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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 23,593 | $114.4 萬 | 0.36% | −1,806−7.1% | 減碼 |
| True North Advisors, LLC | 23,823 | $112.9 萬 | 0.35% | −3,228−11.9% | 減碼 |
| Berkeley Capital Partners, LLC | 23,792 | $112.8 萬 | 0.47% | +5,560+30.5% | 加碼 |
| Csenge Advisory Group | 23,610 | $112.0 萬 | 0.09% | +2,663+12.7% | 加碼 |
| Spire Wealth Management | 23,495 | $111.4 萬 | 0.05% | −13,634−36.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 23,487 | $111.4 萬 | 0.13% | +100+0.4% | 加碼 |
| Sawtooth Solutions, LLC | 23,378 | $110.9 萬 | 0.14% | +4,043+20.9% | 加碼 |
| Certified Advisory Corp | 23,185 | $110.0 萬 | 0.25% | −484−2.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,129 | $109.7 萬 | 0.08% | +323+1.4% | 加碼 |
| Norris Financial Group, LLC | 22,993 | $109.1 萬 | 0.88% | +22,993 | 新進 |
| Wealthspire Advisors, LLC | 22,850 | $108.4 萬 | 0.02% | −649−2.8% | 減碼 |
| Metis Global Partners, LLC | 22,810 | $108.2 萬 | 0.17% | +1,721+8.2% | 加碼 |
| Widmann Financial Services, Inc. | 22,625 | $107.3 萬 | 1.11% | +453+2.0% | 加碼 |
| Voya Financial Advisors, Inc. | 22,593 | $107.1 萬 | 0.13% | +4,699+26.3% | 加碼 |
| EP Wealth Advisors, LLC | 22,524 | $106.8 萬 | 0.02% | +2,689+13.6% | 加碼 |
| Vontobel Holding Ltd. | 22,367 | $106.1 萬 | 0.01% | −584−2.5% | 減碼 |
| Allworth Financial LP | 22,297 | $105.8 萬 | 0.01% | +19,447+682.4% | 加碼 |
| Loudon Investment Management, LLC | 22,271 | $105.6 萬 | 0.79% | +9,645+76.4% | 加碼 |
| Aprio Wealth Management, LLC | 22,223 | $105.4 萬 | 0.42% | +180+0.8% | 加碼 |
| American Trust | 22,197 | $105.3 萬 | 0.09% | −2,220−9.1% | 減碼 |
| Veriti Management LLC | 21,993 | $104.3 萬 | 0.15% | −3,084−12.3% | 減碼 |
| Searle & Co. | 21,935 | $104.0 萬 | 0.41% | −115−0.5% | 減碼 |
| V Wealth Advisors LLC | 21,771 | $103.2 萬 | 0.19% | +11,634+114.8% | 加碼 |
| Balentine LLC | 21,714 | $103.0 萬 | 0.04% | −9,446−30.3% | 減碼 |
| Nicolet Bankshares Inc | 21,735 | $103.0 萬 | 0.27% | +2,678+14.1% | 加碼 |
| LSV Asset Management | 21,700 | $102.9 萬 | 0.00% | 00.0% | 不變 |
| Shepherd Kaplan Krochuk, LLC | 21,637 | $102.6 萬 | 0.45% | +2,403+12.5% | 加碼 |
| GoalVest Advisory LLC | 21,088 | $102.6 萬 | 0.65% | +21,074+150,528.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 21,529 | $102.1 萬 | 0.34% | −481−2.2% | 減碼 |
| National Asset Management, Inc. | 21,419 | $101.8 萬 | 0.04% | −7,396−25.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 21,469 | $101.8 萬 | 0.09% | +200+0.9% | 加碼 |
| Clearstead Advisors, LLC | 21,305 | $101.0 萬 | 0.08% | −915−4.1% | 減碼 |
| Laurel Wealth Advisors, Inc. | 21,268 | $100.9 萬 | 0.10% | −860−3.9% | 減碼 |
| BHK Investment Advisors, LLC | 21,237 | $100.7 萬 | 0.45% | +4,650+28.0% | 加碼 |
| Atticus Wealth Management, LLC | 21,163 | $100.4 萬 | 0.42% | −346−1.6% | 減碼 |
| Simmons Bank | 20,959 | $99.4 萬 | 0.09% | 00.0% | 不變 |
| Summit Financial Group Inc | 20,914 | $99.2 萬 | 0.38% | 00.0% | 不變 |
| Mutual Advisors, LLC | 20,799 | $98.6 萬 | 0.07% | −1,082−4.9% | 減碼 |
| Jacobi Capital Management LLC | 20,727 | $98.3 萬 | 0.13% | +646+3.2% | 加碼 |
| Industrial Alliance Investment Management Inc. | 20,706 | $98.2 萬 | 0.03% | −1,288−5.9% | 減碼 |
| Shepherd Financial Partners LLC | 20,642 | $97.9 萬 | 0.19% | +2,192+11.9% | 加碼 |
| Woodmont Investment Counsel LLC | 20,506 | $97.3 萬 | 0.12% | +560+2.8% | 加碼 |
| GW Henssler & Associates Ltd | 20,444 | $97.0 萬 | 0.07% | −578,493−96.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,400 | $96.8 萬 | 0.01% | +20,400 | 新進 |
| Greenspring Advisors, LLC | 20,358 | $96.6 萬 | 0.28% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,345 | $96.5 萬 | 0.51% | −1,350−6.2% | 減碼 |
| Taylor Hoffman Wealth Management | 19,992 | $96.4 萬 | 0.47% | +60.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 20,225 | $95.9 萬 | 0.24% | +224+1.1% | 加碼 |
| MAS Advisors LLC | 20,178 | $95.7 萬 | 0.87% | −88−0.4% | 減碼 |
