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。
2022 年第 1 季 13F 持有人
Truist Financial Corp 在 2022/3/31 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
- 1,508
- 較 2021 年第 4 季 +35 家
- 持有股數
- 9.81 億
- 較 2021 年第 4 季 +1,168 萬 (+1.2%)
- 總市值
- $555.9 億
- 較 2021 年第 4 季 −$12.4 億 (−2.2%)
- 新進機構
- 119
- 另有 649 家加碼
- 清倉機構
- 84
- 另有 497 家減碼
另有 15 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 11,507 | $65.3 萬 | 0.07% | −300−2.5% | 減碼 |
| Fortress Wealth Group, LLC | 11,509 | $65.3 萬 | 0.50% | +5,008+77.0% | 加碼 |
| Keel Point, LLC | 11,521 | $65.3 萬 | 0.10% | +11,521 | 新進 |
| Stone Point Wealth LLC | 11,923 | $65.9 萬 | 0.37% | +11,923 | 新進 |
| Sculati Wealth Management, LLC | 11,659 | $66.1 萬 | 0.32% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 11,741 | $66.6 萬 | 0.13% | +108+0.9% | 加碼 |
| Checchi Capital Advisers, LLC | 11,764 | $66.7 萬 | 0.07% | +765+7.0% | 加碼 |
| Conning Inc. | 11,781 | $66.8 萬 | 0.02% | −80−0.7% | 減碼 |
| Forbes Financial Planning, Inc. | 11,800 | $66.9 萬 | 0.83% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 11,803 | $67.0 萬 | 0.22% | −80−0.7% | 減碼 |
| Sigma Planning Corp | 11,807 | $67.0 萬 | 0.02% | +1,629+16.0% | 加碼 |
| Echo Street Capital Management LLC | 11,810 | $67.0 萬 | 0.00% | +4,810+68.7% | 加碼 |
| Integrated Wealth Concepts LLC | 11,831 | $67.1 萬 | 0.02% | +86+0.7% | 加碼 |
| Cypress Capital Group | 11,827 | $67.1 萬 | 0.08% | +517+4.6% | 加碼 |
| Farmers Trust Co | 11,849 | $67.2 萬 | 0.14% | −2,058−14.8% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 11,852 | $67.2 萬 | 0.05% | +40.0% | 加碼 |
| WBH Advisory Inc | 13,400 | $67.3 萬 | 0.08% | +372+2.9% | 加碼 |
| Pathway Financial Advisors LLC | 11,864 | $67.3 萬 | 0.25% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 13,783 | $67.6 萬 | 0.47% | −230−1.6% | 減碼 |
| Rede Wealth, LLC | 11,949 | $67.8 萬 | 0.32% | +30.0% | 加碼 |
| Lumature Wealth Partners, LLC | 12,024 | $68.2 萬 | 0.27% | 00.0% | 不變 |
| Resource Consulting Group Inc | 12,089 | $68.5 萬 | 0.24% | 00.0% | 不變 |
| New England Asset Management Inc | 12,100 | $68.6 萬 | 0.01% | −1,590−11.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 12,143 | $68.9 萬 | 0.01% | −299−2.4% | 減碼 |
| Bartlett & Co. LLC | 12,143 | $68.9 萬 | 0.01% | −299−2.4% | 減碼 |
| Gratus Capital LLC | 12,254 | $69.5 萬 | 0.07% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 12,362 | $70.1 萬 | 0.04% | −5,287−30.0% | 減碼 |
| Successful Portfolios LLC | 12,380 | $70.2 萬 | 0.40% | 00.0% | 不變 |
| First Manhattan Co | 12,454 | $70.6 萬 | 0.00% | −18−0.1% | 減碼 |
| Virtue Capital Management, LLC | 12,601 | $71.4 萬 | 0.11% | +2,698+27.2% | 加碼 |
| Abundance Wealth Counselors | 12,592 | $71.4 萬 | 0.19% | +5,970+90.2% | 加碼 |
