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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 7,481 | $25.5 萬 | 0.02% | −858−10.3% | 減碼 |
| Empowered Funds, LLC | 7,493 | $25.6 萬 | 0.02% | +1,970+35.7% | 加碼 |
| Eads & Heald Wealth Management | 7,496 | $25.6 萬 | 0.13% | −6,144−45.0% | 減碼 |
| Cape Cod Five Cents Savings Bank | 7,548 | $25.7 萬 | 0.03% | −6,429−46.0% | 減碼 |
| Gateway Investment Advisers LLC | 7,598 | $25.9 萬 | 0.00% | −318−4.0% | 減碼 |
| Wedmont Private Capital | 7,820 | $25.9 萬 | 0.03% | +7,820 | 新進 |
| Madison Wealth Management | 7,629 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 7,637 | $26.0 萬 | 0.04% | +68+0.9% | 加碼 |
| Silver Oak Securities, Inc | 7,644 | $26.1 萬 | 0.04% | +703+10.1% | 加碼 |
| First Manhattan Co | 7,658 | $26.1 萬 | 0.00% | −35,171−82.1% | 減碼 |
| Systematic Financial Management LP | 7,659 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Advisory Alpha, LLC | 7,670 | $26.2 萬 | 0.02% | −80−1.0% | 減碼 |
| Cypress Wealth Services, LLC | 7,676 | $26.2 萬 | 0.08% | −654−7.9% | 減碼 |
| RFP Financial Group LLC | 7,697 | $26.2 萬 | 0.30% | −26,454−77.5% | 減碼 |
| Gemmer Asset Management LLC | 7,840 | $26.7 萬 | 0.04% | +98+1.3% | 加碼 |
| Power Corp of Canada | 8,176 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Merit Financial Group, LLC | 7,953 | $27.1 萬 | 0.01% | −3,257−29.1% | 減碼 |
| Busey Wealth Management | 7,957 | $27.1 萬 | 0.01% | −2,048−20.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,987 | $27.2 萬 | 0.00% | −31,135−79.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Hennessy Advisors Inc | 8,000 | $27.3 萬 | 0.02% | +8,000 | 新進 |
| Cito Capital Group, LLC | 8,000 | $27.3 萬 | 0.14% | +8,000 | 新進 |
| Wagner Wealth Management, LLC | 8,019 | $27.3 萬 | 0.12% | +18+0.2% | 加碼 |
| Kovack Advisors, Inc. | 8,023 | $27.4 萬 | 0.04% | −919−10.3% | 減碼 |
| Centennial Wealth Advisory LLC | 8,059 | $27.5 萬 | 0.15% | +8,059 | 新進 |
| 1832 Asset Management L.P. | 8,155 | $27.8 萬 | 0.00% | −132,720−94.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,226 | $28.0 萬 | 0.01% | +1,356+19.7% | 加碼 |
| NewSquare Capital LLC | 8,240 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 8,249 | $28.1 萬 | 0.05% | −24−0.3% | 減碼 |
| Peachtree Investment Partners, LLC | 8,298 | $28.3 萬 | 0.18% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 8,317 | $28.4 萬 | 0.03% | +8,317 | 新進 |
| Renasant Bank | 8,354 | $28.5 萬 | 0.22% | +451+5.7% | 加碼 |
| Nwam LLC | 8,377 | $28.6 萬 | 0.03% | −707−7.8% | 減碼 |
| Enterprise Financial Services Corp | 8,452 | $28.8 萬 | 0.19% | −868−9.3% | 減碼 |
| Fortis Advisors, LLC | 8,456 | $28.8 萬 | 0.19% | +8+0.1% | 加碼 |
| Canton Hathaway, LLC | 8,516 | $29.0 萬 | 0.10% | +2,000+30.7% | 加碼 |
| Birmingham Capital Management Co Inc | 8,544 | $29.1 萬 | 0.12% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,614 | $29.4 萬 | 0.11% | +460+5.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,675 | $29.6 萬 | 0.03% | −886−9.3% | 減碼 |
| Chicago Trust Co NA | 8,689 | $29.6 萬 | 0.07% | −1,187−12.0% | 減碼 |
| Mill Capital Management, LLC | 8,719 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| MAI Capital Management | 8,756 | $29.9 萬 | 0.00% | −2,450−21.9% | 減碼 |
| Wealthfront Advisers LLC | 8,782 | $29.9 萬 | 0.00% | −86,502−90.8% | 減碼 |
| Perigon Wealth Management, LLC | 8,786 | $30.0 萬 | 0.02% | +696+8.6% | 加碼 |
| Private Capital Management, LLC | 8,800 | $30.0 萬 | 0.04% | +300+3.5% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 8,842 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Conning Inc. | 8,845 | $30.2 萬 | 0.01% | −65−0.7% | 減碼 |
| Pinnacle Holdings, LLC | 8,867 | $30.2 萬 | 0.14% | +1,724+24.1% | 加碼 |
| Sentry Investment Management LLC | 8,899 | $30.3 萬 | 0.12% | +4,187+88.9% | 加碼 |
