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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 30,285 | $96.8 萬 | 0.51% | 00.0% | 不變 |
| Pitcairn Co | 28,341 | $96.6 萬 | 0.09% | +227+0.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 28,325 | $96.6 萬 | 0.90% | −1,181−4.0% | 減碼 |
| Berkshire Bank | 28,268 | $96.4 萬 | 0.29% | −390−1.4% | 減碼 |
| Mutual Advisors, LLC | 28,155 | $96.0 萬 | 0.04% | +6,992+33.0% | 加碼 |
| Paradigm Asset Management Co LLC | 28,083 | $95.8 萬 | 0.26% | −50−0.2% | 減碼 |
| Ally Financial Inc. | 28,000 | $95.5 萬 | 0.14% | 00.0% | 不變 |
| Ballast, Inc. | 27,695 | $94.4 萬 | 0.39% | +1,290+4.9% | 加碼 |
| Terry L. Blaker | 27,478 | $93.7 萬 | 0.08% | −121,400−81.5% | 減碼 |
| Marks Group Wealth Management, Inc | 27,069 | $92.3 萬 | 0.12% | +5,246+24.0% | 加碼 |
| HM Payson & Co | 27,030 | $92.2 萬 | 0.02% | −3,650−11.9% | 減碼 |
| Resources Investment Advisors, LLC. | 26,862 | $91.6 萬 | 0.02% | +6,931+34.8% | 加碼 |
| Rossmore Private Capital | 26,674 | $91.0 萬 | 0.14% | −1,526−5.4% | 減碼 |
| Transatlantique Private Wealth LLC | 26,579 | $90.6 萬 | 0.50% | +8,681+48.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 26,446 | $90.2 萬 | 0.12% | +1,295+5.1% | 加碼 |
| Berkeley Capital Partners, LLC | 26,430 | $90.1 萬 | 0.33% | +3,703+16.3% | 加碼 |
| Foundations Investment Advisors, LLC | 26,415 | $90.1 萬 | 0.03% | +6,520+32.8% | 加碼 |
| Valeo Financial Advisors, LLC | 26,315 | $89.7 萬 | 0.04% | +4,466+20.4% | 加碼 |
| West Paces Advisors Inc. | 26,275 | $89.6 萬 | 0.28% | +725+2.8% | 加碼 |
| Tandem Investment Advisors, Inc. | 26,235 | $89.5 萬 | 0.04% | −6,041−18.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 26,140 | $89.1 萬 | 0.06% | +3,739+16.7% | 加碼 |
| RBF Capital, LLC | 25,900 | $88.3 萬 | 0.06% | 00.0% | 不變 |
| Chemung Canal Trust Co | 25,891 | $88.3 萬 | 0.20% | −1,155−4.3% | 減碼 |
| First Horizon Advisors, Inc. | 25,871 | $88.2 萬 | 0.03% | +3,074+13.5% | 加碼 |
| Dean Investment Associates, LLC | 25,588 | $87.3 萬 | 0.14% | +3,383+15.2% | 加碼 |
| Flputnam Investment Management Co | 25,357 | $86.5 萬 | 0.03% | −46,632−64.8% | 減碼 |
| Fox Run Management, L.L.C. | 25,190 | $85.9 萬 | 0.28% | +16,615+193.8% | 加碼 |
| Brighton Jones LLC | 25,115 | $85.6 萬 | 0.05% | +1,918+8.3% | 加碼 |
| Central Trust Co | 25,006 | $85.3 萬 | 0.02% | −2,961−10.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 24,956 | $85.1 萬 | 0.21% | +3,298+15.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 24,963 | $85.1 萬 | 0.04% | −22,300−47.2% | 減碼 |
| Jacobi Capital Management LLC | 24,929 | $85.0 萬 | 0.10% | +1,628+7.0% | 加碼 |
