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Livermore
Livermore
ZHEN

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Atticus Wealth Management, 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)
15,634
Value
$778.9K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TFC by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,634$778.9K0.2%00.0%UnchangedHolders
Q1 202615,634$718.7K0.2%00.0%UnchangedHolders
Q4 202515,634$769.4K0.2%00.0%UnchangedHolders
Q3 202515,634$714.8K0.2%00.0%UnchangedHolders
Q2 202515,634$672.1K0.2%00.0%UnchangedHolders
Q1 202515,634$643.3K0.2%00.0%UnchangedHolders
Q4 202415,634$678.2K0.2%00.0%UnchangedHolders
Q3 202415,634$668.7K0.2%00.0%UnchangedHolders
Q2 202415,634$607.4K0.2%−150−1.0%ReducedHolders
Q1 202415,784$615.3K0.2%−104−0.7%ReducedHolders
Q4 202315,888$586.6K0.2%−588−3.6%ReducedHolders
Q3 202316,476$471.4K0.2%−105−0.6%ReducedHolders
Q2 202316,581$503.2K0.2%−3,820−18.7%ReducedHolders
Q1 202320,401$695.7K0.3%+1,820+9.8%AddedHolders
Q4 202218,581$799.5K0.3%−2,582−12.2%ReducedHolders
Q3 202221,163$1.00M0.5%00.0%UnchangedHolders
Q2 202221,163$1.00M0.4%−346−1.6%ReducedHolders
Q1 202221,509$1.22M0.4%−372−1.7%ReducedHolders
Q4 202121,881$1.28M0.5%−569−2.5%ReducedHolders
Q3 202122,450$1.32M0.6%00.0%UnchangedHolders
Q2 202122,450$1.25M0.5%−20−0.1%ReducedHolders
Q1 202122,470$1.31M0.6%––Holders

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