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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 11,494 | $67.3 萬 | 0.04% | +11,494 | 新進 |
| Metis Global Partners, LLC | 11,635 | $68.1 萬 | 0.19% | +11,635 | 新進 |
| Sculati Wealth Management, LLC | 11,659 | $68.3 萬 | 0.33% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 11,633 | $68.7 萬 | 0.13% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,745 | $68.8 萬 | 0.02% | −221−1.8% | 減碼 |
| Assetmark, Inc | 11,791 | $69.0 萬 | 0.00% | +3,445+41.3% | 加碼 |
| Eads & Heald Wealth Management | 11,802 | $69.1 萬 | 0.30% | +601+5.4% | 加碼 |
| Forbes Financial Planning, Inc. | 11,800 | $69.1 萬 | 0.68% | +11,800 | 新進 |
| Asset Dedication, LLC | 11,807 | $69.3 萬 | 0.08% | −139−1.2% | 減碼 |
| ETF Managers Group, LLC | 11,847 | $69.3 萬 | 0.01% | +564+5.0% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 11,848 | $69.4 萬 | 0.05% | +40.0% | 加碼 |
| Conning Inc. | 11,861 | $69.4 萬 | 0.02% | +1,298+12.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 11,883 | $69.6 萬 | 0.20% | +274+2.4% | 加碼 |
| Radnor Capital Management, LLC | 11,918 | $69.8 萬 | 0.17% | −450−3.6% | 減碼 |
| Rede Wealth, LLC | 11,946 | $69.9 萬 | 0.35% | −18,331−60.5% | 減碼 |
| Lumature Wealth Partners, LLC | 12,024 | $70.4 萬 | 0.27% | 00.0% | 不變 |
| Resource Consulting Group Inc | 12,089 | $70.8 萬 | 0.25% | +12,089 | 新進 |
| Burke & Herbert Bank & Trust Co | 12,102 | $70.9 萬 | 0.42% | −29−0.2% | 減碼 |
| Jackson Square Capital, LLC | 12,112 | $70.9 萬 | 0.20% | +1,761+17.0% | 加碼 |
| Gratus Capital LLC | 12,254 | $71.7 萬 | 0.07% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 12,283 | $71.9 萬 | 0.08% | +2,212+22.0% | 加碼 |
| Keebeck Alpha, LP | 12,280 | $71.9 萬 | 0.26% | +4,005+48.4% | 加碼 |
| Sargent Bickham Lagudis LLC | 12,300 | $72.0 萬 | 0.05% | +457+3.9% | 加碼 |
| Van Leeuwen & Company, LLC | 12,330 | $72.2 萬 | 0.40% | −157−1.3% | 減碼 |
| HBK Sorce Advisory LLC | 12,323 | $72.2 萬 | 0.04% | +206+1.7% | 加碼 |
| American National Insurance Co | 12,370 | $72.4 萬 | 0.16% | −73,235−85.5% | 減碼 |
| Successful Portfolios LLC | 12,380 | $72.5 萬 | 0.39% | +145+1.2% | 加碼 |
| Bartlett & Co. LLC | 12,442 | $72.8 萬 | 0.01% | −1,501−10.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 12,442 | $72.8 萬 | 0.01% | −1,501−10.8% | 減碼 |
| First Manhattan Co | 12,472 | $73.0 萬 | 0.00% | +4,603+58.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 12,472 | $73.1 萬 | 0.20% | +12,472 | 新進 |
| Heron Financial Group, LLC | 11,483 | $73.5 萬 | 0.40% | −85−0.7% | 減碼 |
| NorthRock Partners, LLC | 12,581 | $73.7 萬 | 0.06% | +2,213+21.3% | 加碼 |
| Pathway Financial Advisors LLC | 11,864 | $74.5 萬 | 0.27% | +11,864 | 新進 |
| Carnegie Capital Asset Management, LLC | 12,756 | $74.7 萬 | 0.02% | +1,525+13.6% | 加碼 |
| Woodard & Co Asset Management Group Inc | 12,780 | $74.8 萬 | 0.35% | 00.0% | 不變 |
| First Farmers & Merchants Bank / Trust | 12,884 | $75.4 萬 | 0.75% | +12,884 | 新進 |
| Savant Capital, LLC | 12,903 | $75.5 萬 | 0.02% | +945+7.9% | 加碼 |
| Westhampton Capital, LLC | 12,952 | $75.8 萬 | 0.46% | −37−0.3% | 減碼 |
| Chilton Investment Co LLC | 12,950 | $75.8 萬 | 0.02% | 00.0% | 不變 |
| Allen Investment Management LLC | 12,950 | $75.8 萬 | 0.01% | +12,950 | 新進 |
| Legacy Wealth Management, LLC | 12,972 | $76.0 萬 | 0.39% | +67+0.5% | 加碼 |
| Court Place Advisors, LLC | 13,020 | $76.2 萬 | 0.21% | 00.0% | 不變 |
| Eastover Investment Advisors LLC | 13,016 | $76.2 萬 | 0.44% | 00.0% | 不變 |
| Trust Asset Management LLC | 13,026 | $76.3 萬 | 0.09% | 00.0% | 不變 |
| WBH Advisory Inc | 13,028 | $76.3 萬 | 0.09% | +320+2.5% | 加碼 |
| Proequities, Inc. | 13,061 | $76.5 萬 | 0.04% | −21−0.2% | 減碼 |
| IHT Wealth Management, LLC | 13,078 | $76.6 萬 | 0.06% | +377+3.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $76.8 萬 | 0.23% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 13,231 | $77.5 萬 | 0.49% | −500−3.6% | 減碼 |
