Truist Financial Corp
TFC- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000092230
近 90 天,Truist Financial Corp 內部人申報 1 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 1,706 家機構在 13F 申報持有,市值合計 $467.1 億;大師中只有Oakmark(Harris Associates)持有。
2021 年第 2 季 13F 持有人
Truist Financial Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,353
- 較 2021 年第 1 季 −5 家
- 持有股數
- 9.66 億
- 較 2021 年第 1 季 −1,047 萬 (−1.1%)
- 總市值
- $535.4 億
- 較 2021 年第 1 季 −$33.3 億 (−5.9%)
- 新進機構
- 97
- 另有 595 家加碼
- 清倉機構
- 102
- 另有 462 家減碼
另有 18 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 TFC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,706 | $467.1 億 |
| 2026 年第 1 季 | 1,648 | $427.4 億 |
| 2025 年第 4 季 | 1,669 | $471.9 億 |
| 2025 年第 3 季 | 1,562 | $433.2 億 |
| 2025 年第 2 季 | 1,549 | $413.1 億 |
| 2025 年第 1 季 | 1,558 | $400.6 億 |
| 2024 年第 4 季 | 1,569 | $420.8 億 |
| 2024 年第 3 季 | 1,480 | $411.7 億 |
| 2024 年第 2 季 | 1,424 | $377.5 億 |
| 2024 年第 1 季 | 1,423 | $369.4 億 |
| 2023 年第 4 季 | 1,399 | $351.6 億 |
| 2023 年第 3 季 | 1,272 | $267.4 億 |
| 2023 年第 2 季 | 1,311 | $292.3 億 |
| 2023 年第 1 季 | 1,399 | $331.2 億 |
| 2022 年第 4 季 | 1,491 | $421.7 億 |
| 2022 年第 3 季 | 1,427 | $425.9 億 |
| 2022 年第 2 季 | 1,449 | $464.5 億 |
| 2022 年第 1 季 | 1,508 | $555.9 億 |
| 2021 年第 4 季 | 1,488 | $568.7 億 |
| 2021 年第 3 季 | 1,387 | $571.5 億 |
| 2021 年第 2 季 | 1,353 | $535.4 億 |
| 2021 年第 1 季 | 1,376 | $572.8 億 |
2021 年第 2 季持有機構
每家機構持有 Truist Financial Corp 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 4,074 | $22.6 萬 | 0.02% | +253+6.6% | 加碼 |
| Berkshire Asset Management LLC | 4,098 | $22.7 萬 | 0.02% | −432−9.5% | 減碼 |
| Mercer Capital Advisers, Inc. | 4,098 | $22.7 萬 | 0.11% | 00.0% | 不變 |
| Glassman Wealth Services | 4,108 | $22.8 萬 | 0.05% | −343−7.7% | 減碼 |
| Wedgewood Investors Inc | 4,147 | $23.0 萬 | 0.29% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 4,163 | $23.1 萬 | 0.02% | +77+1.9% | 加碼 |
| Capital Management Corp | 4,200 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| Ellevest, Inc. | 4,214 | $23.4 萬 | 0.02% | +937+28.6% | 加碼 |
| NovaPoint Capital, LLC | 4,237 | $23.5 萬 | 0.10% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 4,237 | $23.5 萬 | 0.01% | +202+5.0% | 加碼 |
| Guild Investment Management, Inc. | 4,248 | $23.6 萬 | 0.23% | 00.0% | 不變 |
| Atwater Malick LLC | 4,274 | $23.7 萬 | 0.13% | 00.0% | 不變 |
| Cardinal Strategic Wealth Guidance | 4,291 | $23.8 萬 | 0.13% | 00.0% | 不變 |
| Engine No. 1 LLC | 4,297 | $23.8 萬 | 0.07% | +4,297 | 新進 |
| Norris Perne & French LLP | 4,300 | $23.9 萬 | 0.02% | −357−7.7% | 減碼 |
| BOK Financial Private Wealth, Inc. | 4,311 | $23.9 萬 | 0.02% | +855+24.7% | 加碼 |
| Rock Point Advisors, LLC | 4,350 | $24.1 萬 | 0.07% | −250−5.4% | 減碼 |
| Capital Investment Services of America, Inc. | 4,377 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 4,376 | $24.3 萬 | 0.07% | +4,376 | 新進 |
| Intercontinental Wealth Advisors, LLC | 4,395 | $24.4 萬 | 0.05% | +14+0.3% | 加碼 |
