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 |
|---|---|---|---|---|---|
| CWM, LLC | 7,987 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 8,000 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| D. Scott Neal, Inc. | 8,030 | $44.6 萬 | 0.20% | +145+1.8% | 加碼 |
| Birmingham Capital Management Co Inc | 8,209 | $45.6 萬 | 0.17% | −135−1.6% | 減碼 |
| Verus Financial Partners, Inc. | 8,505 | $46.0 萬 | 0.07% | −659−7.2% | 減碼 |
| WBH Advisory Inc | 8,417 | $46.2 萬 | 0.07% | +100+1.2% | 加碼 |
| Montecito Bank & Trust | 8,318 | $46.2 萬 | 0.09% | +82+1.0% | 加碼 |
| Cobblestone Capital Advisors LLC | 8,364 | $46.4 萬 | 0.03% | +355+4.4% | 加碼 |
| Allegiant Private Advisors, LLC | 8,387 | $46.5 萬 | 0.08% | −130−1.5% | 減碼 |
| Merit Financial Group, LLC | 8,384 | $46.5 萬 | 0.04% | +1,189+16.5% | 加碼 |
| Segall Bryant & Hamill, LLC | 8,429 | $46.8 萬 | 0.00% | −8,286−49.6% | 減碼 |
| Echo Street Capital Management LLC | 8,432 | $46.8 萬 | 0.00% | +8,432 | 新進 |
| Kingfisher Capital LLC | 8,459 | $46.9 萬 | 0.12% | +25+0.3% | 加碼 |
| Balentine LLC | 8,441 | $46.9 萬 | 0.02% | +428+5.3% | 加碼 |
| Stevens Capital Management LP | 8,483 | $47.1 萬 | 0.14% | −5,081−37.5% | 減碼 |
| Oxford Financial Group Ltd | 8,501 | $47.2 萬 | 0.06% | +8,501 | 新進 |
| Neo Ivy Capital Management | 8,574 | $47.6 萬 | 0.48% | +5,479+177.0% | 加碼 |
| NewSquare Capital LLC | 8,612 | $47.8 萬 | 0.06% | +8,257+2,325.9% | 加碼 |
| Cim Investment Mangement Inc | 8,714 | $48.4 萬 | 0.15% | −46−0.5% | 減碼 |
| Institute for Wealth Management, LLC. | 8,735 | $48.5 萬 | 0.09% | −20−0.2% | 減碼 |
| American Research & Management Co. | 8,755 | $48.6 萬 | 0.11% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 8,783 | $48.8 萬 | 0.07% | −4,937−36.0% | 減碼 |
| Certified Advisory Corp | 8,807 | $48.9 萬 | 0.12% | −448−4.8% | 減碼 |
| Boston Private Wealth LLC | 8,813 | $48.9 萬 | 0.01% | +104+1.2% | 加碼 |
| Chase Investment Counsel Corp | 8,812 | $48.9 萬 | 0.20% | +8,812 | 新進 |
| Peoples Bank | 8,823 | $49.0 萬 | 0.26% | +1,859+26.7% | 加碼 |
| HighPoint Advisor Group LLC | 8,870 | $49.2 萬 | 0.05% | +2,548+40.3% | 加碼 |
| Koshinski Asset Management, Inc. | 8,891 | $49.3 萬 | 0.06% | −180−2.0% | 減碼 |
| Main Street Financial Solutions, LLC | 8,885 | $49.3 萬 | 0.08% | +15+0.2% | 加碼 |
| NorthRock Partners, LLC | 8,895 | $49.4 萬 | 0.04% | +500+6.0% | 加碼 |
| Ambassador Advisors, LLC | 8,943 | $49.6 萬 | 0.10% | −372−4.0% | 減碼 |
| SevenBridge Financial Group, LLC | 8,979 | $49.8 萬 | 0.16% | +347+4.0% | 加碼 |
| Sawtooth Solutions, LLC | 8,964 | $49.8 萬 | 0.10% | +2,667+42.4% | 加碼 |
| Gsa Capital Partners LLP | 8,975 | $49.8 萬 | 0.06% | +8,975 | 新進 |
| Claybrook Capital, LLC | 8,979 | $49.8 萬 | 0.16% | +8,979 | 新進 |
| Live Oak Private Wealth LLC | 8,995 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| Quest Capital Management Inc | 9,139 | $50.7 萬 | 0.10% | −382−4.0% | 減碼 |
| Andesa Financial Management Inc. | 9,162 | $50.9 萬 | 0.15% | +380+4.3% | 加碼 |
| CAPROCK Group, Inc. | 9,170 | $50.9 萬 | 0.05% | +685+8.1% | 加碼 |
| Altus Wealth Group LLC | 9,201 | $51.1 萬 | 0.50% | +27+0.3% | 加碼 |
| Personal Capital Advisors Corp | 9,342 | $51.8 萬 | 0.00% | −26−0.3% | 減碼 |
| Ieq Capital, LLC | 9,335 | $51.8 萬 | 0.02% | +1,926+26.0% | 加碼 |
| Cozad Asset Management Inc | 9,355 | $51.9 萬 | 0.08% | −500−5.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,343 | $51.9 萬 | 0.04% | +563+6.4% | 加碼 |
| American National Registered Investment Advisor, Inc. | 9,384 | $52.1 萬 | 0.19% | −68−0.7% | 減碼 |
| Fiducient Advisors LLC | 9,409 | $52.2 萬 | 0.16% | −160−1.7% | 減碼 |
| Sargent Bickham Lagudis LLC | 9,401 | $52.2 萬 | 0.04% | +2,635+38.9% | 加碼 |
| 180 Wealth Advisors, LLC | 9,080 | $52.6 萬 | 0.12% | +401+4.6% | 加碼 |
| BDO Wealth Advisors, LLC | 9,474 | $52.6 萬 | 0.06% | +676+7.7% | 加碼 |
