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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Arkadios Wealth Advisors, 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)
70,231
Value
$3.50M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,231$3.50M0.1%−18,476−20.8%ReducedHolders
Q1 202688,707$4.08M0.1%−1,201−1.3%ReducedHolders
Q4 202589,908$4.42M0.1%−120,521−57.3%ReducedHolders
Q3 2025210,429$9.62M0.2%+19,830+10.4%AddedHolders
Q2 2025190,599$8.19M0.2%+15,436+8.8%AddedHolders
Q1 2025175,163$7.21M0.3%+48,614+38.4%AddedHolders
Q4 2024126,549$5.49M0.3%+15,501+14.0%AddedHolders
Q3 2024111,048$4.75M0.3%+1,817+1.7%AddedHolders
Q2 2024109,231$4.24M0.3%+1,774+1.7%AddedHolders
Q1 2024107,457$4.19M0.3%+1,174+1.1%AddedHolders
Q4 2023106,283$3.92M0.3%+2,860+2.8%AddedHolders
Q3 2023103,423$2.96M0.3%+47,100+83.6%AddedHolders
Q2 202356,323$1.71M0.2%+3,661+7.0%AddedHolders
Q1 202352,662$1.80M0.2%+8,718+19.8%AddedHolders
Q4 202243,944$1.89M0.3%+7,697+21.2%AddedHolders
Q3 202236,247$1.58M0.2%+6,606+22.3%AddedHolders
Q2 202229,641$1.41M0.2%+9,070+44.1%AddedHolders
Q1 202220,571$1.17M0.2%+12,241+147.0%AddedHolders
Q4 20218,330$488.0K0.1%+2,411+40.7%AddedHolders
Q3 20215,919$347.0K0.1%−452−7.1%ReducedHolders
Q2 20216,371$353.0K<0.1%+3,191+100.3%AddedHolders
Q1 20213,180$185.0K<0.1%––Holders

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