| OmniStar Financial Group, Inc. | 20,131 | $95.4 萬 | 1.06% | +53+0.3% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,743 | $93.8 萬 | 0.20% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 19,724 | $93.6 萬 | 0.33% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 19,597 | $93.0 萬 | 0.27% | +8,456+75.9% | 加碼 |
| Sheets Smith Wealth Management | 19,534 | $92.6 萬 | 0.15% | −477−2.4% | 減碼 |
| Pitcairn Co | 19,390 | $92.0 萬 | 0.10% | −748−3.7% | 減碼 |
| Bank Ozk | 19,336 | $91.7 萬 | 0.46% | +103+0.5% | 加碼 |
| Boston Trust Walden Corp | 19,312 | $91.6 萬 | 0.01% | +33+0.2% | 加碼 |
| Meridian Wealth Management, LLC | 19,274 | $91.4 萬 | 0.07% | −3,998−17.2% | 減碼 |
| Investment Management of Virginia LLC | 19,179 | $91.0 萬 | 0.19% | −520−2.6% | 減碼 |
| West Paces Advisors Inc. | 19,173 | $90.9 萬 | 0.31% | −1,244−6.1% | 減碼 |
| Franklin Street Advisors Inc | 19,107 | $90.6 萬 | 0.09% | −155−0.8% | 減碼 |
| Inverness Counsel LLC | 19,012 | $90.2 萬 | 0.05% | −4,365−18.7% | 減碼 |
| Paradigm Asset Management Co LLC | 18,733 | $88.9 萬 | 0.27% | 00.0% | 不變 |
| Copeland Capital Management, LLC | 18,720 | $88.8 萬 | 0.03% | −815−4.2% | 減碼 |
| Brookstone Capital Management | 18,585 | $88.7 萬 | 0.02% | −186−1.0% | 減碼 |
| CSS LLC | 18,618 | $88.3 萬 | 0.04% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 18,589 | $88.2 萬 | 0.31% | +1,801+10.7% | 加碼 |
| Novare Capital Management LLC | 18,552 | $88.0 萬 | 0.11% | +200+1.1% | 加碼 |
| Resources Investment Advisors, LLC. | 18,465 | $87.6 萬 | 0.04% | +586+3.3% | 加碼 |
| Valeo Financial Advisors, LLC | 18,245 | $86.5 萬 | 0.05% | −8,405−31.5% | 減碼 |
| Leisure Capital Management | 18,090 | $85.8 萬 | 0.45% | +463+2.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 18,089 | $85.8 萬 | 0.02% | +564+3.2% | 加碼 |
| Lido Advisors, LLC | 18,036 | $85.5 萬 | 0.02% | +516+2.9% | 加碼 |
| Lakeview Capital Partners, LLC | 17,795 | $84.4 萬 | 0.49% | −200−1.1% | 減碼 |
| Canal Capital Management, LLC | 17,711 | $84.0 萬 | 0.25% | +381+2.2% | 加碼 |
| Marcum Wealth, LLC | 17,542 | $83.2 萬 | 0.12% | +503+3.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 17,498 | $83.0 萬 | 0.21% | +1,718+10.9% | 加碼 |
| Texas Yale Capital Corp. | 17,475 | $82.9 萬 | 0.05% | −520−2.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 17,477 | $82.9 萬 | 0.07% | +2,008+13.0% | 加碼 |
| Greenleaf Trust | 17,385 | $82.5 萬 | 0.01% | +1,285+8.0% | 加碼 |
| Cigna Investments Inc | 17,265 | $81.9 萬 | 0.16% | −6,235−26.5% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 17,151 | $81.3 萬 | 1.00% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 16,110 | $81.3 萬 | 0.08% | +4,346+36.9% | 加碼 |
| HighPoint Advisor Group LLC | 17,061 | $81.3 萬 | 0.09% | +17,061 | 新進 |
| Modera Wealth Management, LLC | 17,086 | $81.0 萬 | 0.04% | −203−1.2% | 減碼 |
| Fiduciary Group LLC | 15,848 | $80.9 萬 | 0.10% | −767−4.6% | 減碼 |
| Gabelli Funds LLC | 17,000 | $80.6 萬 | 0.01% | 00.0% | 不變 |
| Ramiah Investment Group | 16,967 | $80.5 萬 | 0.66% | +1,279+8.2% | 加碼 |
| Trustcore Financial Services, LLC | 16,937 | $80.3 萬 | 0.07% | +10+0.1% | 加碼 |
| FLC Capital Advisors | 16,777 | $79.6 萬 | 0.27% | −500−2.9% | 減碼 |
| Fort Sheridan Advisors LLC | 16,751 | $79.4 萬 | 0.26% | +1,779+11.9% | 加碼 |
| Wedbush Securities Inc | 16,697 | $79.2 萬 | 0.04% | −2,350−12.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 16,660 | $79.0 萬 | 0.03% | −369−2.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,594 | $78.7 萬 | 0.14% | −582−3.4% | 減碼 |
| Ieq Capital, LLC | 16,361 | $77.6 萬 | 0.02% | −7,881−32.5% | 減碼 |
| Marks Group Wealth Management, Inc | 16,332 | $77.5 萬 | 0.11% | +3,580+28.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 16,254 | $77.1 萬 | 0.25% | −642−3.8% | 減碼 |
| Mirova | 16,184 | $76.7 萬 | 0.11% | −4,412−21.4% | 減碼 |
| Longfellow Investment Management Co LLC | 15,939 | $75.6 萬 | 0.16% | +7,156+81.5% | 加碼 |
| Private Trust Co NA | 15,720 | $74.6 萬 | 0.12% | +40.0% | 加碼 |