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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 13,801 | $47.1 萬 | 0.10% | +2,401+21.1% | 加碼 |
| Ballentine Partners, LLC | 13,809 | $47.1 萬 | 0.01% | +1,516+12.3% | 加碼 |
| Schechter Investment Advisors, LLC | 13,840 | $47.2 萬 | 0.04% | −449−3.1% | 減碼 |
| S&CO Inc | 13,894 | $47.3 萬 | 0.04% | 00.0% | 不變 |
| Westhampton Capital, LLC | 13,872 | $47.3 萬 | 0.30% | 00.0% | 不變 |
| Center For Asset Management LLC | 13,896 | $47.4 萬 | 0.46% | +2,755+24.7% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,897 | $47.4 萬 | 0.18% | +60+0.4% | 加碼 |
| City Holding Co | 14,001 | $47.7 萬 | 0.09% | −388−2.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 14,015 | $47.8 萬 | 0.15% | −1,951−12.2% | 減碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $47.8 萬 | 0.39% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 14,409 | $47.9 萬 | 0.52% | +750+5.5% | 加碼 |
| Quantamental Technologies LLC | 14,079 | $48.0 萬 | 0.26% | +1,574+12.6% | 加碼 |
| Israel Discount Bank of New York | 14,161 | $48.3 萬 | 0.36% | −441−3.0% | 減碼 |
| Community Trust & Investment Co | 14,175 | $48.3 萬 | 0.04% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,294 | $48.7 萬 | 0.02% | +413+3.0% | 加碼 |
| Avalon Trust Co | 14,295 | $48.7 萬 | 0.05% | +14,295 | 新進 |
| Private Trust Co NA | 14,334 | $48.9 萬 | 0.07% | −2,357−14.1% | 減碼 |
| Fiduciary Group LLC | 14,364 | $49.0 萬 | 0.06% | +1,692+13.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 14,414 | $49.3 萬 | 0.40% | +809+5.9% | 加碼 |
| Intrua Financial, LLC | 18,159 | $49.6 萬 | 0.10% | +1,291+7.7% | 加碼 |
| Montag & Caldwell, LLC | 14,562 | $49.7 萬 | 0.07% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 14,605 | $49.8 萬 | 0.02% | −278−1.9% | 減碼 |
| Panagora Asset Management Inc | 14,636 | $49.9 萬 | 0.00% | −15,605−51.6% | 減碼 |
| SevenBridge Financial Group, LLC | 14,675 | $50.0 萬 | 0.14% | −470−3.1% | 減碼 |
| Koshinski Asset Management, Inc. | 14,729 | $50.2 萬 | 0.05% | +843+6.1% | 加碼 |
| 1776 Wealth LLC | 14,789 | $50.4 萬 | 0.30% | +739+5.3% | 加碼 |
| William Blair Investment Management, LLC | 14,791 | $50.4 萬 | 0.00% | −11,189−43.1% | 減碼 |
| Edge Capital Group, LLC | 14,956 | $51.0 萬 | 0.03% | −3,248−17.8% | 減碼 |
| Rede Wealth, LLC | 14,975 | $51.1 萬 | 0.27% | +18+0.1% | 加碼 |
| DoubleLine ETF Adviser LP | 15,036 | $51.3 萬 | 0.22% | −3,698−19.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,069 | $51.4 萬 | 0.08% | −814−5.1% | 減碼 |
| Stevens Capital Management LP | 15,226 | $51.9 萬 | 0.13% | +15,226 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,223 | $51.9 萬 | 0.32% | −420−2.7% | 減碼 |
| Investment Research & Advisory Group, Inc. | 15,368 | $52.4 萬 | 0.34% | +10,633+224.6% | 加碼 |
| Axq Capital, LP | 15,500 | $52.9 萬 | 0.21% | +15,500 | 新進 |
| Linker Capital Management Inc. | 15,519 | $52.9 萬 | 0.58% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 15,531 | $53.0 萬 | 0.03% | −1,042−6.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 15,536 | $53.0 萬 | 0.16% | +785+5.3% | 加碼 |
| Graypoint LLC | 15,558 | $53.1 萬 | 0.06% | +3,693+31.1% | 加碼 |
| Crawford Investment Counsel Inc | 15,579 | $53.1 萬 | 0.01% | −327,907−95.5% | 減碼 |
| IFG Advisory, LLC | 15,592 | $53.2 萬 | 0.05% | −14,289−47.8% | 減碼 |
| Concord Asset Management, LLC | 15,702 | $53.5 萬 | 0.22% | +10,294+190.3% | 加碼 |
| Trust Asset Management LLC | 15,787 | $53.8 萬 | 0.06% | +734+4.9% | 加碼 |
| Dudley Capital Management, LLC | 15,803 | $53.9 萬 | 0.38% | −200−1.2% | 減碼 |
| Spouting Rock Asset Management, LLC | 15,908 | $54.2 萬 | 0.19% | +15,908 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 16,011 | $54.6 萬 | 0.26% | +1,447+9.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 16,043 | $54.7 萬 | 0.15% | +16,043 | 新進 |
| Xcel Wealth Management, LLC | 16,072 | $54.8 萬 | 0.19% | +7,950+97.9% | 加碼 |
| Fund Management at Engine No. 1 LLC | 16,098 | $54.9 萬 | 0.11% | +1,490+10.2% | 加碼 |
