Berkeley Capital Partners, LLC

SEC CIK: 0001667694
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Berkeley Capital Partners, 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): 35,050
Value: $1.75M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Berkeley Capital Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,050	$1.75M	0.4%	+222+0.6%	Added	Holders
Q1 2026	34,828	$1.60M	0.4%	+4,926+16.5%	Added	Holders
Q4 2025	29,902	$1.47M	0.3%	−8,509−22.2%	Reduced	Holders
Q3 2025	38,411	$1.76M	0.4%	−475−1.2%	Reduced	Holders
Q2 2025	38,886	$1.67M	0.4%	+877+2.3%	Added	Holders
Q1 2025	38,009	$1.56M	0.4%	+1,824+5.0%	Added	Holders
Q4 2024	36,185	$1.57M	0.4%	−469−1.3%	Reduced	Holders
Q3 2024	36,654	$1.57M	0.4%	+475+1.3%	Added	Holders
Q2 2024	36,179	$1.41M	0.4%	+1,659+4.8%	Added	Holders
Q1 2024	34,520	$1.35M	0.4%	−774−2.2%	Reduced	Holders
Q4 2023	35,294	$1.30M	0.4%	−5,502−13.5%	Reduced	Holders
Q3 2023	40,796	$1.17M	0.4%	+935+2.3%	Added	Holders
Q2 2023	39,861	$1.21M	0.4%	+13,431+50.8%	Added	Holders
Q1 2023	26,430	$901.3K	0.3%	+3,703+16.3%	Added	Holders
Q4 2022	22,727	$977.9K	0.4%	+836+3.8%	Added	Holders
Q3 2022	21,891	$953.0K	0.4%	−1,901−8.0%	Reduced	Holders
Q2 2022	23,792	$1.13M	0.5%	+5,560+30.5%	Added	Holders
Q1 2022	18,232	$1.03M	0.4%	+9,602+111.3%	Added	Holders
Q4 2021	8,630	$505.0K	0.2%	+2,027+30.7%	Added	Holders
Q3 2021	6,603	$387.0K	0.2%	+34+0.5%	Added	Holders
Q2 2021	6,569	$365.0K	0.2%	−365−5.3%	Reduced	Holders
Q1 2021	6,934	$404.0K	0.2%	–	–	Holders

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