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 4 季 13F 持有人
Truist Financial Corp 在 2021/12/31 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
- 1,488
- 較 2021 年第 3 季 +128 家
- 持有股數
- 9.70 億
- 較 2021 年第 3 季 −280.3 萬 (−0.3%)
- 總市值
- $568.7 億
- 較 2021 年第 3 季 −$1.79 億 (−0.3%)
- 新進機構
- 201
- 另有 576 家加碼
- 清倉機構
- 73
- 另有 518 家減碼
另有 27 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Connors Investor Services Inc | 6,335 | $37.0 萬 | 0.04% | +15+0.2% | 加碼 |
| Emfo, LLC | 6,315 | $37.0 萬 | 0.33% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 6,342 | $37.1 萬 | 0.27% | −1,164−15.5% | 減碼 |
| Meridian Financial Partners LLC | 5,738 | $37.1 萬 | 0.25% | −100−1.7% | 減碼 |
| Arete Wealth Advisors, LLC | 6,187 | $37.1 萬 | 0.03% | +1,607+35.1% | 加碼 |
| First Command Financial Services, Inc. | 6,362 | $37.2 萬 | 0.05% | −570−8.2% | 減碼 |
| Hollencrest Capital Management | 6,364 | $37.3 萬 | 0.03% | +43+0.7% | 加碼 |
| Doyle Wealth Management | 6,395 | $37.4 萬 | 0.03% | −556−8.0% | 減碼 |
| Occidental Asset Management, LLC | 6,391 | $37.4 萬 | 0.09% | 00.0% | 不變 |
| Country Club Trust Company, n.a. | 6,400 | $37.4 萬 | 0.03% | +6,400 | 新進 |
| Centaurus Financial, Inc. | 6,444 | $37.7 萬 | 0.03% | +375+6.2% | 加碼 |
| Carson Advisory Inc. | 6,479 | $37.9 萬 | 0.38% | +6,479 | 新進 |
| 1620 Investment Advisors, Inc. | 6,520 | $38.2 萬 | 0.43% | +6,520 | 新進 |
| Benin Management CORP | 6,578 | $38.5 萬 | 0.12% | −300−4.4% | 減碼 |
| Illinois Municipal Retirement Fund | 6,574 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 6,572 | $38.5 萬 | 0.04% | +6,572 | 新進 |
| Annapolis Financial Services, LLC | 6,620 | $38.8 萬 | 0.12% | −2,659−28.7% | 減碼 |
| Abundance Wealth Counselors | 6,622 | $38.8 萬 | 0.10% | +6,622 | 新進 |
| Cornerstone Management, Inc. | 6,638 | $38.9 萬 | 0.11% | −8,314−55.6% | 減碼 |
| Grove Bank & Trust | 6,672 | $39.1 萬 | 0.07% | +1,247+23.0% | 加碼 |
| ARGI Investment Services, LLC | 6,715 | $39.3 萬 | 0.01% | +14+0.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,710 | $39.3 萬 | 0.03% | +210+3.2% | 加碼 |
| MainStreet Investment Advisors LLC | 6,719 | $39.3 萬 | 0.03% | +760+12.8% | 加碼 |
| Lindbrook Capital, LLC | 6,729 | $39.4 萬 | 0.06% | +2,028+43.1% | 加碼 |
| Graypoint LLC | 6,746 | $39.5 萬 | 0.04% | +30.0% | 加碼 |
| Oakworth Capital, Inc. | 6,753 | $39.5 萬 | 0.03% | +1,275+23.3% | 加碼 |
| TCWP LLC | 6,766 | $39.6 萬 | 0.08% | +6,766 | 新進 |
| Goepper Burkhardt LLC | 6,786 | $39.7 萬 | 0.24% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 6,772 | $39.7 萬 | 0.07% | +352+5.5% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 6,773 | $39.7 萬 | 0.09% | +6,773 | 新進 |
