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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Live Oak Private Wealth 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)
10,309
Value
$513.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,309$513.6K0.1%−2,139−17.2%ReducedHolders
Q1 202612,448$572.2K0.1%00.0%UnchangedHolders
Q4 202512,448$612.6K0.1%00.0%UnchangedHolders
Q3 202512,448$569.1K0.1%+174+1.4%AddedHolders
Q2 202512,274$527.7K0.1%−110−0.9%ReducedHolders
Q1 202512,384$509.6K0.1%−2,691−17.9%ReducedHolders
Q4 202415,075$654.0K0.1%−335−2.2%ReducedHolders
Q3 202415,410$659.1K0.1%+1,306+9.3%AddedHolders
Q2 202414,104$547.9K0.1%+2,745+24.2%AddedHolders
Q1 202411,359$442.8K0.1%−60−0.5%ReducedHolders
Q4 202311,419$421.6K0.1%−950−7.7%ReducedHolders
Q3 202312,369$353.9K0.1%−1,097−8.1%ReducedHolders
Q2 202313,466$408.7K0.1%−236−1.7%ReducedHolders
Q1 202313,702$467.2K0.1%+3,250+31.1%AddedHolders
Q4 202210,452$449.8K0.1%−123−1.2%ReducedHolders
Q3 202210,575$460.0K0.1%00.0%UnchangedHolders
Q2 202210,575$502.0K0.1%−204−1.9%ReducedHolders
Q1 202210,779$611.0K0.1%−190−1.7%ReducedHolders
Q4 202110,969$642.0K0.1%−6,247−36.3%ReducedHolders
Q3 202117,216$1.01M0.2%+8,221+91.4%AddedHolders
Q2 20218,995$499.0K0.1%00.0%UnchangedHolders
Q1 20218,995$525.0K0.1%––Holders

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