One Wealth Advisors, LLC

SEC CIK: 0001725297
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by One Wealth Advisors, 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): 9,888
Value: $492.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2022

Holdings of TFC by One Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,888	$492.6K	0.1%	+2,511+34.0%	Added	Holders
Q1 2026	7,377	$339.1K	<0.1%	+7,377	New	Holders
Q1 2023	0	$0	0.0%	−1,011−100.0%	Sold out	Holders
Q4 2022	1,011	$43.5K	<0.1%	+1,011	New	Holders