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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

TFC holding history

Truist Financial Corp in every 13F filed by EP 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)
20,046
Value
$998.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of TFC by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,046$998.7K<0.1%+559+2.9%AddedHolders
Q1 202619,487$895.8K<0.1%−2,357−10.8%ReducedHolders
Q4 202521,844$1.07M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202521,769$935.9K<0.1%+5,143+30.9%AddedHolders
Q1 202516,626$684.2K<0.1%+2,380+16.7%AddedHolders
Q4 202414,246$618.0K<0.1%−173−1.2%ReducedHolders
Q3 202414,419$616.7K<0.1%+5,505+61.8%AddedHolders
Q2 20248,914$346.3K<0.1%+2,664+42.6%AddedHolders
Q1 20246,250$243.6K<0.1%−2,104−25.2%ReducedHolders
Q4 20238,354$308.4K<0.1%+125+1.5%AddedHolders
Q3 20238,229$235.4K<0.1%−75,265−90.1%ReducedHolders
Q2 202383,494$241.3K<0.1%+74,196+798.0%AddedHolders
Q1 20239,298$999.7K<0.1%+344+3.8%AddedHolders
Q4 20228,954$385.3K<0.1%+8,954NewHolders
Q3 20220$00.0%−22,524−100.0%Sold outHolders
Q2 202222,524$1.07M<0.1%+2,689+13.6%AddedHolders
Q1 202219,835$1.13M<0.1%+9,255+87.5%AddedHolders
Q4 202110,580$619.0K<0.1%−998−8.6%ReducedHolders
Q3 202111,578$679.0K<0.1%−1,074−8.5%ReducedHolders
Q2 202112,652$702.0K<0.1%−2,491−16.4%ReducedHolders
Q1 202115,143$883.0K<0.1%––Holders

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