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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Smith, Salley & Associates, 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)
17,105
Value
$852.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,105$852.2K<0.1%+167+1.0%AddedHolders
Q1 202616,938$778.6K<0.1%−823−4.6%ReducedHolders
Q4 202517,761$874.0K<0.1%−528−2.9%ReducedHolders
Q3 202518,289$836.2K<0.1%−2,678−12.8%ReducedHolders
Q2 202520,967$901.4K0.1%+10,620+102.6%AddedHolders
Q1 202510,347$425.8K<0.1%+1,015+10.9%AddedHolders
Q4 20249,332$404.8K<0.1%−411−4.2%ReducedHolders
Q3 20249,743$416.7K<0.1%−210−2.1%ReducedHolders
Q2 20249,953$386.7K<0.1%−6,001−37.6%ReducedHolders
Q1 202415,954$621.9K<0.1%−12,869−44.6%ReducedHolders
Q4 202328,823$1.06M0.1%+6,463+28.9%AddedHolders
Q3 202322,360$639.7K<0.1%−3,739−14.3%ReducedHolders
Q2 202326,099$792.0K0.1%−90,804−77.7%ReducedHolders
Q1 2023116,903$3.99M0.3%+16,163+16.0%AddedHolders
Q4 2022100,740$4.33M0.4%−18,329−15.4%ReducedHolders
Q3 2022119,069$5.18M0.5%−473−0.4%ReducedHolders
Q2 2022119,542$5.67M0.5%+2,465+2.1%AddedHolders
Q1 2022117,077$6.64M0.5%−4,812−3.9%ReducedHolders
Q4 2021121,889$7.14M0.5%+5,056+4.3%AddedHolders
Q3 2021116,833$6.85M0.5%+4,793+4.3%AddedHolders
Q2 2021112,040$6.22M0.5%+1,747+1.6%AddedHolders
Q1 2021110,293$6.43M0.6%––Holders

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