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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 10,270 | $35.0 萬 | 0.16% | +307+3.1% | 加碼 |
| Verum Partners LLC | 10,286 | $35.1 萬 | 0.37% | −1,339−11.5% | 減碼 |
| Capital City Trust Co | 10,303 | $35.1 萬 | 0.11% | +1,128+12.3% | 加碼 |
| Continuum Advisory, LLC | 10,362 | $35.3 萬 | 0.06% | +765+8.0% | 加碼 |
| Keel Point, LLC | 10,366 | $35.3 萬 | 0.05% | −1,069−9.3% | 減碼 |
| Triad Financial Advisors, Inc. | 10,421 | $35.5 萬 | 0.15% | +143+1.4% | 加碼 |
| Eagle Harbor Asset Management Inc | 10,456 | $35.7 萬 | 0.48% | −3,203−23.4% | 減碼 |
| Boltwood Capital Management | 10,505 | $35.8 萬 | 0.13% | +3,105+42.0% | 加碼 |
| Good Life Advisors, LLC | 10,507 | $35.8 萬 | 0.05% | +844+8.7% | 加碼 |
| Quantinno Capital Management LP | 10,539 | $35.9 萬 | 0.02% | −12,866−55.0% | 減碼 |
| Nicolet Bankshares Inc | 22,358 | $35.9 萬 | 0.12% | +2,875+14.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 10,548 | $36.0 萬 | 0.02% | +4,653+78.9% | 加碼 |
| Summit Trail Advisors, LLC | 10,568 | $36.0 萬 | 0.01% | +1,624+18.2% | 加碼 |
| Aspiriant, LLC | 10,569 | $36.0 萬 | 0.02% | +180+1.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 10,582 | $36.1 萬 | 0.20% | +5,165+95.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,613 | $36.2 萬 | 0.01% | +1,550+17.1% | 加碼 |
| Legacy Wealth Asset Management, LLC | 10,615 | $36.2 萬 | 0.13% | +119+1.1% | 加碼 |
| Bartlett & Co. LLC | 10,613 | $36.2 萬 | 0.01% | +1,550+17.1% | 加碼 |
| Altus Wealth Group LLC | 10,625 | $36.2 萬 | 0.24% | −369−3.4% | 減碼 |
| V-Square Quantitative Management LLC | 10,660 | $36.4 萬 | 0.34% | +10,660 | 新進 |
| NorthRock Partners, LLC | 10,787 | $36.8 萬 | 0.04% | −451−4.0% | 減碼 |
| CSM Advisors, LLC | 10,791 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| NSI Retail Advisors, LLC | 10,791 | $36.8 萬 | 0.08% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 10,822 | $36.9 萬 | 0.18% | +10,822 | 新進 |
| Asset Dedication, LLC | 10,854 | $37.0 萬 | 0.03% | −629−5.5% | 減碼 |
| Waldron Private Wealth LLC | 10,910 | $37.2 萬 | 0.02% | −14,721−57.4% | 減碼 |
| WealthTrust Axiom LLC | 10,924 | $37.3 萬 | 0.13% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 11,033 | $37.6 萬 | 0.04% | −5,644−33.8% | 減碼 |
| BIP Wealth, LLC | 11,097 | $37.8 萬 | 0.04% | +11,097 | 新進 |
| Biltmore Family Office, LLC | 11,166 | $38.1 萬 | 0.08% | +278+2.6% | 加碼 |
| Carolinas Wealth Consulting LLC | 11,244 | $38.3 萬 | 0.08% | +1,102+10.9% | 加碼 |
| Prelude Capital Management, LLC | 11,256 | $38.4 萬 | 0.03% | −2,827−20.1% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 11,282 | $38.5 萬 | 0.00% | +365+3.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,306 | $38.6 萬 | 0.05% | +472+4.4% | 加碼 |
| Aprio Wealth Management, LLC | 11,355 | $38.7 萬 | 0.12% | −9,173−44.7% | 減碼 |
| Nalls Sherbakoff Group, LLC | 11,459 | $38.8 萬 | 0.39% | +11,459 | 新進 |
| Phillips Wealth Planners LLC | 12,307 | $38.8 萬 | 0.51% | −8,445−40.7% | 減碼 |
| Stone Point Wealth LLC | 11,400 | $38.9 萬 | 0.17% | −382−3.2% | 減碼 |
| Grant/GrossMendelsohn, LLC | 11,410 | $38.9 萬 | 0.22% | +19+0.2% | 加碼 |
| Balentine LLC | 11,464 | $39.1 萬 | 0.01% | −2,915−20.3% | 減碼 |
| Penserra Capital Management LLC | 11,505 | $39.1 萬 | 0.01% | −117−1.0% | 減碼 |
| Centaurus Financial, Inc. | 11,463 | $39.1 萬 | 0.03% | +2,752+31.6% | 加碼 |
| Desjardins Global Asset Management Inc. | 11,469 | $39.1 萬 | 0.05% | +7,406+182.3% | 加碼 |
| Farmers Trust Co | 11,482 | $39.2 萬 | 0.09% | −23−0.2% | 減碼 |
| Lumature Wealth Partners, LLC | 11,485 | $39.2 萬 | 0.22% | +10.0% | 加碼 |
| Valmark Advisers, Inc. | 11,628 | $39.7 萬 | 0.01% | +121+1.1% | 加碼 |
| Industrial Alliance Investment Management Inc. | 11,629 | $39.7 萬 | 0.01% | −8,747−42.9% | 減碼 |
| Sculati Wealth Management, LLC | 11,659 | $39.8 萬 | 0.21% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 11,712 | $39.9 萬 | 0.10% | −94−0.8% | 減碼 |
| Simmons Bank | 11,740 | $40.0 萬 | 0.03% | −13,113−52.8% | 減碼 |