| Van Leeuwen & Company, LLC | 24,859 | $84.8 萬 | 0.57% | −1,500−5.7% | 減碼 |
| Versor Investments LP | 24,590 | $83.9 萬 | 0.11% | −16,655−40.4% | 減碼 |
| Sheets Smith Wealth Management | 24,440 | $83.3 萬 | 0.13% | +3,009+14.0% | 加碼 |
| Bokf, NA | 24,329 | $83.0 萬 | 0.02% | −65,835−73.0% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,329 | $83.0 萬 | 0.09% | −800−3.2% | 減碼 |
| Park Place Capital Corp | 24,141 | $82.3 萬 | 0.23% | +2,890+13.6% | 加碼 |
| Aull & Monroe Investment Management Corp | 23,871 | $81.4 萬 | 0.41% | −352−1.5% | 減碼 |
| True North Advisors, LLC | 23,728 | $80.9 萬 | 0.24% | +205+0.9% | 加碼 |
| Monument Capital Management | 23,593 | $80.5 萬 | 0.27% | −416−1.7% | 減碼 |
| Partners in Financial Planning | 23,540 | $80.3 萬 | 0.21% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 23,504 | $80.1 萬 | 0.06% | +1,588+7.2% | 加碼 |
| Cypress Capital Group | 23,431 | $79.9 萬 | 0.12% | +11,525+96.8% | 加碼 |
| CastleKnight Management LP | 23,400 | $79.8 萬 | 0.20% | +23,400 | 新進 |
| Procyon Private Wealth Partners, LLC | 23,360 | $79.7 萬 | 0.13% | +2,567+12.3% | 加碼 |
| Savant Capital, LLC | 23,139 | $78.9 萬 | 0.01% | +10,599+84.5% | 加碼 |
| Wealthspire Advisors, LLC | 22,941 | $78.2 萬 | 0.01% | −1,412−5.8% | 減碼 |
| Founders Financial Alliance, LLC | 22,890 | $77.8 萬 | 0.39% | −6,992−23.4% | 減碼 |
| Certified Advisory Corp | 22,734 | $77.5 萬 | 0.14% | −490−2.1% | 減碼 |
| Colony Group LLC | 22,711 | $77.4 萬 | 0.01% | −14,057−38.2% | 減碼 |
| Banque Cantonale Vaudoise | 22,633 | $77.2 萬 | 0.04% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 22,620 | $77.1 萬 | 0.78% | +101+0.4% | 加碼 |
| Meridian Wealth Management, LLC | 22,514 | $76.8 萬 | 0.07% | −1,223−5.2% | 減碼 |
| Wetherby Asset Management Inc | 22,432 | $76.5 萬 | 0.04% | −3,295−12.8% | 減碼 |
| Haverford Trust Co | 22,429 | $76.5 萬 | 0.01% | −262,223−92.1% | 減碼 |
| IFP Advisors, Inc | 13,927 | $76.2 萬 | 0.04% | −26,670−65.7% | 減碼 |
| Marino, Stram & Associates LLC | 22,195 | $75.7 萬 | 0.23% | +1,376+6.6% | 加碼 |
| Select Asset Management & Trust | 22,097 | $75.4 萬 | 0.66% | +15,000+211.4% | 加碼 |
| Meeder Advisory Services, Inc. | 22,040 | $75.2 萬 | 0.09% | −1,299−5.6% | 減碼 |
| MTM Investment Management, LLC | 21,937 | $74.8 萬 | 0.38% | −4,189−16.0% | 減碼 |
| Los Angeles Capital Management LLC | 21,857 | $74.5 萬 | 0.00% | −1,030,578−97.9% | 減碼 |
| Sumitomo Life Insurance Co | 21,539 | $73.4 萬 | 0.06% | −220−1.0% | 減碼 |
| CAPROCK Group, Inc. | 21,522 | $73.4 萬 | 0.06% | +7,118+49.4% | 加碼 |
| Summit Financial Group Inc | 21,364 | $72.9 萬 | 0.29% | 00.0% | 不變 |
| Ieq Capital, LLC | 21,266 | $72.5 萬 | 0.02% | +8,661+68.7% | 加碼 |
