AddedHolders
Q3 2021203,994$12.0M0.9%+8,552+4.4%AddedHolders
Q2 2021195,442$10.8M0.8%+13,229+7.3%AddedHolders
Q1 2021182,213$10.6M0.9%––Holders

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