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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Wealthspire Advisors, LLC, 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)
27,175
Value
$1.35M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,175$1.35M<0.1%+4,119+17.9%AddedHolders
Q1 202623,056$1.06M<0.1%−9,281−28.7%ReducedHolders
Q4 202532,337$1.59M<0.1%+6,870+27.0%AddedHolders
Q3 202525,467$1.16M<0.1%−2,206−8.0%ReducedHolders
Q2 202527,673$1.19M<0.1%−2,960−9.7%ReducedHolders
Q1 202530,633$1.26M<0.1%−2,970−8.8%ReducedHolders
Q4 202433,603$1.46M<0.1%+7,507+28.8%AddedHolders
Q3 202426,096$1.12M<0.1%+1,354+5.5%AddedHolders
Q2 202424,742$961.2K<0.1%−1,506−5.7%ReducedHolders
Q1 202426,248$1.02M<0.1%−1,292−4.7%ReducedHolders
Q4 202327,540$1.02M<0.1%−3,856−12.3%ReducedHolders
Q3 202331,396$898.2K<0.1%+9,379+42.6%AddedHolders
Q2 202322,017$668.2K<0.1%−924−4.0%ReducedHolders
Q1 202322,941$782.3K<0.1%−1,412−5.8%ReducedHolders
Q4 202224,353$1.05M<0.1%+4,277+21.3%AddedHolders
Q3 202220,076$874.0K<0.1%−2,774−12.1%ReducedHolders
Q2 202222,850$1.08M<0.1%−649−2.8%ReducedHolders
Q1 202223,499$1.33M<0.1%−6,560−21.8%ReducedHolders
Q4 202130,059$1.76M<0.1%−5,919−16.5%ReducedHolders
Q3 202135,978$2.11M<0.1%+18,536+106.3%AddedHolders
Q2 202117,442$968.0K<0.1%−20,240−53.7%ReducedHolders
Q1 202137,682$2.20M0.1%––Holders

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