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Livermore
Livermore
ZHEN

Pathway Financial Advisors LLC

SEC CIK
0001738828
Latest filing
Jul 6, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Pathway Financial 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)
4,726
Value
$240.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of TFC by Pathway Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,726$240.9K<0.1%+100+2.2%AddedHolders
Q1 20264,626$218.2K<0.1%00.0%UnchangedHolders
Q4 20254,626$236.8K<0.1%00.0%UnchangedHolders
Q3 20254,626$211.5K<0.1%+4,626NewHolders
Q2 20250$00.0%−12,059−100.0%Sold outHolders
Q1 202512,059$496.2K0.1%−65−0.5%ReducedHolders
Q4 202412,124$525.9K0.1%+260+2.2%AddedHolders
Q3 202411,864$507.4K0.1%00.0%UnchangedHolders
Q2 202411,864$460.9K0.1%00.0%UnchangedHolders
Q1 202411,864$462.5K0.1%00.0%UnchangedHolders
Q4 202311,864$438.0K0.1%−188−1.6%ReducedHolders
Q3 202312,052$344.8K0.1%+188+1.6%AddedHolders
Q2 202311,864$360.1K0.1%00.0%UnchangedHolders
Q1 202311,864$404.6K0.1%00.0%UnchangedHolders
Q4 202211,864$510.5K0.2%00.0%UnchangedHolders
Q3 202211,864$517.0K0.2%00.0%UnchangedHolders
Q2 202211,864$563.0K0.2%00.0%UnchangedHolders
Q1 202211,864$673.0K0.3%00.0%UnchangedHolders
Q4 202111,864$745.0K0.3%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202111,864$715.0K0.3%––Holders

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