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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

TFC holding history

Truist Financial Corp in every 13F filed by SOA Wealth Advisors, 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)
155
Value
$7.72K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TFC by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026155$7.72K<0.1%−877−85.0%ReducedHolders
Q1 20261,032$47.4K<0.1%−198−16.1%ReducedHolders
Q4 20251,230$60.5K<0.1%−425−25.7%ReducedHolders
Q3 20251,655$75.7K<0.1%−424−20.4%ReducedHolders
Q2 20252,079$89.4K<0.1%−779−27.3%ReducedHolders
Q1 20252,858$117.6K<0.1%00.0%UnchangedHolders
Q4 20242,858$124.0K<0.1%00.0%UnchangedHolders
Q3 20242,858$122.2K<0.1%+135+5.0%AddedHolders
Q2 20242,723$105.8K<0.1%+2,363+656.4%AddedHolders
Q1 2024360$14.0K<0.1%+360NewHolders
Q4 20230$00.0%−200−100.0%Sold outHolders
Q3 2023200$5.72K<0.1%00.0%UnchangedHolders
Q2 2023200$6.07K<0.1%00.0%UnchangedHolders
Q1 2023200$6.82K<0.1%00.0%UnchangedHolders
Q4 2022200$8.61K<0.1%00.0%UnchangedHolders
Q3 2022200$8.00K<0.1%00.0%UnchangedHolders
Q2 2022200$9.00K<0.1%00.0%UnchangedHolders
Q1 2022200$11.0K<0.1%00.0%UnchangedHolders
Q4 2021200$11.0K<0.1%00.0%UnchangedHolders
Q3 2021200$11.0K<0.1%00.0%UnchangedHolders
Q2 2021200$11.0K<0.1%00.0%UnchangedHolders
Q1 2021200$11.0K<0.1%––Holders

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