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 2 季 13F 持有人
Truist Financial Corp 在 2022/6/30 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
- 1,449
- 較 2022 年第 1 季 −33 家
- 持有股數
- 9.80 億
- 較 2022 年第 1 季 +605.1 萬 (+0.6%)
- 總市值
- $464.5 億
- 較 2022 年第 1 季 −$87.2 億 (−15.8%)
- 新進機構
- 92
- 另有 637 家加碼
- 清倉機構
- 125
- 另有 500 家減碼
另有 26 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 5,422 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,408 | $25.7 萬 | 0.03% | +813+17.7% | 加碼 |
| PBMares Wealth Management LLC | 5,476 | $26.0 萬 | 0.11% | +50+0.9% | 加碼 |
| Cornerstone Management, Inc. | 5,521 | $26.2 萬 | 0.07% | −102−1.8% | 減碼 |
| Hartford Financial Management Inc. | 5,549 | $26.3 萬 | 0.07% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 5,580 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Optimum Investment Advisors | 5,595 | $26.5 萬 | 0.13% | +500+9.8% | 加碼 |
| TrinityPoint Wealth, LLC | 5,601 | $26.6 萬 | 0.06% | −101−1.8% | 減碼 |
| LWM Advisory Services, LLC | 5,613 | $26.6 萬 | 0.32% | +721+14.7% | 加碼 |
| Chicago Trust Co NA | 5,637 | $26.7 萬 | 0.07% | +1,628+40.6% | 加碼 |
| Second Half Financial Partners, LLC | 4,638 | $27.0 萬 | 0.22% | 00.0% | 不變 |
| Strategic Wealth Designers | 5,734 | $27.2 萬 | 0.07% | +980+20.6% | 加碼 |
| Keudell/Morrison Wealth Management | 5,726 | $27.2 萬 | 0.10% | +2,197+62.3% | 加碼 |
| Andesa Financial Management Inc. | 5,774 | $27.4 萬 | 0.17% | −1,925−25.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 5,826 | $27.6 萬 | 0.11% | −136−2.3% | 減碼 |
| AIA Group Ltd | 5,822 | $27.6 萬 | 0.01% | +4,392+307.1% | 加碼 |
| AdvisorNet Financial, Inc | 5,854 | $27.8 萬 | 0.03% | +235+4.2% | 加碼 |
| Two Sigma Securities, LLC | 5,881 | $27.9 萬 | 0.05% | −4,051−40.8% | 減碼 |
| CVA Family Office, LLC | 5,885 | $27.9 萬 | 0.08% | −1,650−21.9% | 減碼 |
| Barings LLC | 5,877 | $27.9 萬 | 0.01% | −361−5.8% | 減碼 |
| Boltwood Capital Management | 5,890 | $27.9 萬 | 0.12% | +5,890 | 新進 |
| Bristlecone Advisors, LLC | 5,934 | $28.1 萬 | 0.03% | +130+2.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,917 | $28.1 萬 | 0.06% | +1,101+22.9% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,955 | $28.2 萬 | 0.06% | −64,557−91.6% | 減碼 |
| Sage Mountain Advisors LLC | 5,984 | $28.4 萬 | 0.05% | +118+2.0% | 加碼 |
| Meridian Financial Partners LLC | 5,738 | $28.4 萬 | 0.19% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 6,052 | $28.7 萬 | 0.10% | +191+3.3% | 加碼 |
| HHM Wealth Advisors, LLC | 6,069 | $28.8 萬 | 0.07% | +384+6.8% | 加碼 |
| Tandem Capital Management Corp | 6,072 | $28.8 萬 | 0.23% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 6,103 | $28.9 萬 | 0.00% | +3,264+115.0% | 加碼 |
| Ameritas Advisory Services, LLC | 6,124 | $29.0 萬 | 0.02% | +345+6.0% | 加碼 |
| Parkside Financial Bank & Trust | 6,180 | $29.3 萬 | 0.09% | −125−2.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $29.3 萬 | 0.15% | −17−0.3% | 減碼 |
| 55I, LLC | 6,174 | $29.3 萬 | 0.01% | +6,174 | 新進 |
| Great Valley Advisor Group, Inc. | 6,164 | $29.3 萬 | 0.02% | +6,164 | 新進 |
| Connors Investor Services Inc | 6,220 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 6,215 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 6,240 | $29.6 萬 | 0.07% | +449+7.8% | 加碼 |
| Goepper Burkhardt LLC | 6,261 | $29.7 萬 | 0.21% | −525−7.7% | 減碼 |
| Glen Eagle Advisors, LLC | 6,270 | $29.7 萬 | 0.08% | +140+2.3% | 加碼 |
| Merit Financial Group, LLC | 6,288 | $29.8 萬 | 0.01% | +1,301+26.1% | 加碼 |
| Doyle Wealth Management | 6,296 | $29.9 萬 | 0.02% | −124−1.9% | 減碼 |
| Central Bank & Trust Co | 6,300 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 6,302 | $30.0 萬 | 0.07% | −5,439−46.3% | 減碼 |
| WealthShield Partners, LLC | 6,315 | $30.0 萬 | 0.06% | −94−1.5% | 減碼 |
| Emfo, LLC | 6,315 | $30.0 萬 | 0.30% | 00.0% | 不變 |
| Quantinno Capital Management LP | 6,343 | $30.1 萬 | 0.04% | +1,913+43.2% | 加碼 |
| IFG Advisory, LLC | 6,372 | $30.2 萬 | 0.03% | −57−0.9% | 減碼 |
