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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 9,618 | $53.4 萬 | 0.03% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 9,564 | $53.1 萬 | 0.01% | −593−5.8% | 減碼 |
| Day & Ennis, LLC | 9,507 | $52.8 萬 | 0.18% | 00.0% | 不變 |
| 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 |
| 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 |
| American National Registered Investment Advisor, Inc. | 9,384 | $52.1 萬 | 0.19% | −68−0.7% | 減碼 |
| 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 |
| 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 |
| Altus Wealth Group LLC | 9,201 | $51.1 萬 | 0.50% | +27+0.3% | 加碼 |
| 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 |
| Quest Capital Management Inc | 9,139 | $50.7 萬 | 0.10% | −382−4.0% | 減碼 |
| Live Oak Private Wealth LLC | 8,995 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| 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 |
| Ambassador Advisors, LLC | 8,943 | $49.6 萬 | 0.10% | −372−4.0% | 減碼 |
| NorthRock Partners, LLC | 8,895 | $49.4 萬 | 0.04% | +500+6.0% | 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 |
| HighPoint Advisor Group LLC | 8,870 | $49.2 萬 | 0.05% | +2,548+40.3% | 加碼 |
| Peoples Bank | 8,823 | $49.0 萬 | 0.26% | +1,859+26.7% | 加碼 |
| 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 |
| Longfellow Investment Management Co LLC | 8,783 | $48.8 萬 | 0.07% | −4,937−36.0% | 減碼 |
| American Research & Management Co. | 8,755 | $48.6 萬 | 0.11% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 8,735 | $48.5 萬 | 0.09% | −20−0.2% | 減碼 |
| Cim Investment Mangement Inc | 8,714 | $48.4 萬 | 0.15% | −46−0.5% | 減碼 |
| NewSquare Capital LLC | 8,612 | $47.8 萬 | 0.06% | +8,257+2,325.9% | 加碼 |
| Neo Ivy Capital Management | 8,574 | $47.6 萬 | 0.48% | +5,479+177.0% | 加碼 |
| Oxford Financial Group Ltd | 8,501 | $47.2 萬 | 0.06% | +8,501 | 新進 |
| Stevens Capital Management LP | 8,483 | $47.1 萬 | 0.14% | −5,081−37.5% | 減碼 |
| 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 |
| 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 |
| 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 |
| Cobblestone Capital Advisors LLC | 8,364 | $46.4 萬 | 0.03% | +355+4.4% | 加碼 |
| 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 |
| Verus Financial Partners, Inc. | 8,505 | $46.0 萬 | 0.07% | −659−7.2% | 減碼 |
| Birmingham Capital Management Co Inc | 8,209 | $45.6 萬 | 0.17% | −135−1.6% | 減碼 |
| D. Scott Neal, Inc. | 8,030 | $44.6 萬 | 0.20% | +145+1.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 7,987 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Great Lakes Advisors, LLC | 7,879 | $43.7 萬 | 0.01% | +449+6.0% | 加碼 |
| Coldstream Capital Management Inc | 7,822 | $43.4 萬 | 0.02% | +503+6.9% | 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 |
| 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 |
| Curbstone Financial Management Corp | 7,738 | $42.9 萬 | 0.08% | −468−5.7% | 減碼 |
| Belpointe Asset Management LLC | 7,708 | $42.8 萬 | 0.03% | +3,416+79.6% | 加碼 |
| Truadvice, LLC | 7,767 | $42.7 萬 | 0.09% | −192−2.4% | 減碼 |
| 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 |
| 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 |
| Penobscot Investment Management Company, Inc. | 7,610 | $42.3 萬 | 0.06% | −1,400−15.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 7,596 | $42.2 萬 | 0.09% | +352+4.9% | 加碼 |
| 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 |
| Fieldpoint Private Securities, LLC | 7,236 | $41.9 萬 | 0.09% | −140−1.9% | 減碼 |
| 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 |
| 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 |
| Signature Estate & Investment Advisors LLC | 7,381 | $41.0 萬 | 0.02% | −26−0.4% | 減碼 |
| Western Wealth Management, LLC | 7,352 | $40.9 萬 | 0.04% | +7,352 | 新進 |
| 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 |
| 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 |
| Charter Trust Co | 7,269 | $40.3 萬 | 0.04% | −271−3.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 7,250 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 7,193 | $39.9 萬 | 0.06% | +10+0.1% | 加碼 |
| Lafayette Investments, Inc. | 7,155 | $39.7 萬 | 0.11% | +1,849+34.8% | 加碼 |
| Pinnacle Holdings, LLC | 7,143 | $39.6 萬 | 0.18% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 7,122 | $39.5 萬 | 0.79% | 00.0% | 不變 |
| 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 |
| 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 |
| Successful Portfolios LLC | 7,071 | $39.2 萬 | 0.24% | −25−0.4% | 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 |