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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Mutual 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)
38,668
Value
$1.93M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,668$1.93M<0.1%+1,221+3.3%AddedHolders
Q1 202637,447$1.72M<0.1%−2,504−6.3%ReducedHolders
Q4 202539,951$1.97M<0.1%+1,337+3.5%AddedHolders
Q3 202538,614$1.68M<0.1%−6,842−15.1%ReducedHolders
Q2 202545,456$2.08M0.1%+2,137+4.9%AddedHolders
Q1 202543,319$1.63M<0.1%+6,836+18.7%AddedHolders
Q4 202436,483$1.64M<0.1%+5,103+16.3%AddedHolders
Q3 202431,380$1.36M<0.1%−1,730−5.2%ReducedHolders
Q2 202433,110$1.47M<0.1%+979+3.0%AddedHolders
Q1 202432,131$1.25M<0.1%+1,924+6.4%AddedHolders
Q4 202330,207$1.12M<0.1%+4,221+16.2%AddedHolders
Q3 202325,986$743.5K<0.1%−3,299−11.3%ReducedHolders
Q2 202329,285$888.8K<0.1%+1,130+4.0%AddedHolders
Q1 202328,155$960.1K<0.1%+6,992+33.0%AddedHolders
Q4 202221,163$910.7K<0.1%−52−0.2%ReducedHolders
Q3 202221,215$924.0K<0.1%+416+2.0%AddedHolders
Q2 202220,799$986.0K0.1%−1,082−4.9%ReducedHolders
Q1 202221,881$1.24M0.1%+437+2.0%AddedHolders
Q4 202121,444$1.26M0.1%+480+2.3%AddedHolders
Q3 202120,964$1.23M0.1%+2,889+16.0%AddedHolders
Q2 202118,075$1.00M0.1%+2,644+17.1%AddedHolders
Q1 202115,431$900.0K0.1%––Holders

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