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。
2023 年第 1 季 13F 持有人
Truist Financial Corp 在 2023/3/31 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
- 1,399
- 較 2022 年第 4 季 −62 家
- 持有股數
- 9.73 億
- 較 2022 年第 4 季 −433.8 萬 (−0.4%)
- 總市值
- $331.2 億
- 較 2022 年第 4 季 −$89.6 億 (−21.3%)
- 新進機構
- 115
- 另有 662 家加碼
- 清倉機構
- 177
- 另有 469 家減碼
另有 30 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 4,405 | $15.0 萬 | 0.03% | −50−1.1% | 減碼 |
| Carderock Capital Management Inc | 4,537 | $15.5 萬 | 0.05% | +4,537 | 新進 |
| Glassman Wealth Services | 4,561 | $15.6 萬 | 0.03% | −29−0.6% | 減碼 |
| TD Waterhouse Canada Inc. | 4,606 | $15.6 萬 | 0.00% | +79+1.7% | 加碼 |
| Vigilant Capital Management, LLC | 4,613 | $15.7 萬 | 0.01% | −2,407−34.3% | 減碼 |
| Manchester Capital Management LLC | 4,628 | $15.8 萬 | 0.02% | +2,000+76.1% | 加碼 |
| Riverview Trust Co | 4,770 | $16.3 萬 | 0.15% | −123−2.5% | 減碼 |
| Kapitalo Investimentos Ltda | 4,893 | $16.7 萬 | 0.06% | +4,893 | 新進 |
| Exos TFP Holdings LLC | 4,971 | $17.0 萬 | 0.04% | +2,133+75.2% | 加碼 |
| Harbour Investments, Inc. | 4,979 | $17.0 萬 | 0.01% | −297−5.6% | 減碼 |
| Toth Financial Advisory Corp | 5,056 | $17.2 萬 | 0.03% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 5,118 | $17.5 萬 | 0.03% | +4,593+874.9% | 加碼 |
| Oakworth Capital, Inc. | 5,337 | $18.2 萬 | 0.02% | +301+6.0% | 加碼 |
| Hartford Financial Management Inc. | 5,468 | $18.6 萬 | 0.05% | −81−1.5% | 減碼 |
| Central Bank & Trust Co | 5,510 | $18.8 萬 | 0.03% | −163−2.9% | 減碼 |
| Cornerstone Management, Inc. | 5,521 | $18.8 萬 | 0.05% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 5,527 | $18.8 萬 | 0.04% | 00.0% | 不變 |
| Tompkins Financial Corp | 5,680 | $19.4 萬 | 0.03% | +2,600+84.4% | 加碼 |
| Roman Butler Fullerton & Co | 6,662 | $20.3 萬 | 0.10% | +6,662 | 新進 |
| Dakota Community Bank & Trust NA | 5,966 | $20.3 萬 | 1.26% | +1,411+31.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 5,999 | $20.5 萬 | 0.06% | −950−13.7% | 減碼 |
| AlphaMark Advisors, LLC | 6,010 | $20.5 萬 | 0.09% | +708+13.4% | 加碼 |
| Golden Green, Inc. | 6,012 | $20.5 萬 | 0.24% | +6,012 | 新進 |
| Gladstone Institutional Advisory LLC | 6,017 | $20.5 萬 | 0.01% | −67−1.1% | 減碼 |
| Washington Trust Bank | 6,045 | $20.6 萬 | 0.02% | +534+9.7% | 加碼 |
| Lindbrook Capital, LLC | 6,106 | $20.8 萬 | 0.02% | −1,516−19.9% | 減碼 |
| Western Wealth Management, LLC | 6,110 | $20.8 萬 | 0.02% | +11+0.2% | 加碼 |
| Capital Square, LLC | 6,364 | $20.8 萬 | 0.19% | +540+9.3% | 加碼 |
| RiverFront Investment Group, LLC | 6,113 | $20.8 萬 | 0.01% | +6,113 | 新進 |
| Aspire Private Capital, LLC | 6,120 | $20.9 萬 | 0.07% | +3,140+105.4% | 加碼 |
