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 |
|---|---|---|---|---|---|
| Strategic Wealth Management Group, LLC | 5,913 | $32.8 萬 | 0.12% | −371−5.9% | 減碼 |
| Centaurus Financial, Inc. | 5,907 | $32.8 萬 | 0.03% | +566+10.6% | 加碼 |
| Point72 Hong Kong Ltd | 5,930 | $32.9 萬 | 0.02% | −7,012−54.2% | 減碼 |
| Holistic Financial Partners | 5,925 | $32.9 萬 | 0.20% | +896+17.8% | 加碼 |
| Tandem Capital Management Corp | 5,941 | $33.0 萬 | 0.21% | +502+9.2% | 加碼 |
| Veracity Capital LLC | 5,959 | $33.1 萬 | 0.08% | +12+0.2% | 加碼 |
| Fortress Wealth Group, LLC | 6,047 | $33.6 萬 | 0.30% | +6,047 | 新進 |
| HHM Wealth Advisors, LLC | 6,109 | $33.9 萬 | 0.09% | 00.0% | 不變 |
| Machina Capital S.A.S. | 6,100 | $33.9 萬 | 0.57% | +6,100 | 新進 |
| Independent Investors Inc | 6,157 | $34.2 萬 | 0.08% | +400+6.9% | 加碼 |
| ARGI Investment Services, LLC | 6,183 | $34.3 萬 | 0.01% | −53,153−89.6% | 減碼 |
| Paragon Capital Management LLC | 6,198 | $34.4 萬 | 0.17% | +108+1.8% | 加碼 |
| AdvisorNet Financial, Inc | 6,205 | $34.4 萬 | 0.02% | +304+5.2% | 加碼 |
| Annapolis Financial Services, LLC | 6,215 | $34.5 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 6,243 | $34.6 萬 | 0.14% | −1,440−18.7% | 減碼 |
| Hollencrest Capital Management | 6,245 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 6,277 | $34.8 萬 | 0.19% | −84−1.3% | 減碼 |
| Mid Atlantic Financial Management Inc | 6,314 | $35.0 萬 | 0.02% | −362−5.4% | 減碼 |
| Emfo, LLC | 6,315 | $35.0 萬 | 0.31% | +6,315 | 新進 |
| Nwam LLC | 6,330 | $35.1 萬 | 0.03% | −20−0.3% | 減碼 |
| Contravisory Investment Management, Inc. | 6,332 | $35.1 萬 | 0.10% | +110+1.8% | 加碼 |
| Connors Investor Services Inc | 6,320 | $35.1 萬 | 0.04% | +6,320 | 新進 |
| Arkadios Wealth Advisors | 6,371 | $35.3 萬 | 0.04% | +3,191+100.3% | 加碼 |
| AlphaMark Advisors, LLC | 6,393 | $35.5 萬 | 0.13% | −213−3.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,421 | $35.5 萬 | 0.04% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 6,391 | $35.5 萬 | 0.09% | 00.0% | 不變 |
| Family Legacy, Inc. | 6,561 | $35.6 萬 | 0.16% | −8−0.1% | 減碼 |
| Meristem Family Wealth, LLC | 8,627 | $35.9 萬 | 0.06% | +2,536+41.6% | 加碼 |
| Keebeck Alpha, LP | 6,513 | $36.1 萬 | 0.13% | −139−2.1% | 減碼 |
| Parkside Financial Bank & Trust | 6,489 | $36.1 萬 | 0.10% | −32−0.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 6,500 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 6,524 | $36.2 萬 | 0.04% | −1,735−21.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 6,514 | $36.2 萬 | 0.15% | +311+5.0% | 加碼 |
| Fisher Asset Management, LLC | 6,547 | $36.3 萬 | 0.00% | +969+17.4% | 加碼 |
| Berkeley Capital Partners, LLC | 6,569 | $36.5 萬 | 0.16% | −365−5.3% | 減碼 |
| Papp L Roy & Associates | 6,585 | $36.5 萬 | 0.05% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 6,574 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 6,594 | $36.6 萬 | 0.20% | +713+12.1% | 加碼 |
| Absher Wealth Management, LLC | 6,606 | $36.7 萬 | 0.07% | −745−10.1% | 減碼 |
| Global Strategic Investment Solutions, LLC | 6,689 | $37.1 萬 | 0.06% | +49+0.7% | 加碼 |
| FineMark National Bank & Trust | 6,695 | $37.2 萬 | 0.02% | −89−1.3% | 減碼 |
| Graypoint LLC | 6,708 | $37.2 萬 | 0.05% | +357+5.6% | 加碼 |
| Glen Eagle Advisors, LLC | 6,713 | $37.3 萬 | 0.12% | +1,355+25.3% | 加碼 |
| Sigma Planning Corp | 6,757 | $37.5 萬 | 0.01% | −277−3.9% | 減碼 |
| Aua Capital Management, LLC | 6,835 | $37.9 萬 | 0.23% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 6,832 | $37.9 萬 | 0.06% | +162+2.4% | 加碼 |
| Stony Point Wealth Management Inc. | 6,853 | $38.0 萬 | 0.25% | +270+4.1% | 加碼 |
| Smithfield Trust Co | 6,871 | $38.1 萬 | 0.03% | +51+0.7% | 加碼 |
| CIBC World Markets Inc. | 6,994 | $38.8 萬 | 0.00% | −445−6.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 7,004 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Ballew Advisors, Inc | 7,127 | $39.0 萬 | 0.27% | −7,127−50.0% | 減碼 |
