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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

TFC holding history

Truist Financial Corp in every 13F filed by BKD Wealth Advisors, 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 2026 holdings

Shares (Q2 2026)
12,011
Value
$598.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,011$598.4K<0.1%+204+1.7%AddedHolders
Q1 202611,807$542.8K<0.1%−3,870−24.7%ReducedHolders
Q4 202515,677$771.5K<0.1%+4,646+42.1%AddedHolders
Q3 202511,031$504.3K<0.1%−991−8.2%ReducedHolders
Q2 202512,022$516.8K<0.1%−539−4.3%ReducedHolders
Q1 202512,561$516.9K<0.1%−10,255−44.9%ReducedHolders
Q4 202422,816$989.7K<0.1%−136−0.6%ReducedHolders
Q3 202422,952$981.7K<0.1%−1,019−4.3%ReducedHolders
Q2 202423,971$931.3K<0.1%−2,268−8.6%ReducedHolders
Q1 202426,239$1.02M<0.1%−4,964−15.9%ReducedHolders
Q4 202331,203$1.15M<0.1%−5,076−14.0%ReducedHolders
Q3 202336,279$1.04M<0.1%−2,258−5.9%ReducedHolders
Q2 202338,537$1.17M<0.1%+4,424+13.0%AddedHolders
Q1 202334,113$1.16M<0.1%+5,608+19.7%AddedHolders
Q4 202228,505$1.23M<0.1%−2,034−6.7%ReducedHolders
Q3 202230,539$1.33M0.1%−1,050−3.3%ReducedHolders
Q2 202231,589$1.50M0.1%+27,096+603.1%AddedHolders
Q1 20224,493$255.0K<0.1%+291+6.9%AddedHolders
Q4 20214,202$246.0K<0.1%−17−0.4%ReducedHolders
Q3 20214,219$247.0K<0.1%−18−0.4%ReducedHolders
Q2 20214,237$235.0K<0.1%+202+5.0%AddedHolders
Q1 20214,035$235.0K<0.1%––Holders

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