| Allworth Financial LP | 21,253 | $72.5 萬 | 0.01% | −1,694−7.4% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,201 | $72.3 萬 | 0.36% | +899+4.4% | 加碼 |
| Shepherd Financial Partners LLC | 21,124 | $72.0 萬 | 0.12% | +53+0.3% | 加碼 |
| Profund Advisors LLC | 21,030 | $71.7 萬 | 0.04% | −4,332−17.1% | 減碼 |
| Vontobel Holding Ltd. | 20,942 | $71.4 萬 | 0.01% | −2,533−10.8% | 減碼 |
| Clearstead Advisors, LLC | 20,745 | $70.7 萬 | 0.05% | +768+3.8% | 加碼 |
| Lido Advisors, LLC | 20,706 | $70.6 萬 | 0.01% | +2,634+14.6% | 加碼 |
| Veriti Management LLC | 20,681 | $70.5 萬 | 0.08% | −102−0.5% | 減碼 |
| Cravens & Co Advisors, LLC | 20,679 | $70.5 萬 | 0.66% | −4,653−18.4% | 減碼 |
| StoneX Group Inc. | 20,623 | $70.3 萬 | 0.08% | +3,916+23.4% | 加碼 |
| Great Lakes Retirement, Inc. | 20,529 | $70.0 萬 | 0.13% | +2,293+12.6% | 加碼 |
| Searle & Co. | 21,435 | $69.8 萬 | 0.23% | −500−2.3% | 減碼 |
| SG Americas Securities, LLC | 20,442 | $69.7 萬 | 0.01% | +11,168+120.4% | 加碼 |
| Atticus Wealth Management, LLC | 20,401 | $69.6 萬 | 0.27% | +1,820+9.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 20,244 | $69.0 萬 | 0.08% | +4,632+29.7% | 加碼 |
| OmniStar Financial Group, Inc. | 20,174 | $68.8 萬 | 0.87% | −35−0.2% | 減碼 |
| IHT Wealth Management, LLC | 20,063 | $68.4 萬 | 0.04% | +1,833+10.1% | 加碼 |
| Intrust Bank NA | 20,045 | $68.4 萬 | 0.09% | −2,162−9.7% | 減碼 |
| DFPG Investments, LLC | 20,033 | $68.3 萬 | 0.07% | +1,371+7.3% | 加碼 |
| Maven Securities LTD | 20,033 | $68.3 萬 | 0.11% | −4,545−18.5% | 減碼 |
| Fee-Only Financial Planning, L.C. | 20,014 | $68.2 萬 | 0.55% | 00.0% | 不變 |
| MAS Advisors LLC | 19,971 | $68.1 萬 | 0.67% | −207−1.0% | 減碼 |
| Franklin Street Advisors Inc | 19,969 | $68.1 萬 | 0.06% | +861+4.5% | 加碼 |
| Wrapmanager Inc | 19,867 | $67.7 萬 | 0.21% | +10,464+111.3% | 加碼 |
| Grove Bank & Trust | 19,835 | $67.6 萬 | 0.14% | +2,595+15.1% | 加碼 |
| Canal Capital Management, LLC | 19,716 | $67.2 萬 | 0.15% | +2,151+12.2% | 加碼 |
| Norway Savings Bank | 19,710 | $67.2 萬 | 0.34% | −303−1.5% | 減碼 |
| Bessemer Securities LLC | 19,696 | $67.2 萬 | 0.31% | −5,400−21.5% | 減碼 |
| Equitable Holdings, Inc. | 19,634 | $67.0 萬 | 0.01% | +5,323+37.2% | 加碼 |
| Marcum Wealth, LLC | 19,382 | $66.1 萬 | 0.08% | +3,760+24.1% | 加碼 |
| Leisure Capital Management | 19,380 | $66.1 萬 | 0.38% | +2,116+12.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $65.8 萬 | 0.14% | −2,690−12.2% | 減碼 |
| Cassia Capital Partners, LLC | 19,242 | $65.6 萬 | 0.53% | −13−0.1% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 19,240 | $65.6 萬 | 0.04% | +19,240 | 新進 |