Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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TFC holding history

Truist Financial Corp in every 13F filed by Wealth Alliance, 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): 14,435
Value: $719.2K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,435	$719.2K	0.1%	−15,604−51.9%	Reduced	Holders
Q1 2026	30,039	$1.38M	0.1%	−11,115−27.0%	Reduced	Holders
Q4 2025	41,154	$2.03M	0.2%	+5,170+14.4%	Added	Holders
Q3 2025	35,984	$1.65M	0.2%	−289−0.8%	Reduced	Holders
Q2 2025	36,273	$1.56M	0.2%	−894−2.4%	Reduced	Holders
Q1 2025	37,167	$1.53M	0.2%	+454+1.2%	Added	Holders
Q4 2024	36,713	$1.59M	0.2%	−849−2.3%	Reduced	Holders
Q3 2024	37,562	$1.61M	0.2%	−280−0.7%	Reduced	Holders
Q2 2024	37,842	$1.47M	0.2%	+1,334+3.7%	Added	Holders
Q1 2024	36,508	$1.42M	0.2%	+411+1.1%	Added	Holders
Q4 2023	36,097	$1.33M	0.2%	+637+1.8%	Added	Holders
Q3 2023	35,460	$1.01M	0.2%	−5,396−13.2%	Reduced	Holders
Q2 2023	40,856	$1.24M	0.2%	−3,455−7.8%	Reduced	Holders
Q1 2023	44,311	$1.51M	0.2%	+11,114+33.5%	Added	Holders
Q4 2022	33,197	$1.43M	0.3%	+3,152+10.5%	Added	Holders
Q3 2022	30,045	$1.31M	0.3%	+3,314+12.4%	Added	Holders
Q2 2022	26,731	$1.27M	0.2%	+2,868+12.0%	Added	Holders
Q1 2022	23,863	$1.35M	0.3%	+477+2.0%	Added	Holders
Q4 2021	23,386	$1.37M	0.3%	−1,612−6.4%	Reduced	Holders
Q3 2021	24,998	$1.47M	0.3%	+4,228+20.4%	Added	Holders
Q2 2021	20,770	$1.15M	0.3%	−742−3.4%	Reduced	Holders
Q1 2021	21,512	$1.25M	0.4%	–	–	Holders

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