RKL Wealth Management LLC

SEC CIK: 0001604723
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by RKL 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 overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 14,955
Value: $745.1K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by RKL Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,955	$745.1K	0.1%	+206+1.4%	Added	Holders
Q1 2026	14,749	$678.0K	0.1%	−1,998−11.9%	Reduced	Holders
Q4 2025	16,747	$824.1K	0.1%	+6,309+60.4%	Added	Holders
Q3 2025	10,438	$477.2K	<0.1%	−2,267−17.8%	Reduced	Holders
Q2 2025	12,705	$546.2K	<0.1%	−202−1.6%	Reduced	Holders
Q1 2025	12,907	$531.1K	0.1%	+30.0%	Added	Holders
Q4 2024	12,904	$559.8K	<0.1%	+4,456+52.7%	Added	Holders
Q3 2024	8,448	$361.3K	<0.1%	−30,683−78.4%	Reduced	Holders
Q2 2024	39,131	$1.52M	0.1%	+1,119+2.9%	Added	Holders
Q1 2024	38,012	$1.48M	0.1%	+814+2.2%	Added	Holders
Q4 2023	37,198	$1.37M	0.1%	+797+2.2%	Added	Holders
Q3 2023	36,401	$1.04M	0.1%	−308−0.8%	Reduced	Holders
Q2 2023	36,709	$1.11M	0.1%	+505+1.4%	Added	Holders
Q1 2023	36,204	$1.23M	0.2%	+579+1.6%	Added	Holders
Q4 2022	35,625	$1.53M	0.2%	−1,060−2.9%	Reduced	Holders
Q3 2022	36,685	$1.60M	0.2%	+501+1.4%	Added	Holders
Q2 2022	36,184	$1.72M	0.2%	+1,265+3.6%	Added	Holders
Q1 2022	34,919	$1.98M	0.2%	+4,669+15.4%	Added	Holders
Q4 2021	30,250	$1.77M	0.2%	−25,098−45.3%	Reduced	Holders
Q3 2021	55,348	$3.25M	0.4%	+253+0.5%	Added	Holders
Q2 2021	55,095	$3.06M	0.4%	+651+1.2%	Added	Holders
Q1 2021	54,444	$3.17M	0.4%	–	–	Holders

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