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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Beacon Pointe 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)
34,709
Value
$1.73M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,709$1.73M<0.1%−3,293−8.7%ReducedHolders
Q1 202638,002$1.75M<0.1%+20,139+112.7%AddedHolders
Q4 202517,863$879.0K<0.1%+9,661+117.8%AddedHolders
Q3 20258,202$375.0K<0.1%−26,247−76.2%ReducedHolders
Q2 202534,449$1.48M<0.1%+469+1.4%AddedHolders
Q1 202533,980$1.40M<0.1%−1,109−3.2%ReducedHolders
Q4 202435,089$1.52M<0.1%+20,126+134.5%AddedHolders
Q3 202414,963$640.0K<0.1%−6,260−29.5%ReducedHolders
Q2 202421,223$824.5K<0.1%−19,142−47.4%ReducedHolders
Q1 202440,365$1.57M<0.1%−1,882−4.5%ReducedHolders
Q4 202342,247$1.56M<0.1%−44,245−51.2%ReducedHolders
Q3 202386,492$2.47M<0.1%+49,503+133.8%AddedHolders
Q2 202336,989$1.12M<0.1%+3,256+9.7%AddedHolders
Q1 202333,733$1.15M<0.1%−11,972−26.2%ReducedHolders
Q4 202245,705$1.97M<0.1%+2,495+5.8%AddedHolders
Q3 202243,210$1.88M<0.1%+18,596+75.6%AddedHolders
Q2 202224,614$1.17M<0.1%−34,065−58.1%ReducedHolders
Q1 202258,679$3.33M<0.1%+39,690+209.0%AddedHolders
Q4 202118,989$1.11M<0.1%−1,329−6.5%ReducedHolders
Q3 202120,318$1.19M<0.1%−4,502−18.1%ReducedHolders
Q2 202124,820$1.38M<0.1%+15,487+165.9%AddedHolders
Q1 20219,333$544.0K<0.1%––Holders

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