| Proequities, Inc. | 6,164 | $21.0 萬 | 0.02% | −4,331−41.3% | 減碼 |
| Wallace Advisory Group, LLC | 6,164 | $21.0 萬 | 0.16% | +6,164 | 新進 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $21.0 萬 | 0.10% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 6,180 | $21.1 萬 | 0.05% | −41−0.7% | 減碼 |
| Annapolis Financial Services, LLC | 6,215 | $21.2 萬 | 0.06% | 00.0% | 不變 |
| Veracity Capital LLC | 6,255 | $21.3 萬 | 0.10% | −263−4.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,273 | $21.4 萬 | 0.02% | −3,295−34.4% | 減碼 |
| TrueWealth Advisors, LLC | 6,294 | $21.5 萬 | 0.09% | −2,088−24.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 6,298 | $21.5 萬 | 0.00% | +301+5.0% | 加碼 |
| Horizon Financial Services, LLC | 6,305 | $21.5 萬 | 0.18% | −189−2.9% | 減碼 |
| Emfo, LLC | 6,315 | $21.5 萬 | 0.20% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,461 | $21.8 萬 | 0.01% | −1,754−21.4% | 減碼 |
| Empower Advisory Group, LLC | 6,582 | $21.8 萬 | 0.00% | +6,582 | 新進 |
| Abn Amro Investment Solutions | 6,443 | $22.0 萬 | 0.00% | +6,443 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 6,450 | $22.0 萬 | 0.18% | −458−6.6% | 減碼 |
| Sage Mountain Advisors LLC | 6,466 | $22.0 萬 | 0.04% | −520−7.4% | 減碼 |
| Stewardship Advisors, LLC | 6,475 | $22.1 萬 | 0.08% | +1,566+31.9% | 加碼 |
| Augustine Asset Management Inc | 6,477 | $22.1 萬 | 0.11% | +272+4.4% | 加碼 |
| CVA Family Office, LLC | 6,480 | $22.1 萬 | 0.05% | +2,095+47.8% | 加碼 |
| Johnson Financial Group, Inc. | 6,508 | $22.2 萬 | 0.02% | +2,646+68.5% | 加碼 |
| High Net Worth Advisory Group LLC | 6,516 | $22.2 萬 | 0.09% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 6,521 | $22.2 萬 | 0.05% | −1,030−13.6% | 減碼 |
| Baldwin Brothers Inc | 6,556 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 6,591 | $22.5 萬 | 0.00% | −7,227−52.3% | 減碼 |
| Bristlecone Advisors, LLC | 6,602 | $22.5 萬 | 0.02% | −647−8.9% | 減碼 |
| Parkside Financial Bank & Trust | 6,607 | $22.5 萬 | 0.06% | −146−2.2% | 減碼 |
| Romano Brothers and Company | 6,653 | $22.7 萬 | 0.04% | −510−7.1% | 減碼 |
| Mendel Money Management | 6,729 | $22.9 萬 | 0.12% | +35+0.5% | 加碼 |
| RSM US Wealth Management LLC | 6,729 | $22.9 萬 | 0.01% | +6,729 | 新進 |
| Community Bank & Trust, Waco, Texas | 6,747 | $23.0 萬 | 0.07% | +128+1.9% | 加碼 |
| Samalin Investment Counsel, LLC | 6,756 | $23.0 萬 | 0.14% | +1,423+26.7% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,776 | $23.1 萬 | 0.03% | +6,776 | 新進 |
| Aldebaran Financial Inc. | 6,780 | $23.1 萬 | 0.31% | +6,780 | 新進 |
| Vise Technologies, Inc. | 6,796 | $23.2 萬 | 0.06% | −1,453−17.6% | 減碼 |
| TD Ameritrade Investment Management, LLC | 6,804 | $23.2 萬 | 0.00% | −2,277−25.1% | 減碼 |
