Skip to main content

Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Change Path, 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)
8,133
Value
$405.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of TFC by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,133$405.2K<0.1%−2,913−26.4%ReducedHolders
Q1 202611,046$507.8K<0.1%−2,856−20.5%ReducedHolders
Q4 202513,902$684.1K<0.1%+244+1.8%AddedHolders
Q3 202513,658$624.4K<0.1%+2,172+18.9%AddedHolders
Q2 202511,486$493.8K<0.1%+922+8.7%AddedHolders
Q1 202510,564$434.7K<0.1%+3,136+42.2%AddedHolders
Q4 20247,428$322.2K<0.1%−6,404−46.3%ReducedHolders
Q3 202413,832$591.6K<0.1%+6,190+81.0%AddedHolders
Q2 20247,642$297.0K<0.1%−5,595−42.3%ReducedHolders
Q1 202413,237$516.0K<0.1%+13,237NewHolders