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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Aptus Capital 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)
89,727
Value
$4.47M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,727$4.47M<0.1%+4,036+4.7%AddedHolders
Q1 202685,691$3.94M<0.1%+24,957+41.1%AddedHolders
Q4 202560,734$2.99M<0.1%−217−0.4%ReducedHolders
Q3 202560,951$2.79M<0.1%+29,823+95.8%AddedHolders
Q2 202531,128$1.34M<0.1%−151−0.5%ReducedHolders
Q1 202531,279$1.29M<0.1%+19+0.1%AddedHolders
Q4 202431,260$1.36M<0.1%+6,678+27.2%AddedHolders
Q3 202424,582$1.05M<0.1%+4,049+19.7%AddedHolders
Q2 202420,533$797.7K<0.1%−29,996−59.4%ReducedHolders
Q1 202450,529$1.97M<0.1%+1,345+2.7%AddedHolders
Q4 202349,184$1.82M0.1%−3,195−6.1%ReducedHolders
Q3 202352,379$1.50M<0.1%+90.0%AddedHolders
Q2 202352,370$1.59M<0.1%−4,343−7.7%ReducedHolders
Q1 202356,713$1.93M0.1%−5,580−9.0%ReducedHolders
Q4 202262,293$2.68M0.1%−230−0.4%ReducedHolders
Q3 202262,523$2.72M0.1%+3,140+5.3%AddedHolders
Q2 202259,383$2.82M0.1%−2,683−4.3%ReducedHolders
Q1 202262,066$3.52M0.1%+1,114+1.8%AddedHolders
Q4 202160,952$3.57M0.1%+7,180+13.4%AddedHolders
Q3 202153,772$3.15M0.1%+225+0.4%AddedHolders
Q2 202153,547$2.97M0.1%+887+1.7%AddedHolders
Q1 202152,660$3.07M0.2%––Holders

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