Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

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TFC holding history

Truist Financial Corp in every 13F filed by Sheets Smith Wealth Management, 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): 18,142
Value: $903.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,142	$903.9K	0.1%	−70.0%	Reduced	Holders
Q1 2026	18,149	$834.3K	0.1%	+61+0.3%	Added	Holders
Q4 2025	18,088	$890.1K	0.1%	+28+0.2%	Added	Holders
Q3 2025	18,060	$825.7K	0.1%	−29−0.2%	Reduced	Holders
Q2 2025	18,089	$777.6K	0.1%	+13+0.1%	Added	Holders
Q1 2025	18,076	$743.8K	0.1%	+11+0.1%	Added	Holders
Q4 2024	18,065	$783.7K	0.1%	+10+0.1%	Added	Holders
Q3 2024	18,055	$772.2K	0.1%	−34−0.2%	Reduced	Holders
Q2 2024	18,089	$702.8K	0.1%	−68−0.4%	Reduced	Holders
Q1 2024	18,157	$707.8K	0.1%	+180+1.0%	Added	Holders
Q4 2023	17,977	$663.7K	0.1%	−4,777−21.0%	Reduced	Holders
Q3 2023	22,754	$651.0K	0.1%	−1,525−6.3%	Reduced	Holders
Q2 2023	24,279	$736.9K	0.1%	−161−0.7%	Reduced	Holders
Q1 2023	24,440	$833.4K	0.1%	+3,009+14.0%	Added	Holders
Q4 2022	21,431	$922.2K	0.1%	−63−0.3%	Reduced	Holders
Q3 2022	21,494	$936.0K	0.2%	+1,960+10.0%	Added	Holders
Q2 2022	19,534	$926.0K	0.2%	−477−2.4%	Reduced	Holders
Q1 2022	20,011	$1.14M	0.2%	+262+1.3%	Added	Holders
Q4 2021	19,749	$1.16M	0.1%	+93+0.5%	Added	Holders
Q3 2021	19,656	$1.15M	0.2%	+369+1.9%	Added	Holders
Q2 2021	19,287	$1.07M	0.1%	+794+4.3%	Added	Holders
Q1 2021	18,493	$1.08M	0.2%	–	–	Holders

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