Skip to main content
Livermore
Livermore
ZHEN

Mitchell McLeod Pugh & Williams Inc

SEC CIK
0001632105
Latest filing
Aug 11, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Mitchell McLeod Pugh & Williams Inc, 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)
16,950
Value
$844.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Mitchell McLeod Pugh & Williams Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,950$844.5K0.1%+3,261+23.8%AddedHolders
Q1 202613,689$629.3K0.1%+38+0.3%AddedHolders
Q4 202513,651$761.9K0.1%+1,402+11.4%AddedHolders
Q3 202512,249$543.0K0.1%−48−0.4%ReducedHolders
Q2 202512,297$528.6K0.1%+20.0%AddedHolders
Q1 202512,295$505.9K0.1%+20.0%AddedHolders
Q4 202412,293$533.3K0.1%−846−6.4%ReducedHolders
Q3 202413,139$561.9K0.1%00.0%UnchangedHolders
Q2 202413,139$510.4K0.1%−245−1.8%ReducedHolders
Q1 202413,384$521.7K0.1%+119+0.9%AddedHolders
Q4 202313,265$489.7K0.1%−1,957−12.9%ReducedHolders
Q3 202315,222$435.5K0.1%−317−2.0%ReducedHolders
Q2 202315,539$471.6K0.1%+30.0%AddedHolders
Q1 202315,536$529.8K0.2%+785+5.3%AddedHolders
Q4 202214,751$634.7K0.2%−1,012−6.4%ReducedHolders
Q3 202215,763$686.0K0.3%+410+2.7%AddedHolders
Q2 202215,353$728.0K0.3%+4,680+43.8%AddedHolders
Q1 202210,673$605.0K0.2%−49−0.5%ReducedHolders
Q4 202110,722$628.0K0.2%+310+3.0%AddedHolders
Q3 202110,412$611.0K0.2%+510+5.2%AddedHolders
Q2 20219,902$550.0K0.2%+1,971+24.9%AddedHolders
Q1 20217,931$463.0K0.2%––Holders

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