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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Selective Wealth Management, Inc., 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)
7,317
Value
$384.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of TFC by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,317$384.1K0.1%+57+0.8%AddedHolders
Q1 20267,260$367.7K0.1%00.0%UnchangedHolders
Q4 20257,260$365.0K0.1%−300−4.0%ReducedHolders
Q3 20257,560$341.7K0.1%+190+2.6%AddedHolders
Q2 20257,370$332.8K0.1%+75+1.0%AddedHolders
Q1 20257,295$258.2K0.1%−1,250−14.6%ReducedHolders
Q4 20248,545$375.2K0.2%00.0%UnchangedHolders
Q3 20248,545$360.0K0.1%00.0%UnchangedHolders
Q2 20248,545$332.5K0.1%00.0%UnchangedHolders
Q1 20248,545$320.4K0.1%+1,250+17.1%AddedHolders
Q4 20237,295$269.7K0.1%−753−9.4%ReducedHolders
Q3 20238,048$218.7K0.1%−367−4.4%ReducedHolders
Q2 20238,415$270.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20228,415$403.2K0.2%−11,340−57.4%ReducedHolders
Q3 202219,755$860.0K0.4%+31+0.2%AddedHolders
Q2 202219,724$936.0K0.3%00.0%UnchangedHolders
Q1 202219,724$1.12M0.4%−893−4.3%ReducedHolders
Q4 202120,617$1.21M0.5%−100−0.5%ReducedHolders
Q3 202120,717$1.22M0.6%−122−0.6%ReducedHolders
Q2 202120,839$1.16M0.9%−94−0.4%ReducedHolders
Q1 202120,933$1.22M1.1%––Holders

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