| Sage Mountain Advisors LLC | 6,798 | $39.8 萬 | 0.05% | −2,138−23.9% | 減碼 |
| Fieldpoint Private Securities, LLC | 6,856 | $40.1 萬 | 0.08% | −272−3.8% | 減碼 |
| Titleist Asset Management, Ltd. | 6,852 | $40.1 萬 | 0.08% | +6,852 | 新進 |
| IFG Advisory, LLC | 6,881 | $40.2 萬 | 0.04% | +668+10.8% | 加碼 |
| Ellevest, Inc. | 6,860 | $40.2 萬 | 0.04% | +994+16.9% | 加碼 |
| Stony Point Wealth Management Inc. | 6,879 | $40.3 萬 | 0.21% | +13+0.2% | 加碼 |
| Woodward Diversified Capital, LLC | 6,915 | $40.5 萬 | 0.24% | +819+13.4% | 加碼 |
| Index Fund Advisors, Inc. | 6,912 | $40.5 萬 | 0.03% | +6,912 | 新進 |
| First Command Bank | 6,932 | $40.6 萬 | 0.07% | 00.0% | 不變 |
| Central Bank & Trust Co | 6,945 | $40.7 萬 | 0.06% | +6,000+634.9% | 加碼 |
| Evergreen Capital Management LLC | 6,975 | $40.8 萬 | 0.02% | +667+10.6% | 加碼 |
| Aua Capital Management, LLC | 6,985 | $40.9 萬 | 0.24% | +150+2.2% | 加碼 |
| Vigilant Capital Management, LLC | 6,981 | $40.9 萬 | 0.03% | +6,677+2,196.4% | 加碼 |
| Echo Street Capital Management LLC | 7,000 | $41.0 萬 | 0.00% | +7,000 | 新進 |
| McKinley Carter Wealth Services, Inc. | 7,030 | $41.2 萬 | 0.03% | +7,030 | 新進 |
| Smithfield Trust Co | 7,016 | $41.3 萬 | 0.03% | −15−0.2% | 減碼 |
| Mill Capital Management, LLC | 7,064 | $41.4 萬 | 0.04% | +7,064 | 新進 |
| Canton Hathaway, LLC | 7,081 | $41.5 萬 | 0.11% | 00.0% | 不變 |
| Select Asset Management & Trust | 7,097 | $41.6 萬 | 0.28% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 7,145 | $41.8 萬 | 0.10% | −10−0.1% | 減碼 |
| Pinnacle Holdings, LLC | 7,143 | $41.8 萬 | 0.18% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 7,208 | $42.2 萬 | 0.06% | −208−2.8% | 減碼 |
| BSW Wealth Partners | 7,211 | $42.2 萬 | 0.11% | −81−1.1% | 減碼 |
| Nwam LLC | 7,204 | $42.2 萬 | 0.03% | +445+6.6% | 加碼 |
| Congress Wealth Management LLC | 7,247 | $42.4 萬 | 0.01% | +7,247 | 新進 |
| Signature Estate & Investment Advisors LLC | 7,272 | $42.6 萬 | 0.02% | −214−2.9% | 減碼 |
| Fortress Wealth Group, LLC | 6,501 | $42.6 萬 | 0.32% | +409+6.7% | 加碼 |
| Augustine Asset Management Inc | 7,292 | $42.7 萬 | 0.21% | −115−1.6% | 減碼 |
| Resource Planning Group | 7,295 | $42.7 萬 | 0.29% | 00.0% | 不變 |
| Stevens Capital Management LP | 7,291 | $42.7 萬 | 0.10% | +7,291 | 新進 |
| Strategic Blueprint, LLC | 7,313 | $42.8 萬 | 0.05% | +1,184+19.3% | 加碼 |
| Washington Capital Management Inc | 7,321 | $42.9 萬 | 0.35% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 7,349 | $43.0 萬 | 0.01% | +1,630+28.5% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 7,390 | $43.2 萬 | 0.00% | −20,148−73.2% | 減碼 |
