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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Principle Wealth Partners 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)
66,088
Value
$3.29M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of TFC by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,088$3.29M0.2%+279+0.4%AddedHolders
Q1 202665,809$3.03M0.2%+2,509+4.0%AddedHolders
Q4 202563,300$3.12M0.2%+517+0.8%AddedHolders
Q3 202562,783$2.87M0.2%−263−0.4%ReducedHolders
Q2 202563,046$2.71M0.2%−1,529−2.4%ReducedHolders
Q1 202564,575$2.66M0.2%+170.0%AddedHolders
Q4 202464,558$2.80M0.2%−1,954−2.9%ReducedHolders
Q3 202466,512$2.84M0.2%+2,733+4.3%AddedHolders
Q2 202463,779$2.48M0.2%+80.0%AddedHolders
Q1 202463,771$2.49M0.2%+558+0.9%AddedHolders
Q4 202363,213$2.33M0.2%+7,444+13.3%AddedHolders
Q3 202355,769$1.60M0.2%+41,069+279.4%AddedHolders
Q2 202314,700$446.1K<0.1%+14,700NewHolders
Q1 20230$00.0%−4,721−100.0%Sold outHolders
Q4 20224,721$203.1K<0.1%+4,721NewHolders
Q2 20220$00.0%−4,094−100.0%Sold outHolders
Q1 20224,094$232.0K<0.1%00.0%UnchangedHolders
Q4 20214,094$240.0K<0.1%+244+6.3%AddedHolders
Q3 20213,850$226.0K<0.1%00.0%UnchangedHolders
Q2 20213,850$214.0K<0.1%00.0%UnchangedHolders
Q1 20213,850$225.0K<0.1%––Holders

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