| Proequities, Inc. | 12,605 | $71.5 萬 | 0.05% | −456−3.5% | 減碼 |
| Loudon Investment Management, LLC | 12,626 | $71.6 萬 | 0.47% | −605−4.6% | 減碼 |
| Koshinski Asset Management, Inc. | 12,650 | $71.7 萬 | 0.06% | +3,233+34.3% | 加碼 |
| Dowling & Yahnke LLC | 12,659 | $71.8 萬 | 0.03% | −587−4.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 12,659 | $71.8 萬 | 0.03% | −97−0.8% | 減碼 |
| Hancock Whitney Corp | 12,683 | $72.0 萬 | 0.02% | −710−5.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 12,695 | $72.0 萬 | 0.10% | −575−4.3% | 減碼 |
| NorthRock Partners, LLC | 12,748 | $72.3 萬 | 0.07% | +167+1.3% | 加碼 |
| Marks Group Wealth Management, Inc | 12,752 | $72.3 萬 | 0.09% | +2,573+25.3% | 加碼 |
| Woodard & Co Asset Management Group Inc | 12,780 | $72.5 萬 | 0.30% | 00.0% | 不變 |
| First Farmers & Merchants Bank / Trust | 12,884 | $73.1 萬 | 0.78% | 00.0% | 不變 |
| Allen Investment Management LLC | 12,950 | $73.4 萬 | 0.01% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,950 | $73.4 萬 | 0.02% | 00.0% | 不變 |
| Westhampton Capital, LLC | 12,952 | $73.4 萬 | 0.47% | 00.0% | 不變 |
| CWM, LLC | 13,005 | $73.7 萬 | 0.01% | +2,867+28.3% | 加碼 |
| Equitable Holdings, Inc. | 13,058 | $74.0 萬 | 0.01% | −484−3.6% | 減碼 |
| Legacy Wealth Management, LLC | 13,065 | $74.1 萬 | 0.39% | +93+0.7% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $74.4 萬 | 0.24% | 00.0% | 不變 |
| Bremer Bank National Association | 13,162 | $74.6 萬 | 0.12% | −35,226−72.8% | 減碼 |
| Maven Securities LTD | 13,182 | $74.7 萬 | 0.15% | +4,616+53.9% | 加碼 |
| Lindenwold Advisors | 13,235 | $75.0 萬 | 0.46% | −680−4.9% | 減碼 |
| Savant Capital, LLC | 13,248 | $75.1 萬 | 0.02% | +345+2.7% | 加碼 |
| Rehmann Capital Advisory Group | 13,249 | $75.1 萬 | 0.07% | −445−3.2% | 減碼 |
| Penserra Capital Management LLC | 13,363 | $75.6 萬 | 0.02% | −1,601−10.7% | 減碼 |
| Citizens Financial Group Inc | 13,355 | $75.7 萬 | 0.03% | −1,052−7.3% | 減碼 |
| Fractal Investments LLC | 13,374 | $75.8 萬 | 0.22% | −29−0.2% | 減碼 |
| Trust Asset Management LLC | 13,367 | $75.8 萬 | 0.09% | +341+2.6% | 加碼 |
| Altium Wealth Management LLC | 13,406 | $76.0 萬 | 0.05% | −1,872−12.3% | 減碼 |
| Ogorek Anthony Joseph | 13,411 | $76.0 萬 | 0.31% | +11,646+659.8% | 加碼 |
| Coldstream Capital Management Inc | 13,476 | $76.4 萬 | 0.03% | −1,780−11.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,592 | $77.1 萬 | 0.05% | +2,500+22.5% | 加碼 |
| Biltmore Family Office, LLC | 13,687 | $77.6 萬 | 0.17% | +2,380+21.0% | 加碼 |
| Fiduciary Group LLC | 16,615 | $77.8 萬 | 0.10% | −40−0.2% | 減碼 |