| Capital Planning Advisors, LLC | 4,410 | $24.5 萬 | 0.05% | +4,410 | 新進 |
| Raffa Wealth Management, LLC | 4,416 | $24.5 萬 | 0.08% | +519+13.3% | 加碼 |
| Strategic Wealth Designers | 4,458 | $24.7 萬 | 0.09% | +194+4.5% | 加碼 |
| Stillwater Investment Management, LLC | 4,469 | $24.8 萬 | 0.07% | +32+0.7% | 加碼 |
| Bristlecone Advisors, LLC | 4,466 | $24.8 萬 | 0.03% | +75+1.7% | 加碼 |
| Klingman & Associates, LLC | 4,499 | $25.0 萬 | 0.02% | −1,786−28.4% | 減碼 |
| LS Investment Advisors, LLC | 4,527 | $25.1 萬 | 0.03% | −34,302−88.3% | 減碼 |
| Summit Financial Group Inc | 4,549 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 4,538 | $25.2 萬 | 0.04% | +345+8.2% | 加碼 |
| Girard Partners Ltd. | 4,590 | $25.4 萬 | 0.03% | −1,760−27.7% | 減碼 |
| Prio Wealth Limited Partnership | 4,583 | $25.4 萬 | 0.01% | −855−15.7% | 減碼 |
| Hayden Royal, LLC | 4,569 | $25.4 萬 | 0.14% | −395−8.0% | 減碼 |
| ARS Wealth Advisors, LLC | 4,570 | $25.4 萬 | 0.05% | +26+0.6% | 加碼 |
| Ropes Wealth Advisors LLC | 4,574 | $25.4 萬 | 0.04% | +4,574 | 新進 |
| KB Financial Partners, LLC | 4,602 | $25.5 萬 | 0.10% | −1,144−19.9% | 減碼 |
| Aevitas Wealth Management, Inc. | 4,586 | $25.5 萬 | 0.16% | +14+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,610 | $25.6 萬 | 0.00% | +46+1.0% | 加碼 |
| Lindbrook Capital, LLC | 4,613 | $25.6 萬 | 0.06% | +101+2.2% | 加碼 |
| Henshaw Capital LLC | 4,616 | $25.6 萬 | 0.02% | −989−17.6% | 減碼 |
| XML Financial, LLC | 4,637 | $25.7 萬 | 0.06% | +16+0.3% | 加碼 |
| Community Bank & Trust, Waco, Texas | 4,630 | $25.7 萬 | 0.08% | +230+5.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 4,651 | $25.8 萬 | 0.04% | +4+0.1% | 加碼 |
| Home Federal Bank of Tennessee | 4,661 | $25.9 萬 | 0.09% | −2,201−32.1% | 減碼 |
| Manchester Financial Inc | 4,745 | $26.3 萬 | 0.10% | 00.0% | 不變 |
| Excalibur Management Corp | 4,763 | $26.4 萬 | 0.12% | +170+3.7% | 加碼 |
| Tocqueville Asset Management L.P. | 4,783 | $26.5 萬 | 0.00% | −511−9.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,799 | $26.6 萬 | 0.12% | 00.0% | 不變 |
| Eagle Capital Management, LLC | 4,798 | $26.6 萬 | 0.08% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,806 | $26.7 萬 | 0.02% | +540+12.7% | 加碼 |
| CVA Family Office, LLC | 4,805 | $26.7 萬 | 0.08% | +2,956+159.9% | 加碼 |
| Grove Bank & Trust | 4,833 | $26.8 萬 | 0.06% | +398+9.0% | 加碼 |
| Quantamental Technologies LLC | 4,825 | $26.8 萬 | 0.24% | +4,825 | 新進 |
| Evergreen Capital Management LLC | 4,893 | $27.2 萬 | 0.01% | +10.0% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 4,923 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Alaethes Wealth LLC | 4,943 | $27.4 萬 | 0.21% | 00.0% | 不變 |
| HC Advisors, LLC | 4,957 | $27.5 萬 | 0.17% | +20.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,951 | $27.5 萬 | 0.05% | +992+25.1% | 加碼 |
| Stewardship Advisors, LLC | 5,009 | $27.8 萬 | 0.10% | 00.0% | 不變 |
| BSW Wealth Partners | 5,055 | $28.1 萬 | 0.08% | +1,083+27.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,057 | $28.1 萬 | 0.08% | +5,057 | 新進 |
