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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Dynamic Advisor Solutions 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of TFC by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−4,689−100.0%Sold outHolders
Q4 20224,689$201.8K<0.1%−18,714−80.0%ReducedHolders
Q3 202223,403$1.02M0.1%+274+1.2%AddedHolders
Q2 202223,129$1.10M0.1%+323+1.4%AddedHolders
Q1 202222,806$1.29M0.1%+203+0.9%AddedHolders
Q4 202122,603$1.32M0.1%+3,642+19.2%AddedHolders
Q3 202118,961$1.11M0.1%+4,374+30.0%AddedHolders
Q2 202114,587$810.0K0.1%+4,246+41.1%AddedHolders
Q1 202110,341$603.0K0.1%––Holders

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