Westover Capital Advisors, LLC

SEC CIK: 0001483467
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Westover Capital Advisors, LLC, 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): 13,818
Value: $688.4K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Westover Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,818	$688.4K	0.1%	00.0%	Unchanged	Holders
Q1 2026	13,818	$635.2K	0.1%	+3,800+37.9%	Added	Holders
Q4 2025	10,018	$493.0K	0.1%	00.0%	Unchanged	Holders
Q3 2025	10,018	$458.0K	0.1%	00.0%	Unchanged	Holders
Q2 2025	10,018	$430.7K	0.1%	−448−4.3%	Reduced	Holders
Q1 2025	10,466	$430.7K	0.1%	−1,752−14.3%	Reduced	Holders
Q4 2024	12,218	$530.0K	0.1%	00.0%	Unchanged	Holders
Q3 2024	12,218	$522.6K	0.1%	+5,200+74.1%	Added	Holders
Q2 2024	7,018	$272.6K	0.1%	−45−0.6%	Reduced	Holders
Q1 2024	7,063	$275.3K	0.1%	00.0%	Unchanged	Holders
Q4 2023	7,063	$260.8K	0.1%	+4+0.1%	Added	Holders
Q3 2023	7,059	$202.0K	0.1%	−12,348−63.6%	Reduced	Holders
Q2 2023	19,407	$589.0K	0.2%	−12,328−38.8%	Reduced	Holders
Q1 2023	31,735	$1.08M	0.4%	+4,506+16.5%	Added	Holders
Q4 2022	27,229	$1.17M	0.5%	−60,033−68.8%	Reduced	Holders
Q3 2022	87,262	$3.80M	1.5%	−2,022−2.3%	Reduced	Holders
Q2 2022	89,284	$4.24M	1.6%	−19,250−17.7%	Reduced	Holders
Q1 2022	108,534	$6.15M	1.9%	−1,180−1.1%	Reduced	Holders
Q4 2021	109,714	$6.42M	1.9%	−3,595−3.2%	Reduced	Holders
Q3 2021	113,309	$6.65M	2.1%	+2,933+2.7%	Added	Holders
Q2 2021	110,376	$6.13M	2.0%	−2,217−2.0%	Reduced	Holders
Q1 2021	112,593	$6.57M	2.3%	–	–	Holders

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