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 1,706 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 2 季 13F 持有人
Truist Financial Corp 在 2023/6/30 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
- 1,311
- 較 2023 年第 1 季 −77 家
- 持有股數
- 9.63 億
- 較 2023 年第 1 季 −879.1 萬 (−0.9%)
- 總市值
- $292.3 億
- 較 2023 年第 1 季 −$38.6 億 (−11.7%)
- 新進機構
- 93
- 另有 521 家加碼
- 清倉機構
- 170
- 另有 544 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 1,706 | $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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 4,245 | $12.9 萬 | 0.02% | +4,245 | 新進 |
| MV Capital Management, Inc. | 4,319 | $13.1 萬 | 0.02% | +217+5.3% | 加碼 |
| Covestor Ltd | 4,365 | $13.2 萬 | 0.10% | +1,652+60.9% | 加碼 |
| Arlington Partners LLC | 4,384 | $13.3 萬 | 0.02% | +110+2.6% | 加碼 |
| Cape Investment Advisory, Inc. | 4,514 | $13.7 萬 | 0.08% | +316+7.5% | 加碼 |
| Venturi Wealth Management, LLC | 4,520 | $13.7 萬 | 0.01% | +4,520 | 新進 |
| Vigilant Capital Management, LLC | 4,613 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Riverview Trust Co | 4,770 | $14.5 萬 | 0.13% | 00.0% | 不變 |
| Glassman Wealth Services | 4,813 | $14.6 萬 | 0.02% | +252+5.5% | 加碼 |
| Resurgent Financial Advisors LLC | 4,929 | $15.0 萬 | 0.10% | −1,962−28.5% | 減碼 |
| Kistler-Tiffany Companies, LLC | 5,319 | $16.1 萬 | 0.03% | +2,471+86.8% | 加碼 |
| Harbour Investments, Inc. | 5,334 | $16.2 萬 | 0.01% | +355+7.1% | 加碼 |
| Lindbrook Capital, LLC | 5,338 | $16.2 萬 | 0.02% | −768−12.6% | 減碼 |
| Hartford Financial Management Inc. | 5,468 | $16.6 萬 | 0.04% | 00.0% | 不變 |
| Central Bank & Trust Co | 5,510 | $16.7 萬 | 0.03% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 5,508 | $16.7 萬 | 0.04% | −672−10.9% | 減碼 |
| HHM Wealth Advisors, LLC | 5,527 | $16.8 萬 | 0.03% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 5,537 | $16.8 萬 | 0.03% | +419+8.2% | 加碼 |
| Proequities, Inc. | 5,587 | $17.0 萬 | 0.01% | −577−9.4% | 減碼 |
| Parallel Advisors, LLC | 5,922 | $18.0 萬 | 0.01% | −1,021−14.7% | 減碼 |
| Cutler Group LP | 5,946 | $18.0 萬 | 0.04% | −36,146−85.9% | 減碼 |
| AlphaMark Advisors, LLC | 6,010 | $18.2 萬 | 0.08% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 6,127 | $18.6 萬 | 0.05% | −394−6.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $18.7 萬 | 0.10% | 00.0% | 不變 |
| Annapolis Financial Services, LLC | 6,215 | $18.9 萬 | 0.05% | 00.0% | 不變 |
| Emfo, LLC | 6,315 | $19.2 萬 | 0.17% | 00.0% | 不變 |
| Baldwin Brothers Inc | 6,556 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Romano Brothers and Company | 6,653 | $20.2 萬 | 0.03% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 6,654 | $20.2 萬 | 0.06% | +534+8.7% | 加碼 |
| Scotia Capital Inc. | 6,711 | $20.4 萬 | 0.00% | +6,711 | 新進 |
| Mendel Money Management | 6,729 | $20.4 萬 | 0.11% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 6,773 | $20.6 萬 | 0.03% | −30.0% | 減碼 |
| Shayne & Co., LLC | 6,804 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 6,824 | $20.7 萬 | 0.03% | −3,051−30.9% | 減碼 |
| Rock Point Advisors, LLC | 6,850 | $20.8 萬 | 0.07% | 00.0% | 不變 |
| Tobam | 6,867 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 6,959 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 6,909 | $21.0 萬 | 0.05% | +302+4.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,915 | $21.0 萬 | 0.03% | +6,915 | 新進 |
| CVA Family Office, LLC | 6,916 | $21.0 萬 | 0.04% | +436+6.7% | 加碼 |
| Wallace Advisory Group, LLC | 6,164 | $21.0 萬 | 0.16% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 6,950 | $21.1 萬 | 0.06% | −350−4.8% | 減碼 |
| Family Legacy, Inc. | 6,973 | $21.2 萬 | 0.09% | −262−3.6% | 減碼 |
| New Republic Capital, LLC | 6,975 | $21.2 萬 | 0.15% | −36−0.5% | 減碼 |
| Nemes Rush Group LLC | 7,012 | $21.3 萬 | 0.04% | +7,012 | 新進 |
| Dakota Community Bank & Trust NA | 7,041 | $21.4 萬 | 1.26% | +1,075+18.0% | 加碼 |
| Occidental Asset Management, LLC | 7,067 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 7,076 | $21.5 萬 | 0.00% | +494+7.5% | 加碼 |