| Day & Ennis, LLC | 9,507 | $52.8 萬 | 0.18% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 9,564 | $53.1 萬 | 0.01% | −593−5.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 9,618 | $53.4 萬 | 0.03% | 00.0% | 不變 |
| NBT Bank N A | 9,676 | $53.7 萬 | 0.07% | +30.0% | 加碼 |
| Lake Street Advisors Group, LLC | 9,201 | $53.8 萬 | 0.04% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 9,744 | $54.1 萬 | 0.01% | +9,744 | 新進 |
| Jackson Square Capital, LLC | 9,770 | $54.2 萬 | 0.17% | +664+7.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,868 | $54.8 萬 | 0.00% | +9,868 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 9,902 | $55.0 萬 | 0.21% | +1,971+24.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 9,975 | $55.4 萬 | 0.18% | −3,043−23.4% | 減碼 |
| American Assets Inc | 10,000 | $55.5 萬 | 0.16% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 10,077 | $55.9 萬 | 0.01% | −401−3.8% | 減碼 |
| Collective Family Office LLC | 10,150 | $56.3 萬 | 0.24% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 10,145 | $56.3 萬 | 0.15% | +406+4.2% | 加碼 |
| Valeo Financial Advisors, LLC | 10,193 | $56.6 萬 | 0.04% | +2,036+25.0% | 加碼 |
| ETF Managers Group, LLC | 10,251 | $56.7 萬 | 0.01% | −751−6.8% | 減碼 |
| Nicolet Bankshares Inc | 10,263 | $57.0 萬 | 0.15% | 00.0% | 不變 |
| Edge Capital Group, LLC | 10,312 | $57.2 萬 | 0.05% | −41−0.4% | 減碼 |
| 1st Source Bank | 10,305 | $57.2 萬 | 0.04% | +4,190+68.5% | 加碼 |
| First Commonwealth Financial Corp | 10,322 | $57.3 萬 | 0.20% | +630+6.5% | 加碼 |
| Seeyond | 10,379 | $57.6 萬 | 0.05% | −208−2.0% | 減碼 |
| Radnor Capital Management, LLC | 10,394 | $57.7 萬 | 0.19% | +175+1.7% | 加碼 |
| WealthTrust Axiom LLC | 10,421 | $57.8 萬 | 0.19% | +159+1.5% | 加碼 |
| V Wealth Advisors LLC | 10,409 | $57.8 萬 | 0.09% | +935+9.9% | 加碼 |
| Checchi Capital Advisers, LLC | 10,455 | $58.0 萬 | 0.07% | −77−0.7% | 減碼 |
| Covenant Asset Management, LLC | 10,470 | $58.1 萬 | 0.17% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 10,510 | $58.3 萬 | 0.07% | +10,510 | 新進 |
| Virtue Capital Management, LLC | 10,521 | $58.4 萬 | 0.12% | −11−0.1% | 減碼 |
| Eads & Heald Wealth Management | 10,516 | $58.4 萬 | 0.28% | +850+8.8% | 加碼 |
| Altium Wealth Management LLC | 10,564 | $58.6 萬 | 0.04% | +555+5.5% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 10,596 | $58.8 萬 | 0.00% | +41+0.4% | 加碼 |
| IFP Advisors, Inc | 10,579 | $58.9 萬 | 0.01% | −2,409−18.5% | 減碼 |
| PNC Managed Account Solutions, Inc. | 10,621 | $58.9 萬 | 0.12% | +10,621 | 新進 |
| Tokio Marine Asset Management Co Ltd | 10,701 | $59.4 萬 | 0.05% | +1,224+12.9% | 加碼 |
| Altavista Wealth Management, Inc. | 10,721 | $59.5 萬 | 0.13% | 00.0% | 不變 |
| JustInvest LLC | 10,770 | $59.8 萬 | 0.06% | +1,519+16.4% | 加碼 |
| Barings LLC | 10,795 | $59.9 萬 | 0.01% | −9,648−47.2% | 減碼 |
| Hilltop Holdings Inc. | 10,784 | $59.9 萬 | 0.07% | +1,421+15.2% | 加碼 |
| CSM Advisors, LLC | 10,791 | $59.9 萬 | 0.04% | +10,791 | 新進 |
| NSI Retail Advisors, LLC | 10,791 | $59.9 萬 | 0.09% | +10,791 | 新進 |
| AAFMAA Wealth Management & Trust LLC | 10,832 | $60.1 萬 | 0.28% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 10,851 | $60.2 萬 | 0.02% | +489+4.7% | 加碼 |
| Coastal Investment Advisors, Inc. | 10,864 | $60.3 萬 | 0.14% | +19+0.2% | 加碼 |
| Colonial River Wealth Management, LLC | 10,928 | $60.7 萬 | 0.43% | −59−0.5% | 減碼 |
| Symmetry Partners, LLC | 10,958 | $60.8 萬 | 0.04% | −1,294−10.6% | 減碼 |
| Evermay Wealth Management LLC | 11,044 | $61.3 萬 | 0.11% | +5,320+92.9% | 加碼 |
| Ballentine Partners, LLC | 11,066 | $61.4 萬 | 0.02% | +69+0.6% | 加碼 |
| Agf Investments Inc. | 11,074 | $61.5 萬 | 0.00% | −288−2.5% | 減碼 |
| Marietta Wealth Management, LLC | 11,094 | $61.6 萬 | 0.14% | 00.0% | 不變 |
| Parthenon LLC | 11,112 | $61.7 萬 | 0.09% | 00.0% | 不變 |
| Shayne & Co., LLC | 11,184 | $62.1 萬 | 0.35% | 00.0% | 不變 |