| Forbes Financial Planning, Inc. | 11,800 | $40.2 萬 | 0.40% | 00.0% | 不變 |
| Clarius Group, LLC | 11,813 | $40.3 萬 | 0.03% | −2,851−19.4% | 減碼 |
| Pathway Financial Advisors LLC | 11,864 | $40.5 萬 | 0.14% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 11,910 | $40.6 萬 | 0.02% | +28+0.2% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 11,934 | $40.7 萬 | 0.03% | +206+1.8% | 加碼 |
| Forum Financial Management, LP | 11,940 | $40.7 萬 | 0.01% | −2,571−17.7% | 減碼 |
| HBK Sorce Advisory LLC | 11,987 | $40.9 萬 | 0.02% | −6,867−36.4% | 減碼 |
| Checchi Capital Advisers, LLC | 12,017 | $41.0 萬 | 0.04% | −1,764−12.8% | 減碼 |
| Cobblestone Capital Advisors LLC | 12,019 | $41.0 萬 | 0.03% | +1,201+11.1% | 加碼 |
| Callan Family Office, LLC | 12,078 | $41.2 萬 | 0.10% | +12,078 | 新進 |
| Thrive Wealth Management, LLC | 12,172 | $41.5 萬 | 0.11% | +5,719+88.6% | 加碼 |
| NBT Bank N A | 12,188 | $41.6 萬 | 0.06% | +1,175+10.7% | 加碼 |
| Ogorek Anthony Joseph | 12,231 | $41.7 萬 | 0.17% | +138+1.1% | 加碼 |
| New Hampshire Trust | 12,233 | $41.7 萬 | 0.11% | +798+7.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 12,242 | $41.7 萬 | 0.02% | −688−5.3% | 減碼 |
| WBH Advisory Inc | 12,245 | $41.8 萬 | 0.05% | +12,245 | 新進 |
| Financial Advocates Investment Management | 12,246 | $41.8 萬 | 0.03% | +3,175+35.0% | 加碼 |
| AIA Group Ltd | 12,251 | $41.8 萬 | 0.02% | −2,471−16.8% | 減碼 |
| Tradewinds, LLC. | 12,262 | $41.8 萬 | 0.25% | +12,262 | 新進 |
| Successful Portfolios LLC | 12,280 | $41.9 萬 | 0.26% | −100−0.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 12,302 | $42.0 萬 | 0.05% | +2,765+29.0% | 加碼 |
| HNP Capital LLC | 12,311 | $42.0 萬 | 0.12% | −628−4.9% | 減碼 |
| Rehmann Capital Advisory Group | 12,311 | $42.0 萬 | 0.04% | +371+3.1% | 加碼 |
| FSB Premier Wealth Management, Inc. | 12,369 | $42.2 萬 | 0.23% | +3,730+43.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 12,389 | $42.2 萬 | 0.00% | +5,871+90.1% | 加碼 |
| Citizens Financial Group Inc | 12,413 | $42.3 萬 | 0.02% | −158−1.3% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,505 | $42.6 萬 | 0.15% | −7,738−38.2% | 減碼 |
| Geneos Wealth Management Inc. | 12,618 | $43.0 萬 | 0.03% | −1,552−11.0% | 減碼 |
| Hill Investment Group Partners, LLC | 12,620 | $43.0 萬 | 0.08% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 12,763 | $43.5 萬 | 0.03% | +639+5.3% | 加碼 |
| 3Chopt Investment Partners, LLC | 12,758 | $43.5 萬 | 0.23% | +98+0.8% | 加碼 |
| Opus Capital Group, LLC | 12,843 | $43.8 萬 | 0.08% | −145−1.1% | 減碼 |
| Register Financial Advisors LLC | 12,857 | $43.8 萬 | 0.34% | +1,215+10.4% | 加碼 |
| Colonial River Wealth Management, LLC | 12,917 | $44.0 萬 | 0.26% | −363−2.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 12,922 | $44.1 萬 | 0.20% | +401+3.2% | 加碼 |
| Boston Private Wealth LLC | 12,939 | $44.1 萬 | 0.01% | −5,902−31.3% | 減碼 |
| Allen Investment Management LLC | 12,950 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,950 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Lindenwold Advisors | 13,072 | $44.6 萬 | 0.28% | −160−1.2% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $44.7 萬 | 0.17% | 00.0% | 不變 |
| Islay Capital Management, LLC | 13,175 | $44.9 萬 | 0.44% | +3,649+38.3% | 加碼 |
| Coldstream Capital Management Inc | 13,248 | $45.2 萬 | 0.02% | −534−3.9% | 減碼 |
| Smithfield Trust Co | 13,368 | $45.5 萬 | 0.03% | +6,103+84.0% | 加碼 |
| Echo Street Capital Management LLC | 13,533 | $46.1 萬 | 0.00% | −3,538−20.7% | 減碼 |
| Brady Family Wealth, LLC | 13,607 | $46.4 萬 | 0.18% | +1,591+13.2% | 加碼 |
| Vectors Research Management, LLC | 13,622 | $46.5 萬 | 0.12% | −714−5.0% | 減碼 |
| Caldwell Trust Co | 13,638 | $46.5 萬 | 0.06% | +192+1.4% | 加碼 |
| Essex Financial Services, Inc. | 13,701 | $46.7 萬 | 0.05% | +1,454+11.9% | 加碼 |
| Live Oak Private Wealth LLC | 13,702 | $46.7 萬 | 0.10% | +3,250+31.1% | 加碼 |
| Denali Advisors LLC | 13,800 | $47.1 萬 | 0.20% | −900−6.1% | 減碼 |