Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
TFC holding history
Truist Financial Corp in every 13F filed by Hoxton Planning & 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)
- 9,005
- Value
- $448.6K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,005 | $448.6K | 0.1% | −3,510−28.0% | Reduced | Holders |
| Q1 2026 | 12,515 | $575.3K | 0.2% | −380−2.9% | Reduced | Holders |
| Q4 2025 | 12,895 | $634.6K | 0.2% | −87−0.7% | Reduced | Holders |
| Q3 2025 | 12,982 | $593.5K | 0.2% | −840−6.1% | Reduced | Holders |
| Q2 2025 | 13,822 | $594.2K | 0.2% | +246+1.8% | Added | Holders |
| Q1 2025 | 13,576 | $558.7K | 0.2% | −650−4.6% | Reduced | Holders |
| Q4 2024 | 14,226 | $617.1K | 0.2% | +152+1.1% | Added | Holders |
| Q3 2024 | 14,074 | $601.9K | 0.2% | +4,141+41.7% | Added | Holders |
| Q2 2024 | 9,933 | $385.9K | 0.2% | −298−2.9% | Reduced | Holders |
| Q1 2024 | 10,231 | $398.8K | 0.2% | +1,122+12.3% | Added | Holders |
| Q4 2023 | 9,109 | $336.0K | 0.2% | +1,908+26.5% | Added | Holders |
| Q3 2023 | 7,201 | $206.0K | 0.1% | +7,201 | New | Holders |