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 3 季 13F 持有人
Truist Financial Corp 在 2022/9/30 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
- 1,427
- 較 2022 年第 2 季 −3 家
- 持有股數
- 9.77 億
- 較 2022 年第 2 季 −213.4 萬 (−0.2%)
- 總市值
- $425.9 億
- 較 2022 年第 2 季 −$38.4 億 (−8.3%)
- 新進機構
- 95
- 另有 630 家加碼
- 清倉機構
- 98
- 另有 488 家減碼
另有 19 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 11,365 | $49.5 萬 | 0.70% | +2,020+21.6% | 加碼 |
| Eagle Global Advisors LLC | 11,392 | $49.6 萬 | 0.04% | −240,812−95.5% | 減碼 |
| Intrua Financial, LLC | 11,421 | $49.7 萬 | 0.13% | −614−5.1% | 減碼 |
| Grant/GrossMendelsohn, LLC | 11,372 | $49.8 萬 | 0.27% | +1,664+17.1% | 加碼 |
| Dowling & Yahnke LLC | 11,459 | $49.9 萬 | 0.02% | −537−4.5% | 減碼 |
| Heron Financial Group, LLC | 11,483 | $50.0 萬 | 0.31% | 00.0% | 不變 |
| Asset Dedication, LLC | 11,467 | $50.1 萬 | 0.06% | −29−0.3% | 減碼 |
| Cypress Capital Group | 11,560 | $50.4 萬 | 0.08% | −262−2.2% | 減碼 |
| Radnor Capital Management, LLC | 11,631 | $50.6 萬 | 0.15% | 00.0% | 不變 |
| Sculati Wealth Management, LLC | 11,659 | $50.8 萬 | 0.30% | 00.0% | 不變 |
| ForthRight Wealth Management, LLC | 11,689 | $50.9 萬 | 0.30% | −1,073−8.4% | 減碼 |
| Farmers Trust Co | 11,686 | $50.9 萬 | 0.13% | −163−1.4% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 11,722 | $51.0 萬 | 0.04% | −736−5.9% | 減碼 |
| Penserra Capital Management LLC | 11,747 | $51.0 萬 | 0.01% | −681−5.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 11,778 | $51.3 萬 | 0.01% | −471−3.8% | 減碼 |
| Bartlett & Co. LLC | 11,778 | $51.3 萬 | 0.01% | −471−3.8% | 減碼 |
| Stone Point Wealth LLC | 11,782 | $51.3 萬 | 0.32% | −100−0.8% | 減碼 |
| Forbes Financial Planning, Inc. | 11,800 | $51.4 萬 | 0.75% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 11,864 | $51.7 萬 | 0.18% | 00.0% | 不變 |
| NBT Bank N A | 11,894 | $51.8 萬 | 0.08% | +104+0.9% | 加碼 |
| Ogorek Anthony Joseph | 11,957 | $52.0 萬 | 0.25% | +129+1.1% | 加碼 |
| Rede Wealth, LLC | 11,991 | $52.2 萬 | 0.31% | +50.0% | 加碼 |
| EPG Wealth Management LLC | 12,006 | $52.3 萬 | 0.21% | +4,041+50.7% | 加碼 |
| Lumature Wealth Partners, LLC | 12,025 | $52.4 萬 | 0.28% | −51−0.4% | 減碼 |
| Blue Chip Partners, Inc. | 12,115 | $52.7 萬 | 0.07% | −13,886−53.4% | 減碼 |
| Sugarloaf Wealth Management, LLC | 12,108 | $52.8 萬 | 0.14% | +1,949+19.2% | 加碼 |
| TD Ameritrade Investment Management, LLC | 12,203 | $53.1 萬 | 0.01% | −2,999−19.7% | 減碼 |
| Essex Financial Services, Inc. | 12,229 | $53.2 萬 | 0.06% | +2,529+26.1% | 加碼 |
| Fortress Wealth Group, LLC | 12,253 | $53.3 萬 | 0.40% | +77+0.6% | 加碼 |
| ETF Managers Group, LLC | 12,259 | $53.4 萬 | 0.02% | +643+5.5% | 加碼 |