| Evermay Wealth Management LLC | 8,895 | $30.3 萬 | 0.06% | −1,378−13.4% | 減碼 |
| Northern Financial Advisors Inc | 8,895 | $30.3 萬 | 0.29% | −613−6.4% | 減碼 |
| Curi Capital | 8,949 | $30.5 萬 | 0.04% | −35,284−79.8% | 減碼 |
| Rollins Financial | 9,051 | $30.9 萬 | 0.10% | +622+7.4% | 加碼 |
| Hayek Kallen Investment Management | 9,047 | $30.9 萬 | 0.14% | 00.0% | 不變 |
| Parthenon LLC | 9,112 | $31.1 萬 | 0.05% | 00.0% | 不變 |
| Heron Financial Group, LLC | 9,128 | $31.1 萬 | 0.17% | +9,128 | 新進 |
| Thrive Capital Management, LLC | 9,206 | $31.2 萬 | 0.20% | +1,566+20.5% | 加碼 |
| KC Investment Advisors, LLC | 9,141 | $31.2 萬 | 0.29% | +1,139+14.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 9,159 | $31.2 萬 | 0.05% | +609+7.1% | 加碼 |
| Sigma Planning Corp | 9,178 | $31.3 萬 | 0.01% | +881+10.6% | 加碼 |
| Alpha Financial Partners, LLC | 9,211 | $31.4 萬 | 0.35% | +9,211 | 新進 |
| Alliance Wealth Advisors, LLC | 9,215 | $31.4 萬 | 0.24% | +1,371+17.5% | 加碼 |
| Fiducient Advisors LLC | 9,242 | $31.5 萬 | 0.10% | +31+0.3% | 加碼 |
| NFP Retirement, Inc. | 9,308 | $31.7 萬 | 0.06% | +8+0.1% | 加碼 |
| RMR Wealth Builders | 9,325 | $31.8 萬 | 0.06% | 00.0% | 不變 |
| Everett Harris & Co | 9,351 | $31.9 萬 | 0.01% | 00.0% | 不變 |
| Ferguson Shapiro LLC | 9,355 | $31.9 萬 | 0.27% | 00.0% | 不變 |
| Peoples Bank | 9,417 | $32.1 萬 | 0.21% | −200−2.1% | 減碼 |
| Southeast Asset Advisors Inc. | 9,446 | $32.2 萬 | 0.05% | +30.0% | 加碼 |
| Summit Asset Management, LLC | 9,448 | $32.2 萬 | 0.09% | −89−0.9% | 減碼 |
| Shelton Capital Management | 9,505 | $32.4 萬 | 0.01% | +1,034+12.2% | 加碼 |
| Essex Savings Bank | 9,509 | $32.4 萬 | 0.11% | −440−4.4% | 減碼 |
| Insigneo Advisory Services, LLC | 9,540 | $32.5 萬 | 0.10% | +2,890+43.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,571 | $32.6 萬 | 0.04% | −1,500−13.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,593 | $32.7 萬 | 0.10% | +1,875+24.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 9,623 | $32.8 萬 | 0.13% | +812+9.2% | 加碼 |
| BDO Wealth Advisors, LLC | 9,630 | $32.8 萬 | 0.04% | −558−5.5% | 減碼 |
| Gratus Capital LLC | 9,633 | $32.8 萬 | 0.03% | −111−1.1% | 減碼 |
| David Loasby | 10,039 | $32.9 萬 | 0.04% | +4,001+66.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 9,667 | $33.0 萬 | 0.24% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 9,707 | $33.1 萬 | 0.09% | +1,926+24.8% | 加碼 |
| V Wealth Advisors LLC | 9,713 | $33.1 萬 | 0.06% | −656−6.3% | 減碼 |
| 1st Source Bank | 9,724 | $33.2 萬 | 0.02% | −456−4.5% | 減碼 |
| Canandaigua National Bank & Trust Co | 9,761 | $33.3 萬 | 0.06% | +9,761 | 新進 |
| Evercore Wealth Management, LLC | 9,794 | $33.4 萬 | 0.01% | +4,031+69.9% | 加碼 |
| Grey Street Capital, LLC | 9,800 | $33.4 萬 | 0.24% | +9,800 | 新進 |
| Hudson Valley Investment Advisors Inc | 9,875 | $33.7 萬 | 0.05% | −690−6.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 9,918 | $33.8 萬 | 0.08% | −250−2.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,942 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| American Assets Inc | 10,000 | $34.1 萬 | 0.16% | 00.0% | 不變 |
| AM Squared Ltd | 10,000 | $34.1 萬 | 0.26% | +600+6.4% | 加碼 |
| Chiron Capital Management, LLC | 10,000 | $34.1 萬 | 0.24% | +3,800+61.3% | 加碼 |
| Venator Management LLC | 10,000 | $34.1 萬 | 0.14% | +10,000 | 新進 |
| Hancock Whitney Corp | 10,084 | $34.2 萬 | 0.01% | +654+6.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 10,064 | $34.3 萬 | 0.03% | −3,511−25.9% | 減碼 |
| First Commonwealth Financial Corp | 10,080 | $34.4 萬 | 0.12% | −813−7.5% | 減碼 |
| Strategic Blueprint, LLC | 10,117 | $34.5 萬 | 0.04% | −2,338−18.8% | 減碼 |
| Berkshire Asset Management LLC | 10,212 | $34.8 萬 | 0.02% | +10,212 | 新進 |
| Beacon Investment Advisors LLC | 10,237 | $34.9 萬 | 0.25% | +11+0.1% | 加碼 |
| Symmetry Partners, LLC | 10,267 | $35.0 萬 | 0.02% | 00.0% | 不變 |