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Livermore
Livermore
ZHEN

Ballew Advisors, Inc

SEC CIK
0001729096
Latest filing
Oct 5, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Ballew Advisors, Inc, 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 Q3 2026 holdings

Shares (Q3 2026)
8,351
Value
$387.9K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of TFC by Ballew Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20268,351$387.9K0.2%+12+0.1%AddedHolders
Q2 20268,339$425.1K0.2%+12+0.1%AddedHolders
Q1 20268,327$420.4K0.2%+11+0.1%AddedHolders
Q4 20258,316$413.2K0.2%+12+0.1%AddedHolders
Q3 20258,304$364.8K0.2%−19−0.2%ReducedHolders
Q2 20258,323$379.0K0.2%+14+0.2%AddedHolders
Q1 20258,309$294.1K0.2%+150+1.8%AddedHolders
Q4 20248,159$351.8K0.2%−1,059−11.5%ReducedHolders
Q3 20249,218$393.0K0.3%+3,616+64.5%AddedHolders
Q2 20245,602$231.9K0.2%00.0%UnchangedHolders
Q1 20245,602$210.1K0.1%00.0%UnchangedHolders
Q4 20235,602$202.7K0.2%+5,602NewHolders
Q1 20230$00.0%−5,602−100.0%Sold outHolders
Q4 20225,602$264.3K0.2%−1,525−21.4%ReducedHolders
Q3 20227,127$309.0K0.3%00.0%UnchangedHolders
Q2 20227,127$322.0K0.3%00.0%UnchangedHolders
Q1 20227,127$371.0K0.3%00.0%UnchangedHolders
Q4 20217,127$480.0K0.3%00.0%UnchangedHolders
Q3 20217,127$434.0K0.3%00.0%UnchangedHolders
Q2 20217,127$390.0K0.3%−7,127−50.0%ReducedHolders
Q1 202114,254$842.0K0.3%––Holders

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