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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Creative Planning, 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)
513,102
Value
$25.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026513,102$25.6M<0.1%+10,793+2.1%AddedHolders
Q1 2026502,309$23.1M<0.1%+168,350+50.4%AddedHolders
Q4 2025333,959$16.4M<0.1%−81,479−19.6%ReducedHolders
Q3 2025415,438$19.0M<0.1%+26,790+6.9%AddedHolders
Q2 2025388,648$16.7M<0.1%+109,180+39.1%AddedHolders
Q1 2025279,468$11.5M<0.1%−33,269−10.6%ReducedHolders
Q4 2024312,737$13.6M<0.1%−46,761−13.0%ReducedHolders
Q3 2024359,498$15.4M<0.1%−18,872−5.0%ReducedHolders
Q2 2024378,370$14.7M<0.1%−25,038−6.2%ReducedHolders
Q1 2024403,408$15.7M<0.1%+19,775+5.2%AddedHolders
Q4 2023383,633$14.2M<0.1%+15,975+4.3%AddedHolders
Q3 2023367,658$10.5M<0.1%+8,862+2.5%AddedHolders
Q2 2023358,796$10.9M<0.1%+8,754+2.5%AddedHolders
Q1 2023350,042$11.9M<0.1%+66,668+23.5%AddedHolders
Q4 2022283,374$12.2M<0.1%+11,588+4.3%AddedHolders
Q3 2022271,786$11.8M<0.1%−10,144−3.6%ReducedHolders
Q2 2022281,930$13.4M<0.1%+94,485+50.4%AddedHolders
Q1 2022187,445$10.6M<0.1%−58,140−23.7%ReducedHolders
Q4 2021245,585$14.4M<0.1%−1,433−0.6%ReducedHolders
Q3 2021247,018$14.5M<0.1%−6,922−2.7%ReducedHolders
Q2 2021253,940$14.1M<0.1%−30,242−10.6%ReducedHolders
Q1 2021284,182$16.6M<0.1%––Holders

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