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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Ellevest, 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)
12,953
Value
$650.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of TFC by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,953$650.4K0.1%+4,391+51.3%AddedHolders
Q1 20268,562$393.6K0.1%−169−1.9%ReducedHolders
Q4 20258,731$429.7K0.1%−702−7.4%ReducedHolders
Q3 20259,433$431.3K0.1%+1,096+13.1%AddedHolders
Q2 20258,337$358.4K0.1%−3,173−27.6%ReducedHolders
Q1 202511,510$473.6K<0.1%+2,764+31.6%AddedHolders
Q4 20248,746$379.4K<0.1%−1,225−12.3%ReducedHolders
Q3 20249,971$426.5K<0.1%−1,572−13.6%ReducedHolders
Q2 202411,543$448.4K<0.1%−1,132−8.9%ReducedHolders
Q1 202412,675$494.1K<0.1%+980+8.4%AddedHolders
Q4 202311,695$431.8K<0.1%+1,325+12.8%AddedHolders
Q3 202310,370$296.7K<0.1%+10,370NewHolders
Q2 20230$00.0%−1,195−100.0%Sold outHolders
Q1 20231,195$40.7K<0.1%−2,104−63.8%ReducedHolders
Q4 20223,299$142.0K<0.1%−585−15.1%ReducedHolders
Q3 20223,884$169.0K<0.1%−2,841−42.2%ReducedHolders
Q2 20226,725$319.0K<0.1%−485−6.7%ReducedHolders
Q1 20227,210$409.0K<0.1%+350+5.1%AddedHolders
Q4 20216,860$402.0K<0.1%+994+16.9%AddedHolders
Q3 20215,866$344.0K<0.1%+1,652+39.2%AddedHolders
Q2 20214,214$234.0K<0.1%+937+28.6%AddedHolders
Q1 20213,277$191.0K<0.1%––Holders

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