XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by XML Financial, 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): 67,007
Value: $3.34M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of TFC by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,007	$3.34M	0.2%	−2,275−3.3%	Reduced	Holders
Q1 2026	69,282	$3.18M	0.3%	−5,009−6.7%	Reduced	Holders
Q4 2025	74,291	$3.66M	0.3%	−10,373−12.3%	Reduced	Holders
Q3 2025	84,664	$3.87M	0.3%	−4,815−5.4%	Reduced	Holders
Q2 2025	89,479	$3.85M	0.3%	−2,269−2.5%	Reduced	Holders
Q1 2025	91,748	$3.78M	0.4%	−5,729−5.9%	Reduced	Holders
Q4 2024	97,477	$4.23M	0.4%	−1,931−1.9%	Reduced	Holders
Q3 2024	99,408	$4.25M	0.4%	−663−0.7%	Reduced	Holders
Q2 2024	100,071	$3.89M	0.4%	−2,347−2.3%	Reduced	Holders
Q1 2024	102,418	$3.99M	0.4%	−20,239−16.5%	Reduced	Holders
Q4 2023	122,657	$4.53M	0.5%	−3,390−2.7%	Reduced	Holders
Q3 2023	126,047	$3.61M	0.4%	−3,516−2.7%	Reduced	Holders
Q2 2023	129,563	$3.93M	0.5%	−1,003−0.8%	Reduced	Holders
Q1 2023	130,566	$4.45M	0.5%	+3,111+2.4%	Added	Holders
Q4 2022	127,455	$5.48M	0.7%	+7,395+6.2%	Added	Holders
Q3 2022	120,060	$5.23M	0.7%	+115,348+2,448.0%	Added	Holders
Q2 2022	4,712	$223.0K	0.1%	−103,597−95.6%	Reduced	Holders
Q1 2022	108,309	$6.14M	0.7%	+343+0.3%	Added	Holders
Q4 2021	107,966	$6.32M	0.8%	−398−0.4%	Reduced	Holders
Q3 2021	108,364	$6.36M	0.8%	+103,727+2,236.9%	Added	Holders
Q2 2021	4,637	$257.0K	0.1%	+16+0.3%	Added	Holders
Q1 2021	4,621	$269.0K	0.1%	–	–	Holders

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