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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Signature Wealth Management Group, 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 Q1 2026 holdings

Shares (Q1 2026)
90,031
Value
$4.14M
% of portfolio
1.6%
Quarters held
20
Since Q1 2021
Holdings of TFC by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202690,031$4.14M1.6%−569−0.6%ReducedHolders
Q4 202590,600$4.46M1.8%−679−0.7%ReducedHolders
Q3 202591,279$4.17M1.6%+2,306+2.6%AddedHolders
Q2 202588,973$3.82M1.5%−545−0.6%ReducedHolders
Q1 202589,518$3.68M1.4%+1,362+1.5%AddedHolders
Q4 202488,156$3.82M1.5%+735+0.8%AddedHolders
Q3 202487,421$3.74M1.5%−519−0.6%ReducedHolders
Q2 202487,940$3.42M1.5%+992+1.1%AddedHolders
Q1 202486,948$3.20M1.5%+4,879+5.9%AddedHolders
Q4 202382,069$3.03M1.4%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202377,682$2.36M1.1%+3,345+4.5%AddedHolders
Q1 202374,337$2.53M1.2%+758+1.0%AddedHolders
Q4 202273,579$3.17M1.5%+364+0.5%AddedHolders
Q3 202273,215$3.19M1.6%+2,309+3.3%AddedHolders
Q2 202270,906$3.36M1.6%+1,858+2.7%AddedHolders
Q1 202269,048$3.92M1.8%+3,213+4.9%AddedHolders
Q4 202165,835$3.85M1.9%−2,803−4.1%ReducedHolders
Q3 202168,638$4.03M2.2%−877−1.3%ReducedHolders
Q2 202169,515$3.86M2.1%−964−1.4%ReducedHolders
Q1 202170,479$4.11M2.4%––Holders

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