| Shayne & Co., LLC | 6,804 | $23.2 萬 | 0.13% | −4,380−39.2% | 減碼 |
| Rock Point Advisors, LLC | 6,850 | $23.4 萬 | 0.08% | −200−2.8% | 減碼 |
| Tobam | 6,867 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 6,891 | $23.5 萬 | 0.16% | −5,039−42.2% | 減碼 |
| Two Sigma Securities, LLC | 6,894 | $23.5 萬 | 0.02% | −3,347−32.7% | 減碼 |
| Acadian Asset Management LLC | 6,959 | $23.6 萬 | 0.00% | −21,536−75.6% | 減碼 |
| Parallel Advisors, LLC | 6,943 | $23.7 萬 | 0.01% | −680−8.9% | 減碼 |
| Levin Capital Strategies, L.P. | 7,000 | $23.9 萬 | 0.03% | +7,000 | 新進 |
| Black Maple Capital Management LP | 7,000 | $23.9 萬 | 0.30% | +7,000 | 新進 |
| New Republic Capital, LLC | 7,011 | $23.9 萬 | 0.18% | +2,141+44.0% | 加碼 |
| Meridian Financial Partners LLC | 7,101 | $24.0 萬 | 0.27% | +536+8.2% | 加碼 |
| Naples Global Advisors, LLC | 7,043 | $24.0 萬 | 0.03% | −708−9.1% | 減碼 |
| Calton & Associates, Inc. | 7,056 | $24.1 萬 | 0.11% | −833−10.6% | 減碼 |
| Occidental Asset Management, LLC | 7,067 | $24.1 萬 | 0.06% | −250−3.4% | 減碼 |
| Eudaimonia Partners, LLC | 7,072 | $24.1 萬 | 0.06% | −903−11.3% | 減碼 |
| Horizon Investments, LLC | 7,208 | $24.1 萬 | 0.01% | −18,281−71.7% | 減碼 |
| Lafayette Investments, Inc. | 7,145 | $24.4 萬 | 0.07% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,150 | $24.4 萬 | 0.01% | −6,443−47.4% | 減碼 |
| Kingfisher Capital LLC | 7,168 | $24.4 萬 | 0.06% | −826−10.3% | 減碼 |
| Centiva Capital, LP | 7,169 | $24.4 萬 | 0.01% | −28,144−79.7% | 減碼 |
| Fortress Wealth Group, LLC | 7,171 | $24.5 萬 | 0.18% | −4,371−37.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,190 | $24.5 萬 | 0.00% | −823−10.3% | 減碼 |
| Day & Ennis, LLC | 7,214 | $24.6 萬 | 0.09% | −237−3.2% | 減碼 |
| Family Legacy, Inc. | 7,235 | $24.7 萬 | 0.11% | +555+8.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,288 | $24.9 萬 | 0.02% | +223+3.2% | 加碼 |
| Morris Financial Concepts, Inc. | 7,294 | $24.9 萬 | 0.18% | +2,541+53.5% | 加碼 |
| Keudell/Morrison Wealth Management | 7,300 | $24.9 萬 | 0.07% | +1,041+16.6% | 加碼 |
| Washington Capital Management Inc | 7,321 | $25.0 萬 | 0.22% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 7,335 | $25.0 萬 | 0.30% | +208+2.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,379 | $25.2 萬 | 0.02% | +1,024+16.1% | 加碼 |
| Davis R M Inc | 7,390 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 7,398 | $25.2 萬 | 0.01% | +13+0.2% | 加碼 |
| Quadrant Capital Group LLC | 7,406 | $25.3 萬 | 0.03% | −810−9.9% | 減碼 |
| Taylor Hoffman Wealth Management | 7,475 | $25.5 萬 | 0.14% | +1,415+23.3% | 加碼 |
| Formidable Asset Management, LLC | 7,635 | $25.5 萬 | 0.05% | +828+12.2% | 加碼 |