Patten Group, Inc.

SEC CIK: 0001633207
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Patten Group, Inc., 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): 25,605
Value: $1.28M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Patten Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,605	$1.28M	0.2%	+1,038+4.2%	Added	Holders
Q1 2026	24,567	$1.13M	0.2%	−684−2.7%	Reduced	Holders
Q4 2025	25,251	$1.24M	0.2%	−68−0.3%	Reduced	Holders
Q3 2025	25,319	$1.16M	0.2%	−1,547−5.8%	Reduced	Holders
Q2 2025	26,866	$1.15M	0.2%	−1,324−4.7%	Reduced	Holders
Q1 2025	28,190	$1.16M	0.3%	−2,612−8.5%	Reduced	Holders
Q4 2024	30,802	$1.34M	0.3%	−5,475−15.1%	Reduced	Holders
Q3 2024	36,277	$1.55M	0.3%	−1,670−4.4%	Reduced	Holders
Q2 2024	37,947	$1.47M	0.3%	−1,939−4.9%	Reduced	Holders
Q1 2024	39,886	$1.55M	0.4%	−4,452−10.0%	Reduced	Holders
Q4 2023	44,338	$1.64M	0.4%	−1,408−3.1%	Reduced	Holders
Q3 2023	45,746	$1.31M	0.4%	−1,283−2.7%	Reduced	Holders
Q2 2023	47,029	$1.43M	0.4%	−69−0.1%	Reduced	Holders
Q1 2023	47,098	$1.61M	0.5%	+659+1.4%	Added	Holders
Q4 2022	46,439	$2.00M	0.6%	+209+0.5%	Added	Holders
Q3 2022	46,230	$2.01M	0.7%	−77−0.2%	Reduced	Holders
Q2 2022	46,307	$2.22M	0.7%	−1,087−2.3%	Reduced	Holders
Q1 2022	47,394	$2.69M	0.8%	−1,972−4.0%	Reduced	Holders
Q4 2021	49,366	$2.89M	0.8%	−102−0.2%	Reduced	Holders
Q3 2021	49,468	$2.90M	0.9%	+62+0.1%	Added	Holders
Q2 2021	49,406	$2.74M	0.8%	+49+0.1%	Added	Holders
Q1 2021	49,357	$2.88M	0.9%	–	–	Holders

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