| Northern Financial Advisors Inc | 7,087 | $21.5 萬 | 0.19% | −1,808−20.3% | 減碼 |
| Lafayette Investments, Inc. | 7,145 | $21.7 萬 | 0.06% | 00.0% | 不變 |
| Day & Ennis, LLC | 7,214 | $21.9 萬 | 0.08% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 7,234 | $22.0 萬 | 0.03% | +191+2.7% | 加碼 |
| Citizens Financial Group Inc | 7,235 | $22.0 萬 | 0.01% | −5,178−41.7% | 減碼 |
| Jefferies Financial Group Inc. | 7,242 | $22.0 萬 | 0.00% | −35,800−83.2% | 減碼 |
| Morris Financial Concepts, Inc. | 7,294 | $22.1 萬 | 0.14% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 7,315 | $22.2 萬 | 0.04% | −1,580−17.8% | 減碼 |
| RMB Capital Management, LLC | 7,320 | $22.2 萬 | 0.01% | +7,320 | 新進 |
| Wedmont Private Capital | 6,714 | $22.2 萬 | 0.02% | −1,106−14.1% | 減碼 |
| 1620 Investment Advisors, Inc. | 7,328 | $22.2 萬 | 0.25% | −7−0.1% | 減碼 |
| WealthShield Partners, LLC | 7,369 | $22.4 萬 | 0.03% | +7,369 | 新進 |
| Mill Capital Management, LLC | 7,386 | $22.4 萬 | 0.02% | −1,333−15.3% | 減碼 |
| Chiron Capital Management, LLC | 7,400 | $22.5 萬 | 0.18% | −2,600−26.0% | 減碼 |
| Conning Inc. | 7,445 | $22.6 萬 | 0.01% | −1,400−15.8% | 減碼 |
| Kingfisher Capital LLC | 7,455 | $22.6 萬 | 0.06% | +287+4.0% | 加碼 |
| Meridian Financial Partners LLC | 6,835 | $22.6 萬 | 0.14% | −266−3.7% | 減碼 |
| Advisory Alpha, LLC | 7,526 | $22.8 萬 | 0.01% | −144−1.9% | 減碼 |
| Madison Wealth Management | 7,616 | $23.1 萬 | 0.05% | −13−0.2% | 減碼 |
| Geller Advisors LLC | 7,618 | $23.1 萬 | 0.03% | +7,618 | 新進 |
| First Manhattan Co | 7,658 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Systematic Financial Management LP | 7,659 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Boltwood Capital Management | 7,680 | $23.3 萬 | 0.08% | −2,825−26.9% | 減碼 |
| Main Street Financial Solutions, LLC | 7,687 | $23.3 萬 | 0.03% | +50+0.7% | 加碼 |
| Fortress Wealth Group, LLC | 7,170 | $23.4 萬 | 0.15% | −10.0% | 減碼 |
| NorthRock Partners, LLC | 7,723 | $23.4 萬 | 0.03% | −3,064−28.4% | 減碼 |
| Sage Mountain Advisors LLC | 7,724 | $23.4 萬 | 0.03% | +1,258+19.5% | 加碼 |
| Samalin Investment Counsel, LLC | 7,752 | $23.5 萬 | 0.13% | +996+14.7% | 加碼 |
| Applied Finance Capital Management, LLC | 7,797 | $23.7 萬 | 0.03% | +7,797 | 新進 |
| 1st Source Bank | 7,809 | $23.7 萬 | 0.02% | −1,915−19.7% | 減碼 |
| Fiduciary Trust Co | 7,831 | $23.8 萬 | 0.00% | −25,555−76.5% | 減碼 |
| Verus Financial Partners, Inc. | 7,360 | $24.0 萬 | 0.03% | +7,360 | 新進 |
| EP Wealth Advisors, LLC | 83,494 | $24.1 萬 | 0.00% | +74,196+798.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Westpac Banking Corp | 8,001 | $24.3 萬 | 0.02% | −107,679−93.1% | 減碼 |
| Wagner Wealth Management, LLC | 8,045 | $24.4 萬 | 0.09% | +26+0.3% | 加碼 |
| Jump Financial, LLC | 8,069 | $24.5 萬 | 0.01% | −205,333−96.2% | 減碼 |
| CSM Advisors, LLC | 8,091 | $24.6 萬 | 0.02% | −2,700−25.0% | 減碼 |
| NSI Retail Advisors, LLC | 8,091 | $24.6 萬 | 0.04% | −2,700−25.0% | 減碼 |
| Birmingham Capital Management Co Inc | 8,209 | $24.9 萬 | 0.10% | −335−3.9% | 減碼 |
| Cedar Brook Financial Partners, LLC | 8,325 | $25.3 萬 | 0.06% | +8,325 | 新進 |
| Perigon Wealth Management, LLC | 8,366 | $25.4 萬 | 0.01% | −420−4.8% | 減碼 |
| MAI Capital Management | 8,391 | $25.5 萬 | 0.00% | −365−4.2% | 減碼 |
| Altrius Capital Management Inc | 8,431 | $25.6 萬 | 0.08% | +8,431 | 新進 |
| Peachtree Investment Partners, LLC | 8,463 | $25.7 萬 | 0.12% | +165+2.0% | 加碼 |
| Canton Hathaway, LLC | 8,516 | $25.8 萬 | 0.08% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 8,489 | $25.8 萬 | 0.00% | +1,685+24.8% | 加碼 |
| Kovack Advisors, Inc. | 8,539 | $25.9 萬 | 0.03% | +516+6.4% | 加碼 |
| Nwam LLC | 8,560 | $26.0 萬 | 0.02% | +183+2.2% | 加碼 |
| WealthPLAN Partners, LLC | 8,570 | $26.0 萬 | 0.04% | −2,463−22.3% | 減碼 |
| KC Investment Advisors, LLC | 8,573 | $26.0 萬 | 0.18% | −568−6.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 8,578 | $26.0 萬 | 0.18% | −1,089−11.3% | 減碼 |