| Dowling & Yahnke LLC | 13,246 | $77.6 萬 | 0.04% | −190−1.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 13,270 | $77.7 萬 | 0.12% | −920−6.5% | 減碼 |
| Pearl River Capital, LLC | 13,366 | $78.3 萬 | 0.21% | +13,366 | 新進 |
| Hancock Whitney Corp | 13,393 | $78.5 萬 | 0.02% | −161−1.2% | 減碼 |
| Fractal Investments LLC | 13,403 | $78.5 萬 | 0.27% | +13,403 | 新進 |
| Equitable Holdings, Inc. | 13,542 | $79.3 萬 | 0.01% | +21+0.2% | 加碼 |
| Brown Advisory Securities, LLC | 13,458 | $79.3 萬 | 0.34% | +300+2.3% | 加碼 |
| CAPROCK Group, Inc. | 13,565 | $79.4 萬 | 0.07% | +1,735+14.7% | 加碼 |
| Norway Savings Bank | 13,603 | $79.6 萬 | 0.35% | −131−1.0% | 減碼 |
| Edge Capital Group, LLC | 13,595 | $79.6 萬 | 0.06% | +1,313+10.7% | 加碼 |
| Monte Financial Group, LLC | 13,644 | $79.9 萬 | 0.42% | −1,072−7.3% | 減碼 |
| Rehmann Capital Advisory Group | 13,694 | $80.2 萬 | 0.07% | −120−0.9% | 減碼 |
| New England Asset Management Inc | 13,690 | $80.2 萬 | 0.01% | −750−5.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 13,696 | $80.2 萬 | 0.06% | +1,236+9.9% | 加碼 |
| Valeo Financial Advisors, LLC | 13,750 | $80.5 萬 | 0.04% | +1,109+8.8% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,773 | $80.6 萬 | 0.35% | +96+0.7% | 加碼 |
| Northwest Bancshares, Inc. | 13,810 | $80.9 萬 | 0.16% | 00.0% | 不變 |
| S&CO Inc | 13,894 | $81.3 萬 | 0.06% | 00.0% | 不變 |
| Hancock Whitney Investment Services Inc. | 13,764 | $81.3 萬 | 0.14% | +13,764 | 新進 |
| Farmers Trust Co | 13,907 | $81.4 萬 | 0.17% | −397−2.8% | 減碼 |
| Lindenwold Advisors | 13,915 | $81.5 萬 | 0.48% | +13,915 | 新進 |
| Voya Financial Advisors, Inc. | 13,967 | $81.7 萬 | 0.09% | −621−4.3% | 減碼 |
| Clarius Group, LLC | 14,134 | $82.8 萬 | 0.07% | +314+2.3% | 加碼 |
| Community Trust & Investment Co | 14,175 | $83.0 萬 | 0.06% | −61−0.4% | 減碼 |
| Hilltop Holdings Inc. | 14,302 | $83.7 萬 | 0.09% | +1,733+13.8% | 加碼 |
| Citizens Financial Group Inc | 14,407 | $84.4 萬 | 0.03% | +88+0.6% | 加碼 |
| Buckingham Strategic Partners | 14,422 | $84.4 萬 | 0.18% | +14,422 | 新進 |
| Ramiah Investment Group | 14,441 | $84.6 萬 | 0.57% | −243−1.7% | 減碼 |
| BT Wealth Management LLC | 14,542 | $85.1 萬 | 0.23% | +2,864+24.5% | 加碼 |
| Private Trust Co NA | 14,569 | $85.3 萬 | 0.12% | −355−2.4% | 減碼 |
| Mayfair Advisory Group, LLC | 13,859 | $85.5 萬 | 1.13% | 00.0% | 不變 |
| Caldwell Trust Co | 14,725 | $86.2 萬 | 0.10% | +181+1.2% | 加碼 |
| Clear Street Markets LLC | 14,840 | $86.9 萬 | 0.08% | +14,840 | 新進 |
| Raleigh Capital Management Inc. | 15,020 | $87.9 萬 | 0.90% | +15,020 | 新進 |
| Fort Sheridan Advisors LLC | 15,064 | $88.2 萬 | 0.25% | +515+3.5% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 14,013 | $88.2 萬 | 0.57% | +14,013 | 新進 |
| Oak Associates, Ltd | 15,114 | $88.5 萬 | 0.05% | −13−0.1% | 減碼 |
| Galibier Capital Management Ltd. | 15,147 | $88.7 萬 | 0.13% | 00.0% | 不變 |
| IFP Advisors, Inc | 15,103 | $88.8 萬 | 0.02% | +300+2.0% | 加碼 |
| Resources Management Corp | 15,200 | $89.0 萬 | 0.12% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 15,256 | $89.3 萬 | 0.03% | +8,056+111.9% | 加碼 |
| Altium Wealth Management LLC | 15,278 | $89.5 萬 | 0.06% | +2,189+16.7% | 加碼 |
| Schechter Investment Advisors, LLC | 15,325 | $89.7 萬 | 0.08% | +15,325 | 新進 |
| Linker Capital Management Inc. | 15,529 | $90.9 萬 | 0.87% | +15,529 | 新進 |
| Greenleaf Trust | 15,562 | $91.1 萬 | 0.01% | +1,028+7.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,674 | $91.8 萬 | 0.49% | +483+3.2% | 加碼 |
| Canal Capital Management, LLC | 15,770 | $92.3 萬 | 0.22% | +11+0.1% | 加碼 |
| Marino, Stram & Associates LLC | 15,916 | $93.2 萬 | 0.29% | +459+3.0% | 加碼 |
| Parallel Advisors, LLC | 15,923 | $93.2 萬 | 0.03% | +762+5.0% | 加碼 |
| Israel Discount Bank of New York | 16,056 | $94.1 萬 | 0.58% | −500−3.0% | 減碼 |