River Wealth Advisors LLC

SEC CIK: 0001642570
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by River Wealth 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): 8,027
Value: $399.9K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of TFC by River Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,027	$399.9K	<0.1%	−30−0.4%	Reduced	Holders
Q1 2026	8,057	$370.4K	<0.1%	+8,057	New	Holders
Q4 2025	0	$0	0.0%	−23,024−100.0%	Sold out	Holders
Q3 2025	23,024	$1.05M	0.1%	−1,204−5.0%	Reduced	Holders
Q2 2025	24,228	$1.04M	0.1%	−3,812−13.6%	Reduced	Holders
Q1 2025	28,040	$1.15M	0.2%	−3,516−11.1%	Reduced	Holders
Q4 2024	31,556	$1.37M	0.2%	−3,530−10.1%	Reduced	Holders
Q3 2024	35,086	$1.50M	0.2%	−4,242−10.8%	Reduced	Holders
Q2 2024	39,328	$1.53M	0.2%	−9,415−19.3%	Reduced	Holders
Q1 2024	48,743	$1.90M	0.3%	−7,731−13.7%	Reduced	Holders
Q4 2023	56,474	$2.09M	0.3%	−4,926−8.0%	Reduced	Holders
Q3 2023	61,400	$1.76M	0.3%	−1,197−1.9%	Reduced	Holders
Q2 2023	62,597	$1.90M	0.3%	−72−0.1%	Reduced	Holders
Q1 2023	62,669	$2.14M	0.4%	+8,580+15.9%	Added	Holders
Q4 2022	54,089	$2.33M	0.4%	−6,250−10.4%	Reduced	Holders
Q3 2022	60,339	$2.63M	0.6%	−3,149−5.0%	Reduced	Holders
Q2 2022	63,488	$3.01M	0.6%	−3,006−4.5%	Reduced	Holders
Q1 2022	66,494	$3.77M	0.6%	+428+0.6%	Added	Holders
Q4 2021	66,066	$3.87M	0.6%	−44−0.1%	Reduced	Holders
Q3 2021	66,110	$3.88M	0.7%	−760−1.1%	Reduced	Holders
Q2 2021	66,870	$3.71M	0.6%	−2,625−3.8%	Reduced	Holders
Q1 2021	69,495	$4.05M	0.8%	–	–	Holders

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