| Tradewinds, LLC. | 11,800 | $43.6 萬 | 0.51% | +11,800 | 新進 |
| AdvisorNet Financial, Inc | 7,448 | $43.6 萬 | 0.03% | +195+2.7% | 加碼 |
| Contravisory Investment Management, Inc. | 7,541 | $44.2 萬 | 0.12% | +959+14.6% | 加碼 |
| Affinity Wealth Management LLC | 6,760 | $44.2 萬 | 0.09% | +490+7.8% | 加碼 |
| Braun-Bostich & Associates Inc. | 6,760 | $44.2 萬 | 0.11% | +6,760 | 新進 |
| Naples Global Advisors, LLC | 7,567 | $44.3 萬 | 0.05% | +12+0.2% | 加碼 |
| Gemmer Asset Management LLC | 7,591 | $44.4 萬 | 0.05% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,602 | $44.5 萬 | 0.27% | +12+0.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,610 | $44.6 萬 | 0.06% | 00.0% | 不變 |
| Systematic Financial Management LP | 7,659 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 7,670 | $44.9 萬 | 0.03% | −399−4.9% | 減碼 |
| Curbstone Financial Management Corp | 7,662 | $44.9 萬 | 0.08% | −76−1.0% | 減碼 |
| Quadrant Capital Group LLC | 7,670 | $44.9 萬 | 0.05% | +58+0.8% | 加碼 |
| Wagner Wealth Management, LLC | 7,715 | $45.2 萬 | 0.35% | +11+0.1% | 加碼 |
| Davis R M Inc | 7,792 | $45.6 萬 | 0.01% | −240−3.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 7,784 | $45.6 萬 | 0.13% | +1,707+28.1% | 加碼 |
| Millennium Capital Advisors, LLC | 7,800 | $45.7 萬 | 0.36% | +7,800 | 新進 |
| Gilbert & Cook, Inc. | 7,807 | $45.7 萬 | 0.07% | +280+3.7% | 加碼 |
| Western Wealth Management, LLC | 7,859 | $45.8 萬 | 0.05% | +7,859 | 新進 |
| Good Life Advisors, LLC | 7,838 | $45.9 萬 | 0.06% | +163+2.1% | 加碼 |
| ACG Wealth | 7,861 | $46.0 萬 | 0.07% | +44+0.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,974 | $46.7 萬 | 0.09% | +449+6.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Madison Wealth Management | 7,988 | $46.8 萬 | 0.09% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 7,989 | $46.8 萬 | 0.16% | +7,989 | 新進 |
| D. Scott Neal, Inc. | 8,064 | $47.2 萬 | 0.18% | 00.0% | 不變 |
| Montecito Bank & Trust | 8,096 | $47.4 萬 | 0.08% | −140−1.7% | 減碼 |
| Xcel Wealth Management, LLC | 8,121 | $47.5 萬 | 0.12% | +153+1.9% | 加碼 |
| Family Legacy, Inc. | 7,265 | $47.7 萬 | 0.20% | +702+10.7% | 加碼 |
| Ballew Advisors, Inc | 7,127 | $48.0 萬 | 0.33% | 00.0% | 不變 |
| Day & Ennis, LLC | 8,212 | $48.1 萬 | 0.16% | −1,295−13.6% | 減碼 |
| Birmingham Capital Management Co Inc | 8,209 | $48.1 萬 | 0.17% | 00.0% | 不變 |
| Oak Thistle LLC | 8,205 | $48.1 萬 | 0.37% | +8,205 | 新進 |
| Horizon Financial Services, LLC | 8,230 | $48.2 萬 | 0.29% | −320−3.7% | 減碼 |
| Engineers Gate Manager LP | 8,250 | $48.3 萬 | 0.02% | +3,355+68.5% | 加碼 |
| Quest Capital Management Inc | 8,290 | $48.5 萬 | 0.08% | −1,291−13.5% | 減碼 |