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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

TFC holding history

Truist Financial Corp in every 13F filed by High Net Worth Advisory Group 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)
4,960
Value
$247.1K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of TFC by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,960$247.1K0.1%00.0%UnchangedHolders
Q1 20264,960$228.0K0.1%00.0%UnchangedHolders
Q4 20254,960$244.1K0.1%00.0%UnchangedHolders
Q3 20254,960$226.8K0.1%00.0%UnchangedHolders
Q2 20254,960$213.2K0.1%−517−9.4%ReducedHolders
Q1 20255,477$225.4K0.1%00.0%UnchangedHolders
Q4 20245,477$237.6K0.1%00.0%UnchangedHolders
Q3 20245,477$234.3K0.1%00.0%UnchangedHolders
Q2 20245,477$212.8K0.1%00.0%UnchangedHolders
Q1 20245,477$213.5K0.1%−590−9.7%ReducedHolders
Q4 20236,067$224.0K0.1%+6,067NewHolders
Q2 20230$00.0%−6,516−100.0%Sold outHolders
Q1 20236,516$222.2K0.1%00.0%UnchangedHolders
Q4 20226,516$280.4K0.1%−906−12.2%ReducedHolders
Q3 20227,422$323.0K0.1%−567−7.1%ReducedHolders
Q2 20227,989$379.0K0.2%00.0%UnchangedHolders
Q1 20227,989$453.0K0.2%00.0%UnchangedHolders
Q4 20217,989$468.0K0.2%–No prior filingHolders