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Livermore
Livermore
ZHEN

Independent Advisor Alliance

SEC CIK
0001696899
Latest filing
Aug 12, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Independent Advisor Alliance, 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)
349,770
Value
$17.4M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of TFC by Independent Advisor Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026349,770$17.4M0.4%+624+0.2%AddedHolders
Q1 2026349,146$16.1M0.2%+22,337+6.8%AddedHolders
Q4 2025326,809$16.1M0.4%−2,284−0.7%ReducedHolders
Q3 2025329,093$15.0M0.4%+29,191+9.7%AddedHolders
Q2 2025299,902$12.9M0.4%−8,991−2.9%ReducedHolders
Q1 2025308,893$12.7M0.4%+4,151+1.4%AddedHolders
Q4 2024304,742$13.2M0.2%+22,135+7.8%AddedHolders
Q3 2024282,607$12.1M0.4%+27,408+10.7%AddedHolders
Q2 2024255,199$9.91M0.3%+7,973+3.2%AddedHolders
Q1 2024247,226$9.64M0.3%+2,972+1.2%AddedHolders
Q4 2023244,254$9.02M0.3%+62,658+34.5%AddedHolders
Q3 2023181,596$5.20M0.2%+10,159+5.9%AddedHolders
Q2 2023171,437$5.20M0.2%+9,225+5.7%AddedHolders
Q1 2023162,212$5.53M0.3%+35,042+27.6%AddedHolders
Q4 2022127,170––+914+0.7%AddedHolders
Q3 2022126,256$5.50M0.3%−152,643−54.7%ReducedHolders
Q2 2022278,899$13.2M0.7%−1,852−0.7%ReducedHolders
Q1 2022280,751$15.9M0.8%−14,440−4.9%ReducedHolders
Q4 2021295,191$17.3M0.9%+9,586+3.4%AddedHolders
Q3 2021285,605$16.8M0.9%+126,572+79.6%AddedHolders
Q2 2021159,033$8.83M0.5%+2,122+1.4%AddedHolders
Q1 2021156,911$9.15M0.5%––Holders

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