| Ballentine Partners, LLC | 13,738 | $77.8 萬 | 0.02% | +2,759+25.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 13,722 | $77.8 萬 | 0.62% | +13,722 | 新進 |
| Colonial River Wealth Management, LLC | 13,769 | $78.1 萬 | 0.45% | +2,795+25.5% | 加碼 |
| Lake Street Advisors Group, LLC | 13,786 | $78.2 萬 | 0.05% | +2,292+19.9% | 加碼 |
| Northwest Bancshares, Inc. | 13,810 | $78.3 萬 | 0.15% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 13,828 | $78.4 萬 | 0.34% | +55+0.4% | 加碼 |
| Monte Financial Group, LLC | 13,844 | $78.5 萬 | 0.42% | +200+1.5% | 加碼 |
| Edge Capital Group, LLC | 13,857 | $78.6 萬 | 0.05% | +262+1.9% | 加碼 |
| S&CO Inc | 13,894 | $78.7 萬 | 0.06% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 14,257 | $78.9 萬 | 1.01% | +398+2.9% | 加碼 |
| MAI Capital Management | 14,070 | $79.8 萬 | 0.01% | −32,385−69.7% | 減碼 |
| IHT Wealth Management, LLC | 14,072 | $79.8 萬 | 0.06% | +994+7.6% | 加碼 |
| Eastover Investment Advisors LLC | 14,066 | $79.8 萬 | 0.42% | +1,050+8.1% | 加碼 |
| Hilltop Holdings Inc. | 14,101 | $79.9 萬 | 0.09% | −201−1.4% | 減碼 |
| Community Trust & Investment Co | 14,175 | $80.4 萬 | 0.07% | 00.0% | 不變 |
| Wolverine Trading, LLC | 13,865 | $81.4 萬 | 0.02% | −10,487−43.1% | 減碼 |
| Eads & Heald Wealth Management | 14,383 | $81.6 萬 | 0.38% | +2,581+21.9% | 加碼 |
| Norway Savings Bank | 14,483 | $82.1 萬 | 0.37% | +880+6.5% | 加碼 |
| Clarius Group, LLC | 14,134 | $82.8 萬 | 0.07% | 00.0% | 不變 |
| Caldwell Trust Co | 14,943 | $84.7 萬 | 0.10% | +218+1.5% | 加碼 |
| XTX Topco Ltd | 14,954 | $84.8 萬 | 0.37% | +9,692+184.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 14,982 | $84.9 萬 | 0.06% | −4,411−22.7% | 減碼 |
| Fort Sheridan Advisors LLC | 14,972 | $84.9 萬 | 0.25% | −92−0.6% | 減碼 |
| WBI Investments | 15,147 | $85.8 萬 | 0.14% | +15,147 | 新進 |
| Galibier Capital Management Ltd. | 15,147 | $85.9 萬 | 0.12% | 00.0% | 不變 |
| Resources Management Corp | 15,200 | $86.2 萬 | 0.12% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,253 | $86.5 萬 | 0.46% | −421−2.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 15,469 | $87.7 萬 | 0.07% | +1,773+12.9% | 加碼 |
| Linker Capital Management Inc. | 15,529 | $88.0 萬 | 0.88% | 00.0% | 不變 |
| Parallel Advisors, LLC | 15,047 | $88.4 萬 | 0.04% | −876−5.5% | 減碼 |
| Ramiah Investment Group | 15,688 | $89.0 萬 | 0.62% | +1,247+8.6% | 加碼 |
| Private Trust Co NA | 15,716 | $89.1 萬 | 0.14% | +1,147+7.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 15,780 | $89.5 萬 | 0.23% | +3,308+26.5% | 加碼 |
| Greenleaf Trust | 16,100 | $91.3 萬 | 0.01% | +538+3.5% | 加碼 |
| Assenagon Asset Management S.A. | 16,343 | $92.7 萬 | 0.00% | −49−0.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 16,505 | $93.6 萬 | 0.03% | −1,877−10.2% | 減碼 |