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Livermore
Livermore
ZHEN

Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Aprio 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)
11,841
Value
$589.9K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of TFC by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,841$589.9K<0.1%−552−4.5%ReducedHolders
Q1 202612,393$569.7K<0.1%−437−3.4%ReducedHolders
Q4 202512,830$631.3K<0.1%+4,266+49.8%AddedHolders
Q3 20258,564$391.6K<0.1%+226+2.7%AddedHolders
Q2 20258,338$358.5K<0.1%+1,299+18.5%AddedHolders
Q1 20257,039$289.7K<0.1%−47−0.7%ReducedHolders
Q4 20247,086$307.4K<0.1%+300+4.4%AddedHolders
Q3 20246,786$290.2K<0.1%−18−0.3%ReducedHolders
Q2 20246,804$264.3K<0.1%−482−6.6%ReducedHolders
Q1 20247,286$284.0K0.1%−324−4.3%ReducedHolders
Q4 20237,610$281.0K0.1%−1,272−14.3%ReducedHolders
Q3 20238,882$254.1K0.1%−1,319−12.9%ReducedHolders
Q2 202310,201$309.6K0.1%−1,154−10.2%ReducedHolders
Q1 202311,355$387.2K0.1%−9,173−44.7%ReducedHolders
Q4 202220,528$883.3K0.3%−796−3.7%ReducedHolders
Q3 202221,324$928.0K0.4%−899−4.0%ReducedHolders
Q2 202222,223$1.05M0.4%+180+0.8%AddedHolders
Q1 202222,043$1.25M0.5%−88−0.4%ReducedHolders
Q4 202122,131$1.30M0.5%−647−2.8%ReducedHolders
Q3 202122,778$1.34M0.6%−20−0.1%ReducedHolders
Q2 202122,798$1.26M0.6%–No prior filingHolders