| Ritholtz Wealth Management | 12,295 | $53.5 萬 | 0.03% | +7,672+166.0% | 加碼 |
| Rehmann Capital Advisory Group | 12,374 | $53.9 萬 | 0.06% | −412−3.2% | 減碼 |
| Successful Portfolios LLC | 12,380 | $53.9 萬 | 0.39% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 12,391 | $53.9 萬 | 0.24% | +7+0.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 12,405 | $54.0 萬 | 0.03% | −102−0.8% | 減碼 |
| Tradewinds, LLC. | 12,395 | $54.0 萬 | 0.39% | +149+1.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 12,414 | $54.1 萬 | 0.13% | +544+4.6% | 加碼 |
| Savant Capital, LLC | 12,446 | $54.2 萬 | 0.02% | −888−6.7% | 減碼 |
| NorthRock Partners, LLC | 12,503 | $54.4 萬 | 0.06% | −265−2.1% | 減碼 |
| Eads & Heald Wealth Management | 12,578 | $54.8 萬 | 0.31% | +2,604+26.1% | 加碼 |
| Koshinski Asset Management, Inc. | 12,625 | $55.0 萬 | 0.07% | +542+4.5% | 加碼 |
| Winton Group Ltd | 12,685 | $55.2 萬 | 0.04% | −12,573−49.8% | 減碼 |
| Integrated Wealth Concepts LLC | 12,708 | $55.3 萬 | 0.02% | −476−3.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 12,775 | $55.5 萬 | 0.13% | −4,723−27.0% | 減碼 |
| Fund Management at Engine No. 1 LLC | 12,755 | $55.5 萬 | 0.16% | −688−5.1% | 減碼 |
| First Farmers & Merchants Bank / Trust | 12,824 | $55.8 萬 | 0.74% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 12,919 | $56.3 萬 | 0.04% | +3,375+35.4% | 加碼 |
| Allen Investment Management LLC | 12,950 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,950 | $56.4 萬 | 0.02% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,059 | $56.9 萬 | 0.03% | +13,059 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $57.1 萬 | 0.25% | 00.0% | 不變 |
| Western Wealth Management, LLC | 13,136 | $57.1 萬 | 0.03% | +5,907+81.7% | 加碼 |
| Engineers Gate Manager LP | 13,190 | $57.4 萬 | 0.04% | +13,190 | 新進 |
| Lindenwold Advisors | 13,232 | $57.6 萬 | 0.43% | −30.0% | 減碼 |
| Equitable Holdings, Inc. | 13,282 | $57.8 萬 | 0.01% | +366+2.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 13,269 | $57.8 萬 | 0.04% | +375+2.9% | 加碼 |
| HNP Capital LLC | 13,423 | $58.4 萬 | 0.17% | −13,138−49.5% | 減碼 |
| Schechter Investment Advisors, LLC | 13,443 | $58.5 萬 | 0.06% | −508−3.6% | 減碼 |
| Colonial River Wealth Management, LLC | 13,442 | $58.5 萬 | 0.41% | −301−2.2% | 減碼 |
| WBH Advisory Inc | 13,452 | $58.6 萬 | 0.08% | +102+0.8% | 加碼 |
| Opus Capital Group, LLC | 13,473 | $58.7 萬 | 0.13% | +823+6.5% | 加碼 |
| Wrapmanager Inc | 13,503 | $58.8 萬 | 0.20% | +3,523+35.3% | 加碼 |
| Denali Advisors LLC | 13,600 | $59.2 萬 | 0.28% | −600−4.2% | 減碼 |
| Northwest Bancshares, Inc. | 13,630 | $59.3 萬 | 0.14% | −180−1.3% | 減碼 |
| Merit Financial Group, LLC | 13,618 | $59.3 萬 | 0.03% | +7,330+116.6% | 加碼 |
