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 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 11,218 | $62.3 萬 | 0.11% | +11,218 | 新進 |
| MAI Capital Management | 11,236 | $62.4 萬 | 0.01% | −295−2.6% | 減碼 |
| Biltmore Family Office, LLC | 11,274 | $62.6 萬 | 0.18% | −2,906−20.5% | 減碼 |
| FSB Premier Wealth Management, Inc. | 11,315 | $62.8 萬 | 0.32% | −366−3.1% | 減碼 |
| Aspiriant, LLC | 11,367 | $62.9 萬 | 0.04% | +2,601+29.7% | 加碼 |
| Erste Asset Management GmbH | 11,390 | $63.0 萬 | 0.01% | +11,390 | 新進 |
| Norway Savings Bank | 11,359 | $63.0 萬 | 0.31% | +943+9.1% | 加碼 |
| Essex Savings Bank | 10,206 | $63.0 萬 | 0.24% | −18−0.2% | 減碼 |
| Proequities, Inc. | 11,423 | $63.4 萬 | 0.04% | +1,273+12.5% | 加碼 |
| Optimal Asset Management, Inc. | 11,439 | $63.5 萬 | 0.08% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 11,401 | $63.6 萬 | 0.09% | +151+1.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 11,463 | $63.6 萬 | 0.20% | +1,421+14.2% | 加碼 |
| Busey Wealth Management | 11,482 | $63.7 萬 | 0.03% | +3,089+36.8% | 加碼 |
| Heron Financial Group, LLC | 11,568 | $64.2 萬 | 0.37% | 00.0% | 不變 |
| Savant Capital, LLC | 11,562 | $64.2 萬 | 0.03% | +2,694+30.4% | 加碼 |
| Asset Dedication, LLC | 11,625 | $64.6 萬 | 0.10% | +3,515+43.3% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $64.7 萬 | 0.34% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 11,738 | $65.1 萬 | 0.00% | −184,720−94.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 11,796 | $65.5 萬 | 0.02% | +1,220+11.5% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 11,839 | $65.7 萬 | 0.05% | +40.0% | 加碼 |
| Woodard & Co Asset Management Group Inc | 11,994 | $66.6 萬 | 0.40% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 12,040 | $66.7 萬 | 0.14% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 12,024 | $66.7 萬 | 0.28% | 00.0% | 不變 |
| Bartlett & Co. LLC | 12,042 | $66.8 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 12,042 | $66.8 萬 | 0.01% | 00.0% | 不變 |
| Summit Asset Management, LLC | 12,101 | $67.2 萬 | 0.21% | −2,314−16.1% | 減碼 |
| Trust Asset Management LLC | 12,154 | $67.5 萬 | 0.09% | +1,390+12.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 12,180 | $67.6 萬 | 0.03% | +915+8.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 12,325 | $68.4 萬 | 0.44% | 00.0% | 不變 |
| Penserra Capital Management LLC | 12,374 | $68.6 萬 | 0.01% | +1,779+16.8% | 加碼 |
| Cadent Capital Advisors, LLC | 12,361 | $68.6 萬 | 0.29% | +5,257+74.0% | 加碼 |
| Canandaigua National Corp | 12,379 | $68.7 萬 | 0.11% | −84−0.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 12,636 | $70.1 萬 | 0.04% | −4,839−27.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,639 | $70.1 萬 | 0.08% | +122+1.0% | 加碼 |
| EP Wealth Advisors, LLC | 12,652 | $70.2 萬 | 0.02% | −2,491−16.4% | 減碼 |
| Enterprise Financial Services Corp | 12,672 | $70.4 萬 | 0.11% | −1,426−10.1% | 減碼 |
| Sentry Investment Management LLC | 12,738 | $70.7 萬 | 0.18% | +12,670+18,632.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 12,812 | $71.1 萬 | 0.21% | +22+0.2% | 加碼 |
| Legacy Wealth Management, LLC | 12,905 | $71.6 萬 | 0.40% | −395−3.0% | 減碼 |
| Chilton Investment Co LLC | 12,950 | $71.9 萬 | 0.02% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 12,949 | $71.9 萬 | 0.21% | +399+3.2% | 加碼 |
| Court Place Advisors, LLC | 13,020 | $72.3 萬 | 0.21% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 13,070 | $72.5 萬 | 0.11% | +2,900+28.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $72.8 萬 | 0.24% | 00.0% | 不變 |
| Eastover Investment Advisors LLC | 13,166 | $73.1 萬 | 0.47% | −160−1.2% | 減碼 |
| Gratus Capital LLC | 13,187 | $73.2 萬 | 0.08% | +1,537+13.2% | 加碼 |
| Pettee Investors, Inc. | 13,199 | $73.3 萬 | 0.34% | 00.0% | 不變 |
| Conning Inc. | 13,291 | $73.8 萬 | 0.02% | −2,514−15.9% | 減碼 |
| Greenleaf Trust | 13,309 | $73.9 萬 | 0.01% | +487+3.8% | 加碼 |
