Strategic Advisors LLC

SEC CIK: 0001569119
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Strategic 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): 15,740
Value: $784.2K
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Strategic Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,740	$784.2K	0.2%	+10.0%	Added	Holders
Q1 2026	15,739	$723.6K	0.1%	−338−2.1%	Reduced	Holders
Q4 2025	16,077	$791.2K	0.1%	−253−1.5%	Reduced	Holders
Q3 2025	16,330	$746.6K	0.1%	−110−0.7%	Reduced	Holders
Q2 2025	16,440	$706.8K	0.1%	−660−3.9%	Reduced	Holders
Q1 2025	17,100	$703.7K	0.1%	00.0%	Unchanged	Holders
Q4 2024	17,100	$741.8K	0.1%	+1,500+9.6%	Added	Holders
Q3 2024	15,600	$667.2K	0.1%	00.0%	Unchanged	Holders
Q2 2024	15,600	$606.1K	0.1%	00.0%	Unchanged	Holders
Q1 2024	15,600	$608.1K	0.1%	−5,720−26.8%	Reduced	Holders
Q4 2023	21,320	$787.1K	0.1%	−483−2.2%	Reduced	Holders
Q3 2023	21,803	$623.8K	0.1%	−9,867−31.2%	Reduced	Holders
Q2 2023	31,670	$961.2K	0.2%	−3,918−11.0%	Reduced	Holders
Q1 2023	35,588	$1.21M	0.2%	+22+0.1%	Added	Holders
Q4 2022	35,566	$1.53M	0.3%	−1,177−3.2%	Reduced	Holders
Q3 2022	36,743	$1.60M	0.4%	−780−2.1%	Reduced	Holders
Q2 2022	37,523	$1.78M	0.4%	−2,581−6.4%	Reduced	Holders
Q1 2022	40,104	$2.27M	0.4%	−5,772−12.6%	Reduced	Holders
Q4 2021	45,876	$2.69M	0.4%	−797−1.7%	Reduced	Holders
Q3 2021	46,673	$2.74M	0.6%	−1,747−3.6%	Reduced	Holders
Q2 2021	48,420	$2.69M	0.7%	−2,450−4.8%	Reduced	Holders
Q1 2021	50,870	$2.97M	0.9%	–	–	Holders

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