| Citizens Financial Group Inc | 13,723 | $59.8 萬 | 0.03% | +40+0.3% | 加碼 |
| Hancock Whitney Corp | 13,764 | $59.9 萬 | 0.03% | −12,559−47.7% | 減碼 |
| Abundance Wealth Counselors | 13,838 | $60.3 萬 | 0.17% | +305+2.3% | 加碼 |
| Warren Averett Asset Management, LLC | 13,842 | $60.3 萬 | 0.04% | +13,842 | 新進 |
| S&CO Inc | 13,894 | $60.4 萬 | 0.05% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 13,931 | $60.7 萬 | 0.27% | −64−0.5% | 減碼 |
| Altus Wealth Group LLC | 10,379 | $60.9 萬 | 0.61% | 00.0% | 不變 |
| ProVise Management Group, LLC | 13,989 | $60.9 萬 | 0.07% | +4,898+53.9% | 加碼 |
| Fisher Asset Management, LLC | 14,012 | $61.0 萬 | 0.00% | +818+6.2% | 加碼 |
| Mayfair Advisory Group, LLC | 13,659 | $61.1 萬 | 0.86% | −398−2.8% | 減碼 |
| Parallel Advisors, LLC | 14,049 | $61.2 萬 | 0.03% | −1,562−10.0% | 減碼 |
| Virtus ETF Advisers LLC | 14,053 | $61.2 萬 | 0.24% | +14,053 | 新進 |
| Greenleaf Trust | 14,108 | $61.4 萬 | 0.01% | −3,277−18.8% | 減碼 |
| Community Trust & Investment Co | 14,175 | $61.7 萬 | 0.06% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 14,251 | $62.0 萬 | 0.04% | +14,251 | 新進 |
| Eudaimonia Partners, LLC | 14,260 | $62.1 萬 | 0.16% | −65,593−82.1% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 14,267 | $62.1 萬 | 0.60% | +775+5.7% | 加碼 |
| Clarius Group, LLC | 14,341 | $62.4 萬 | 0.06% | +322+2.3% | 加碼 |
| Grove Bank & Trust | 14,347 | $62.5 萬 | 0.15% | +3,519+32.5% | 加碼 |
| Reuter James Wealth Management, LLC | 14,394 | $62.7 萬 | 0.43% | 00.0% | 不變 |
| Forum Financial Management, LP | 14,428 | $62.8 萬 | 0.03% | −53,075−78.6% | 減碼 |
| Lake Street Advisors Group, LLC | 14,486 | $63.1 萬 | 0.05% | +1,140+8.5% | 加碼 |
| Lebenthal Global Advisors, LLC | 14,538 | $63.2 萬 | 0.29% | 00.0% | 不變 |
| Montag & Caldwell, LLC | 14,562 | $63.4 萬 | 0.09% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 14,585 | $63.5 萬 | 0.06% | +7,037+93.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,613 | $63.6 萬 | 0.37% | +6,882+89.0% | 加碼 |
| City Holding Co | 14,690 | $64.0 萬 | 0.13% | −570−3.7% | 減碼 |
| Toroso Investments, LLC | 14,760 | $64.3 萬 | 0.03% | +994+7.2% | 加碼 |
| Modera Wealth Management, LLC | 14,815 | $64.5 萬 | 0.03% | −2,271−13.3% | 減碼 |
| Westhampton Capital, LLC | 14,872 | $64.8 萬 | 0.49% | 00.0% | 不變 |
| Trust Asset Management LLC | 15,053 | $65.5 萬 | 0.09% | +1,030+7.3% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,083 | $65.7 萬 | 0.46% | −70−0.5% | 減碼 |
| StoneX Group Inc. | 15,097 | $65.7 萬 | 0.09% | +3,849+34.2% | 加碼 |
| Infrastructure Capital Advisors, LLC | 15,104 | $65.8 萬 | 0.14% | +15,104 | 新進 |
| Vectors Research Management, LLC | 15,143 | $65.9 萬 | 0.19% | −14,208−48.4% | 減碼 |