| Cigna Investments Inc | 16,146 | $55.1 萬 | 0.11% | −260−1.6% | 減碼 |
| Chesapeake Asset Management LLC | 16,310 | $55.6 萬 | 0.51% | +16,310 | 新進 |
| Ameritas Investment Partners, Inc. | 16,324 | $55.7 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 16,338 | $55.7 萬 | 0.04% | −1,515−8.5% | 減碼 |
| Thompson Investment Management, Inc. | 16,429 | $56.0 萬 | 0.09% | +4,000+32.2% | 加碼 |
| FLC Capital Advisors | 16,453 | $56.1 萬 | 0.17% | +325+2.0% | 加碼 |
| Copeland Capital Management, LLC | 16,497 | $56.3 萬 | 0.01% | −492−2.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 16,527 | $56.4 萬 | 0.01% | −1,702−9.3% | 減碼 |
| Silvant Capital Management LLC | 16,556 | $56.5 萬 | 0.04% | −18,463−52.7% | 減碼 |
| SeaBridge Investment Advisors LLC | 16,559 | $56.5 萬 | 0.20% | −430−2.5% | 減碼 |
| Greenleaf Trust | 16,666 | $56.8 萬 | 0.01% | +400+2.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $57.0 萬 | 0.03% | +3,646+27.9% | 加碼 |
| Hall Private Wealth Advisors | 16,726 | $57.0 萬 | 0.30% | +8,717+108.8% | 加碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $57.2 萬 | 0.20% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 16,833 | $57.4 萬 | 0.05% | +16,833 | 新進 |
| Gabelli Funds LLC | 17,000 | $58.0 萬 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 17,013 | $58.0 萬 | 0.33% | +1,307+8.3% | 加碼 |
| Duality Advisers, LP | 17,092 | $58.3 萬 | 0.07% | +17,092 | 新進 |
| Abundance Wealth Counselors | 17,094 | $58.3 萬 | 0.15% | +2,120+14.2% | 加碼 |
| Eastover Investment Advisors LLC | 17,151 | $58.5 萬 | 0.33% | −25−0.1% | 減碼 |
| Tiaa, FSB | 17,248 | $58.8 萬 | 0.00% | −2,849−14.2% | 減碼 |
| Zacks Investment Management | 17,409 | $59.4 萬 | 0.01% | −909,700−98.1% | 減碼 |
| Texas Yale Capital Corp. | 17,475 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 17,525 | $59.8 萬 | 0.02% | 00.0% | 不變 |
| Carson Advisory Inc. | 17,539 | $59.8 萬 | 0.53% | +9,970+131.7% | 加碼 |
| Boston Trust Walden Corp | 17,818 | $60.8 萬 | 0.01% | −1,399−7.3% | 減碼 |
| Belpointe Asset Management LLC | 17,876 | $61.0 萬 | 0.03% | +6,103+51.8% | 加碼 |
| WBI Investments | 17,929 | $61.1 萬 | 0.12% | −4,245−19.1% | 減碼 |
| Hilltop Holdings Inc. | 17,989 | $61.3 萬 | 0.08% | +1,399+8.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 18,068 | $61.6 萬 | 0.01% | −114,043−86.3% | 減碼 |
| Reuter James Wealth Management, LLC | 18,183 | $62.0 萬 | 0.43% | +3,789+26.3% | 加碼 |
| Montchanin Asset Management, LLC | 18,265 | $62.3 萬 | 0.79% | +2,300+14.4% | 加碼 |
| Lakeview Capital Partners, LLC | 23,259 | $62.4 萬 | 0.19% | +3,242+16.2% | 加碼 |
| GW Henssler & Associates Ltd | 18,412 | $62.8 萬 | 0.04% | −1,343−6.8% | 減碼 |
| EPG Wealth Management LLC | 18,479 | $63.0 萬 | 0.20% | +6,260+51.2% | 加碼 |
| River Oaks Capital LLC | 18,500 | $63.1 萬 | 0.88% | +18,500 | 新進 |
| Staley Capital Advisers Inc | 18,500 | $63.1 萬 | 0.04% | +18,500 | 新進 |
| Wealth Quarterback LLC | 18,521 | $63.2 萬 | 0.54% | +1,132+6.5% | 加碼 |
| First Heartland Consultants, Inc. | 18,522 | $63.2 萬 | 0.09% | +18,522 | 新進 |
| Loudon Investment Management, LLC | 18,549 | $63.3 萬 | 0.44% | +11,383+158.8% | 加碼 |
| Spire Wealth Management | 18,558 | $63.3 萬 | 0.02% | +9,681+109.1% | 加碼 |
| CSS LLC | 18,618 | $63.5 萬 | 0.05% | 00.0% | 不變 |
| ProVise Management Group, LLC | 18,682 | $63.7 萬 | 0.06% | +2,016+12.1% | 加碼 |
| Investment Management of Virginia LLC | 18,850 | $64.3 萬 | 0.12% | +180+1.0% | 加碼 |
| Greenspring Advisors, LLC | 18,880 | $64.4 萬 | 0.14% | +231+1.2% | 加碼 |
| American Trust | 18,904 | $64.5 萬 | 0.05% | −2,838−13.1% | 減碼 |
| Game Creek Capital, LP | 19,000 | $64.8 萬 | 0.43% | −3,750−16.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 19,051 | $65.0 萬 | 0.13% | −387−2.0% | 減碼 |
| Applied Capital LLC | 19,232 | $65.6 萬 | 0.65% | +644+3.5% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 19,240 | $65.6 萬 | 0.04% | +19,240 | 新進 |
| Cassia Capital Partners, LLC | 19,242 | $65.6 萬 | 0.53% | −13−0.1% | 減碼 |