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Livermore
Livermore
ZHEN

Marotta Asset Management

SEC CIK
0001802091
Latest filing
Oct 2, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Marotta Asset Management, 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 Q3 2026 holdings

Shares (Q3 2026)
27,318
Value
$1.26M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of TFC by Marotta Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202627,318$1.26M0.2%00.0%UnchangedHolders
Q2 202627,318$1.39M0.2%−8,103−22.9%ReducedHolders
Q1 202635,421$1.65M0.3%+10.0%AddedHolders
Q4 202535,420$1.74M0.3%+10.0%AddedHolders
Q3 202535,419$1.61M0.3%+203+0.6%AddedHolders
Q2 202535,216$1.51M0.3%−6,981−16.5%ReducedHolders
Q1 202542,197$1.80M0.4%−100−0.2%ReducedHolders
Q4 202442,297$1.83M0.4%+100+0.2%AddedHolders
Q3 202442,197$1.80M0.4%−51−0.1%ReducedHolders
Q2 202442,248$1.66M0.3%+230+0.5%AddedHolders
Q1 202442,018$1.64M0.3%−73−0.2%ReducedHolders
Q4 202342,091$1.55M0.3%−6,084−12.6%ReducedHolders
Q3 202348,175$1.38M0.3%00.0%UnchangedHolders
Q2 202348,175$1.46M0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202248,068$2.07M0.5%−11,402−19.2%ReducedHolders
Q3 202259,470$2.59M0.7%−4,000−6.3%ReducedHolders
Q2 202263,470$3.06M0.8%−245−0.4%ReducedHolders
Q1 202263,715$3.61M0.8%+1,102+1.8%AddedHolders
Q4 202162,613$3.67M0.8%+7,300+13.2%AddedHolders
Q3 202155,313$3.24M0.8%00.0%UnchangedHolders
Q2 202155,313$3.11M0.7%−4,355−7.3%ReducedHolders
Q1 202159,668$3.52M0.9%––Holders

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