Skip to main content
Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Triangle Securities Wealth Management, 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)
16,081
Value
$801.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TFC by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,081$801.2K0.2%−3,427−17.6%ReducedHolders
Q1 202619,508$896.8K0.2%−1,558−7.4%ReducedHolders
Q4 202521,066$1.04M0.2%−1,495−6.6%ReducedHolders
Q3 202522,561$1.03M0.2%−2,307−9.3%ReducedHolders
Q2 202524,868$1.07M0.3%−25,933−51.0%ReducedHolders
Q1 202550,801$2.09M0.5%−5,731−10.1%ReducedHolders
Q4 202456,532$2.45M0.6%−1,699−2.9%ReducedHolders
Q3 202458,231$2.49M0.6%−3,769−6.1%ReducedHolders
Q2 202462,000$2.41M0.7%−1,608−2.5%ReducedHolders
Q1 202463,608$2.48M0.7%−2,206−3.4%ReducedHolders
Q4 202365,814$2.43M0.8%+1,457+2.3%AddedHolders
Q3 202364,357$1.84M0.7%+1,006+1.6%AddedHolders
Q2 202363,351$1.92M0.7%+95+0.2%AddedHolders
Q1 202363,256$2.16M0.8%+350+0.6%AddedHolders
Q4 202262,906$2.71M1.0%+2,594+4.3%AddedHolders
Q3 202260,312$2.63M1.1%−234−0.4%ReducedHolders
Q2 202260,546$2.87M1.1%+732+1.2%AddedHolders
Q1 202259,814$3.39M1.1%+2,286+4.0%AddedHolders
Q4 202157,528$3.37M1.1%−33−0.1%ReducedHolders
Q3 202157,561$3.38M1.1%+5,667+10.9%AddedHolders
Q2 202151,894$2.88M1.0%+60.0%AddedHolders
Q1 202151,888$3.03M1.1%––Holders

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