| Sutton Wealth Advisors Inc. | 5,065 | $28.1 萬 | 0.10% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 5,093 | $28.3 萬 | 0.07% | −5,960−53.9% | 減碼 |
| YorkBridge Wealth Partners, LLC | 5,093 | $28.3 萬 | 0.07% | 00.0% | 不變 |
| Maven Securities LTD | 5,119 | $28.4 萬 | 0.03% | +5,119 | 新進 |
| Boothbay Fund Management, LLC | 5,158 | $28.6 萬 | 0.01% | +5,158 | 新進 |
| Ameritas Investment Company, LLC | 4,118 | $28.7 萬 | 0.01% | −2,744−40.0% | 減碼 |
| StoneX Group Inc. | 5,168 | $28.7 萬 | 0.04% | +621+13.7% | 加碼 |
| ProVise Management Group, LLC | 5,198 | $28.8 萬 | 0.03% | −77−1.5% | 減碼 |
| EPG Wealth Management LLC | 5,190 | $28.8 萬 | 0.12% | +1,072+26.0% | 加碼 |
| Oakworth Capital, Inc. | 5,297 | $29.4 萬 | 0.03% | +162+3.2% | 加碼 |
| Kore Private Wealth LLC | 5,322 | $29.5 萬 | 0.03% | +499+10.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,342 | $29.6 萬 | 0.03% | −4−0.1% | 減碼 |
| Valmark Advisers, Inc. | 5,357 | $29.7 萬 | 0.01% | −219−3.9% | 減碼 |
| White Pine Capital LLC | 5,450 | $29.7 萬 | 0.09% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 5,358 | $29.7 萬 | 0.11% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 5,368 | $29.8 萬 | 0.03% | −612−10.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,401 | $30.0 萬 | 0.27% | 00.0% | 不變 |
| qPULA Trading Management LP | 5,400 | $30.0 萬 | 0.54% | +5,400 | 新進 |
| BBR Partners, LLC | 5,422 | $30.1 萬 | 0.02% | −167−3.0% | 減碼 |
| Aviance Capital Partners, LLC | 5,478 | $30.4 萬 | 0.05% | 00.0% | 不變 |
| Goepper Burkhardt LLC | 5,501 | $30.5 萬 | 0.19% | +50+0.9% | 加碼 |
| Patriot Investment Management Inc. | 5,512 | $30.5 萬 | 0.03% | +201+3.8% | 加碼 |
| Intrua Financial, LLC | 5,211 | $30.7 萬 | 0.07% | +1,300+33.2% | 加碼 |
| Hartford Financial Management Inc. | 5,549 | $30.8 萬 | 0.08% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 5,602 | $31.1 萬 | 0.01% | −12,430−68.9% | 減碼 |
| Insight Advisors, LLC | 5,751 | $31.1 萬 | 0.10% | −60−1.0% | 減碼 |
| Woodward Diversified Capital, LLC | 5,623 | $31.2 萬 | 0.18% | +633+12.7% | 加碼 |
| Townsend Asset Management Corp | 5,647 | $31.3 萬 | 0.17% | −360−6.0% | 減碼 |
| Putnam Investments LLC | 5,684 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 5,659 | $31.4 萬 | 0.50% | +62+1.1% | 加碼 |
| Toth Financial Advisory Corp | 5,687 | $31.6 萬 | 0.05% | +10.0% | 加碼 |
| Meridian Financial Partners LLC | 5,838 | $31.6 萬 | 0.22% | −43−0.7% | 減碼 |
| IFG Advisory, LLC | 5,725 | $31.7 萬 | 0.04% | −4,644−44.8% | 減碼 |
| TrinityPoint Wealth, LLC | 5,714 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Riverview Trust Co | 5,784 | $32.1 萬 | 0.34% | −123−2.1% | 減碼 |
| Hudock, Inc. | 5,799 | $32.1 萬 | 0.10% | +2,457+73.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 5,797 | $32.2 萬 | 0.03% | −31−0.5% | 減碼 |
| Meyer Handelman Co | 5,800 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 5,823 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Arlington Financial Advisors, LLC | 5,844 | $32.4 萬 | 0.12% | 00.0% | 不變 |