| Quadrant Capital Group LLC | 7,047 | $39.1 萬 | 0.06% | +408+6.1% | 加碼 |
| First Command Bank | 7,059 | $39.1 萬 | 0.04% | +1,133+19.1% | 加碼 |
| First Command Financial Services, Inc. | 7,059 | $39.1 萬 | 0.04% | +1,133+19.1% | 加碼 |
| Successful Portfolios LLC | 7,071 | $39.2 萬 | 0.24% | −25−0.4% | 減碼 |
| Abacus Planning Group, Inc. | 7,078 | $39.3 萬 | 0.12% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,085 | $39.3 萬 | 0.02% | +7,085 | 新進 |
| Select Asset Management & Trust | 7,097 | $39.4 萬 | 0.22% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 7,103 | $39.4 萬 | 0.10% | −20.0% | 減碼 |
| New Jersey Better Educational Savings Trust | 7,122 | $39.5 萬 | 0.79% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 7,143 | $39.6 萬 | 0.18% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 7,155 | $39.7 萬 | 0.11% | +1,849+34.8% | 加碼 |
| Naples Global Advisors, LLC | 7,193 | $39.9 萬 | 0.06% | +10+0.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 7,250 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Charter Trust Co | 7,269 | $40.3 萬 | 0.04% | −271−3.6% | 減碼 |
| Resource Planning Group | 7,295 | $40.5 萬 | 0.23% | 00.0% | 不變 |
| Doyle Wealth Management | 7,302 | $40.5 萬 | 0.03% | +12+0.2% | 加碼 |
| Augustine Asset Management Inc | 7,317 | $40.6 萬 | 0.21% | −3,676−33.4% | 減碼 |
| HBK Sorce Advisory LLC | 7,311 | $40.6 萬 | 0.02% | +12+0.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 7,323 | $40.6 萬 | 0.31% | +28+0.4% | 加碼 |
| Western Wealth Management, LLC | 7,352 | $40.9 萬 | 0.04% | +7,352 | 新進 |
| Signature Estate & Investment Advisors LLC | 7,381 | $41.0 萬 | 0.02% | −26−0.4% | 減碼 |
| Southeast Asset Advisors Inc. | 7,407 | $41.1 萬 | 0.07% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 7,413 | $41.1 萬 | 0.03% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 7,484 | $41.5 萬 | 0.07% | +425+6.0% | 加碼 |
| Lake Street Financial LLC | 7,367 | $41.5 萬 | 0.11% | +2,279+44.8% | 加碼 |
| Fieldpoint Private Securities, LLC | 7,236 | $41.9 萬 | 0.09% | −140−1.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,577 | $42.1 萬 | 0.27% | +1,307+20.8% | 加碼 |
| Gemmer Asset Management LLC | 7,591 | $42.1 萬 | 0.06% | +6,720+771.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 7,596 | $42.2 萬 | 0.09% | +352+4.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,610 | $42.3 萬 | 0.06% | −1,400−15.5% | 減碼 |
| ACG Wealth | 7,658 | $42.5 萬 | 0.05% | −385−4.8% | 減碼 |
| Systematic Financial Management LP | 7,659 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 7,670 | $42.6 萬 | 0.04% | +334+4.6% | 加碼 |
| BT Wealth Management LLC | 7,678 | $42.6 萬 | 0.13% | +337+4.6% | 加碼 |
| Truadvice, LLC | 7,767 | $42.7 萬 | 0.09% | −192−2.4% | 減碼 |
| Belpointe Asset Management LLC | 7,708 | $42.8 萬 | 0.03% | +3,416+79.6% | 加碼 |
| Curbstone Financial Management Corp | 7,738 | $42.9 萬 | 0.08% | −468−5.7% | 減碼 |
| Davis R M Inc | 7,792 | $43.2 萬 | 0.01% | −1,579−16.8% | 減碼 |
| Assetmark, Inc | 7,790 | $43.2 萬 | 0.00% | +1,042+15.4% | 加碼 |
| Wagner Wealth Management, LLC | 7,803 | $43.3 萬 | 0.31% | +739+10.5% | 加碼 |
| First Bank & Trust | 7,809 | $43.3 萬 | 0.21% | +1,322+20.4% | 加碼 |
| Coldstream Capital Management Inc | 7,822 | $43.4 萬 | 0.02% | +503+6.9% | 加碼 |
| Great Lakes Advisors, LLC | 7,879 | $43.7 萬 | 0.01% | +449+6.0% | 加碼 |
| Benin Management CORP | 7,908 | $43.9 萬 | 0.14% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 7,907 | $43.9 萬 | 0.11% | +7,907 | 新進 |
| First Manhattan Co | 7,934 | $44.0 萬 | 0.00% | −11,258−58.7% | 減碼 |
| Vident Investment Advisory, LLC | 7,923 | $44.0 萬 | 0.01% | +900+12.8% | 加碼 |
| Xcel Wealth Management, LLC | 7,968 | $44.2 萬 | 0.13% | −1,000−11.2% | 減碼 |
| Good Life Advisors, LLC | 7,971 | $44.2 萬 | 0.08% | +435+5.8% | 加碼 |