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Livermore
Livermore
ZHEN

Parcion Private Wealth LLC

SEC CIK
0001801263
Latest filing
Jul 27, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Parcion 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)
6,071
Value
$302.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Parcion Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,071$302.5K<0.1%+505+9.1%AddedHolders
Q1 20265,566$255.9K<0.1%−35−0.6%ReducedHolders
Q4 20255,601$275.6K<0.1%−324−5.5%ReducedHolders
Q3 20255,925$270.9K<0.1%+398+7.2%AddedHolders
Q2 20255,527$237.6K<0.1%−140,424−96.2%ReducedHolders
Q1 2025145,951$6.01M0.5%+4,050+2.9%AddedHolders
Q4 2024141,901$6.16M0.5%+164+0.1%AddedHolders
Q3 2024141,737$6.06M0.5%+6,278+4.6%AddedHolders
Q2 2024135,459$5.26M0.5%+130.0%AddedHolders
Q1 2024135,446$5.28M0.5%+392+0.3%AddedHolders
Q4 2023135,054$4.99M0.5%+75,428+126.5%AddedHolders
Q3 202359,626$1.71M0.2%−63,402−51.5%ReducedHolders
Q2 2023123,028$3.73M0.4%+8,588+7.5%AddedHolders
Q1 2023114,440$3.90M0.4%+41,013+55.9%AddedHolders
Q4 202273,427$3.16M0.3%+11,377+18.3%AddedHolders
Q3 202262,050$2.70M0.3%+5,256+9.3%AddedHolders
Q2 202256,794$2.73M0.3%−3,737−6.2%ReducedHolders
Q1 202260,531$3.44M0.3%−11,675−16.2%ReducedHolders
Q4 202172,206$4.87M0.4%+1,627+2.3%AddedHolders
Q3 202170,579$4.33M0.4%+1,384+2.0%AddedHolders
Q2 202169,195$3.84M0.4%+150+0.2%AddedHolders
Q1 202169,045$4.03M0.5%––Holders

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