| Augustine Asset Management Inc | 6,385 | $30.3 萬 | 0.19% | −1,110−14.8% | 減碼 |
| Centennial Wealth Advisory LLC | 6,392 | $30.3 萬 | 0.17% | +2,219+53.2% | 加碼 |
| Country Club Bank | 6,400 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 6,402 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Mendel Money Management | 6,482 | $30.7 萬 | 0.18% | −145−2.2% | 減碼 |
| Occidental Asset Management, LLC | 6,467 | $30.7 萬 | 0.09% | 00.0% | 不變 |
| First Foundation Advisors | 6,487 | $30.8 萬 | 0.01% | −693−9.7% | 減碼 |
| Horizon Financial Services, LLC | 6,494 | $30.8 萬 | 0.24% | 00.0% | 不變 |
| H. L. Ormond & Company, LLC | 6,506 | $30.9 萬 | 0.50% | −1,019−13.5% | 減碼 |
| Jackson Square Capital, LLC | 6,542 | $31.0 萬 | 0.13% | −4,442−40.4% | 減碼 |
| TCWP LLC | 6,537 | $31.0 萬 | 0.07% | −629−8.8% | 減碼 |
| Benin Management CORP | 6,548 | $31.1 萬 | 0.12% | −30−0.5% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 6,559 | $31.1 萬 | 0.31% | +165+2.6% | 加碼 |
| Silver Oak Securities, Inc | 6,434 | $31.1 萬 | 0.07% | +314+5.1% | 加碼 |
| Hamilton Capital, LLC | 6,602 | $31.3 萬 | 0.02% | +555+9.2% | 加碼 |
| DRW Securities, LLC | 6,623 | $31.4 萬 | 0.08% | +6,623 | 新進 |
| Veracity Capital LLC | 6,631 | $31.5 萬 | 0.17% | +314+5.0% | 加碼 |
| TrueWealth Advisors, LLC | 6,636 | $31.5 萬 | 0.15% | +2,941+79.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,677 | $31.7 萬 | 0.05% | +2,414+56.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,710 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| Ellevest, Inc. | 6,725 | $31.9 萬 | 0.03% | −485−6.7% | 減碼 |
| 1620 Investment Advisors, Inc. | 6,736 | $31.9 萬 | 0.44% | +216+3.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,721 | $31.9 萬 | 0.07% | +497+8.0% | 加碼 |
| Carson Advisory Inc. | 6,754 | $32.0 萬 | 0.36% | +200+3.1% | 加碼 |
| Simplex Trading, LLC | 6,790 | $32.2 萬 | 0.01% | −30,798−81.9% | 減碼 |
| Ballew Advisors, Inc | 7,127 | $32.2 萬 | 0.29% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 6,800 | $32.3 萬 | 0.32% | −1,100−13.9% | 減碼 |
| Proficio Capital Partners LLC | 6,841 | $32.4 萬 | 0.06% | −2,853−29.4% | 減碼 |
| LMCG Investments, LLC | 6,843 | $32.5 萬 | 0.02% | −449−6.2% | 減碼 |
| Columbia Trust Co 01012016 | 6,849 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| Tobam | 6,867 | $32.6 萬 | 0.02% | +3,735+119.3% | 加碼 |
| ARGI Investment Services, LLC | 6,886 | $32.7 萬 | 0.01% | +1,741+33.8% | 加碼 |
| Lake Street Financial LLC | 6,954 | $33.0 萬 | 0.07% | −4,382−38.7% | 減碼 |
| Titleist Asset Management, Ltd. | 6,996 | $33.2 萬 | 0.08% | −354−4.8% | 減碼 |
| Aua Capital Management, LLC | 7,011 | $33.3 萬 | 0.19% | +26+0.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 7,058 | $33.5 萬 | 0.01% | +2,208+45.5% | 加碼 |
| Canton Hathaway, LLC | 7,081 | $33.6 萬 | 0.12% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 7,143 | $33.9 萬 | 0.16% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 7,145 | $33.9 萬 | 0.10% | 00.0% | 不變 |
| Montecito Bank & Trust | 7,196 | $34.1 萬 | 0.08% | −900−11.1% | 減碼 |
| Personal Capital Advisors Corp | 7,211 | $34.2 萬 | 0.00% | −1,173−14.0% | 減碼 |
| Family Legacy, Inc. | 7,245 | $34.2 萬 | 0.16% | 00.0% | 不變 |
| Western Wealth Management, LLC | 7,229 | $34.4 萬 | 0.02% | −5−0.1% | 減碼 |
| Signature Estate & Investment Advisors LLC | 7,272 | $34.5 萬 | 0.02% | −279−3.7% | 減碼 |
| Stony Point Wealth Management Inc. | 7,274 | $34.5 萬 | 0.23% | +382+5.5% | 加碼 |
| Smithfield Trust Co | 7,255 | $34.6 萬 | 0.02% | +10+0.1% | 加碼 |
| Washington Capital Management Inc | 7,321 | $34.7 萬 | 0.33% | 00.0% | 不變 |
| ACG Wealth | 7,356 | $34.9 萬 | 0.07% | +184+2.6% | 加碼 |
| Riverview Trust Co | 7,367 | $34.9 萬 | 0.30% | +1,252+20.5% | 加碼 |
| Valmark Advisers, Inc. | 7,385 | $35.0 萬 | 0.01% | −47−0.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,449 | $35.3 萬 | 0.03% | +7,449 | 新進 |
| Blueshift Asset Management, LLC | 7,479 | $35.5 萬 | 0.06% | −124,235−94.3% | 減碼 |