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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Modera Wealth Management, 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)
220,034
Value
$11.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026220,034$11.0M0.1%−6,396−2.8%ReducedHolders
Q1 2026226,430$10.4M0.1%−9,734−4.1%ReducedHolders
Q4 2025236,164$11.6M0.1%−2,211−0.9%ReducedHolders
Q3 2025238,375$10.9M0.1%−5,361−2.2%ReducedHolders
Q2 2025243,736$10.5M0.1%+5,487+2.3%AddedHolders
Q1 2025238,249$9.80M0.1%−689−0.3%ReducedHolders
Q4 2024238,938$10.4M0.1%−48,292−16.8%ReducedHolders
Q3 2024287,230$12.3M0.2%+3,854+1.4%AddedHolders
Q2 2024283,376$11.0M0.2%+16,655+6.2%AddedHolders
Q1 2024266,721$10.4M0.2%+13,953+5.5%AddedHolders
Q4 2023252,768$9.33M0.2%+50,947+25.2%AddedHolders
Q3 2023201,821$5.77M0.1%+60,191+42.5%AddedHolders
Q2 2023141,630$4.30M0.1%+127,025+869.7%AddedHolders
Q1 202314,605$498.0K<0.1%−278−1.9%ReducedHolders
Q4 202214,883$640.4K<0.1%+68+0.5%AddedHolders
Q3 202214,815$645.0K<0.1%−2,271−13.3%ReducedHolders
Q2 202217,086$810.0K<0.1%−203−1.2%ReducedHolders
Q1 202217,289$980.0K<0.1%−5,897−25.4%ReducedHolders
Q4 202123,186$1.36M0.1%+6,276+37.1%AddedHolders
Q3 202116,910$992.0K0.1%+1,264+8.1%AddedHolders
Q2 202115,646$868.0K<0.1%−588−3.6%ReducedHolders
Q1 202116,234$947.0K0.1%––Holders

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