| Prospera Financial Services Inc | 13,371 | $74.3 萬 | 0.04% | +436+3.4% | 加碼 |
| Voya Financial Advisors, Inc. | 13,497 | $74.6 萬 | 0.10% | −63,717−82.5% | 減碼 |
| Philadelphia Trust Co | 13,477 | $74.8 萬 | 0.05% | −3,075−18.6% | 減碼 |
| Carolinas Wealth Consulting LLC | 13,495 | $74.9 萬 | 0.16% | +1,679+14.2% | 加碼 |
| Lido Advisors, LLC | 13,579 | $75.4 萬 | 0.02% | −6,699−33.0% | 減碼 |
| Equitable Holdings, Inc. | 13,581 | $75.4 萬 | 0.01% | +2,840+26.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,607 | $75.5 萬 | 0.37% | −100−0.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 13,605 | $75.5 萬 | 0.04% | +5,770+73.6% | 加碼 |
| Wedbush Securities Inc | 13,768 | $76.4 萬 | 0.04% | +530+4.0% | 加碼 |
| Northwest Bancshares, Inc. | 13,799 | $76.6 萬 | 0.17% | +60.0% | 加碼 |
| S&CO Inc | 13,894 | $77.1 萬 | 0.06% | 00.0% | 不變 |
| Parallel Advisors, LLC | 13,972 | $77.5 萬 | 0.03% | +910+7.0% | 加碼 |
| Westhampton Capital, LLC | 13,989 | $77.6 萬 | 0.50% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 14,105 | $78.3 萬 | 0.53% | +1,180+9.1% | 加碼 |
| Community Trust & Investment Co | 14,175 | $78.7 萬 | 0.07% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 14,223 | $78.9 萬 | 0.05% | −384−2.6% | 減碼 |
| Ergoteles LLC | 14,303 | $79.4 萬 | 0.02% | +14,303 | 新進 |
| Ramiah Investment Group | 14,351 | $79.6 萬 | 0.57% | −59−0.4% | 減碼 |
| Fort Sheridan Advisors LLC | 14,389 | $79.9 萬 | 0.27% | +140+1.0% | 加碼 |
| Private Trust Co NA | 14,434 | $80.1 萬 | 0.12% | +526+3.8% | 加碼 |
| New England Asset Management Inc | 14,440 | $80.1 萬 | 0.01% | +12,100+517.1% | 加碼 |
| Cypress Capital Group | 14,575 | $80.9 萬 | 0.11% | −255−1.7% | 減碼 |
| Rehmann Capital Advisory Group | 14,588 | $81.0 萬 | 0.08% | −16,515−53.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,587 | $81.0 萬 | 0.06% | +4,246+41.1% | 加碼 |
| William Blair Investment Management, LLC | 14,631 | $81.2 萬 | 0.00% | +14,631 | 新進 |
| Opus Capital Group, LLC | 14,656 | $81.3 萬 | 0.18% | −1,222−7.7% | 減碼 |
| Clarius Group, LLC | 14,877 | $82.6 萬 | 0.07% | +166+1.1% | 加碼 |
| Monte Financial Group, LLC | 14,941 | $82.9 萬 | 0.47% | −65−0.4% | 減碼 |
| Cornerstone Management, Inc. | 14,952 | $83.0 萬 | 0.22% | 00.0% | 不變 |
| Oak Associates, Ltd | 15,127 | $84.0 萬 | 0.05% | −2,533−14.3% | 減碼 |
| Galibier Capital Management Ltd. | 15,147 | $84.1 萬 | 0.11% | −248−1.6% | 減碼 |
| NVWM, LLC | 15,213 | $84.4 萬 | 0.30% | +348+2.3% | 加碼 |
| Resources Management Corp | 15,200 | $84.4 萬 | 0.12% | +1,061+7.5% | 加碼 |
| FLC Capital Advisors | 15,402 | $85.5 萬 | 0.25% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,458 | $85.8 萬 | 0.48% | −293−1.9% | 減碼 |
| Leisure Capital Management | 15,530 | $86.2 萬 | 0.48% | +253+1.7% | 加碼 |
| Modera Wealth Management, LLC | 15,646 | $86.8 萬 | 0.05% | −588−3.6% | 減碼 |
| Canal Capital Management, LLC | 15,681 | $87.0 萬 | 0.25% | −831−5.0% | 減碼 |
| Adams Chetwood Wealth Management LLC | 15,719 | $87.2 萬 | 0.62% | −2,207−12.3% | 減碼 |
| Hancock Whitney Corp | 15,782 | $87.6 萬 | 0.03% | +8,276+110.3% | 加碼 |
| Caldwell Trust Co | 15,969 | $88.6 萬 | 0.12% | +342+2.2% | 加碼 |
| Trustcore Financial Services, LLC | 16,014 | $88.9 萬 | 0.09% | +70.0% | 加碼 |
| Empirical Finance, LLC | 16,066 | $89.2 萬 | 0.15% | +2,336+17.0% | 加碼 |
| Novare Capital Management LLC | 16,093 | $89.3 萬 | 0.10% | +524+3.4% | 加碼 |
| Park Avenue Securities LLC | 16,198 | $89.9 萬 | 0.02% | −1,639−9.2% | 減碼 |
| Hudson Valley Investment Advisors Inc | 16,269 | $90.3 萬 | 0.16% | −2,145−11.6% | 減碼 |
| Brighton Jones LLC | 16,370 | $90.9 萬 | 0.05% | +119+0.7% | 加碼 |
| Optimum Investment Advisors | 16,427 | $91.2 萬 | 0.28% | −518−3.1% | 減碼 |
| TD Ameritrade Investment Management, LLC | 16,522 | $91.7 萬 | 0.01% | +1,885+12.9% | 加碼 |
| Jacobi Capital Management LLC | 16,660 | $92.5 萬 | 0.12% | +306+1.9% | 加碼 |
| Mirova | 16,728 | $92.8 萬 | 0.11% | +585+3.6% | 加碼 |