Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 141,300
Value: $7.04M
% of portfolio: 0.4%
Quarters held: 19; Since Q1 2021

Holdings of TFC by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	141,300	$7.04M	0.4%	+9,688+7.4%	Added	Holders
Q1 2026	131,612	$6.72M	0.4%	−10,190−7.2%	Reduced	Holders
Q4 2025	141,802	$6.98M	0.5%	+1,761+1.3%	Added	Holders
Q3 2025	140,041	$6.40M	0.4%	−202−0.1%	Reduced	Holders
Q2 2025	140,243	$6.03M	0.5%	+2,589+1.9%	Added	Holders
Q1 2025	137,654	$5.66M	0.5%	+11,591+9.2%	Added	Holders
Q4 2024	126,063	$5.47M	0.4%	+4,045+3.3%	Added	Holders
Q3 2024	122,018	$5.22M	0.4%	+1,125+0.9%	Added	Holders
Q2 2024	120,893	$4.70M	0.4%	+3,491+3.0%	Added	Holders
Q1 2024	117,402	$4.58M	0.4%	+2,248+2.0%	Added	Holders
Q4 2023	115,154	$4.25M	0.6%	+115,154	New	Holders
Q1 2023	0	$0	0.0%	−5,266−100.0%	Sold out	Holders
Q4 2022	5,266	$226.6K	<0.1%	−210−3.8%	Reduced	Holders
Q3 2022	5,476	$238.0K	0.1%	−479−8.0%	Reduced	Holders
Q2 2022	5,955	$282.0K	0.1%	−64,557−91.6%	Reduced	Holders
Q1 2022	70,512	$4.00M	0.7%	+7,458+11.8%	Added	Holders
Q4 2021	63,054	$3.69M	0.6%	+1,361+2.2%	Added	Holders
Q3 2021	61,693	$3.62M	0.6%	+1,947+3.3%	Added	Holders
Q2 2021	59,746	$3.12M	0.6%	+4,128+7.4%	Added	Holders
Q1 2021	55,618	$3.16M	0.6%	–	–	Holders

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