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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 8,583 | $26.0 萬 | 0.02% | −259−2.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,626 | $26.2 萬 | 0.01% | +1,228+16.6% | 加碼 |
| Cim Investment Mangement Inc | 8,640 | $26.2 萬 | 0.09% | +26+0.3% | 加碼 |
| Asset Dedication, LLC | 8,678 | $26.3 萬 | 0.02% | −2,176−20.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 8,675 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 8,681 | $26.3 萬 | 0.06% | −2,485−22.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,716 | $26.5 萬 | 0.02% | +8,716 | 新進 |
| Thrive Capital Management, LLC | 8,750 | $26.6 萬 | 0.15% | −456−5.0% | 減碼 |
| Institute for Wealth Management, LLC. | 8,780 | $26.6 萬 | 0.05% | +531+6.4% | 加碼 |
| CM Wealth Advisors LLC | 8,090 | $26.7 萬 | 0.09% | −50,172−86.1% | 減碼 |
| Golden State Equity Partners | 8,827 | $26.8 萬 | 0.08% | +8,827 | 新進 |
| Horizon Investments, LLC | 8,979 | $26.8 萬 | 0.01% | +1,771+24.6% | 加碼 |
| Silver Oak Securities, Inc | 8,859 | $26.9 萬 | 0.04% | +1,215+15.9% | 加碼 |
| Pinnacle Holdings, LLC | 8,867 | $26.9 萬 | 0.12% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 8,883 | $27.0 萬 | 0.02% | −3,134−26.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 8,896 | $27.0 萬 | 0.06% | −1,022−10.3% | 減碼 |
| Curi Capital | 8,918 | $27.1 萬 | 0.04% | −31−0.3% | 減碼 |
| Selective Wealth Management, Inc. | 8,415 | $27.1 萬 | 0.14% | +8,415 | 新進 |
| Ergoteles LLC | 8,968 | $27.2 萬 | 0.01% | +8,968 | 新進 |
| 3Chopt Investment Partners, LLC | 8,971 | $27.2 萬 | 0.14% | −3,787−29.7% | 減碼 |
| Waycross Partners, LLC | 9,000 | $27.3 萬 | 0.06% | +9,000 | 新進 |
| Clarius Group, LLC | 9,007 | $27.3 萬 | 0.02% | −2,806−23.8% | 減碼 |
| Hayek Kallen Investment Management | 9,047 | $27.5 萬 | 0.12% | 00.0% | 不變 |
| Peoples Bank | 9,079 | $27.6 萬 | 0.17% | −338−3.6% | 減碼 |
| Essex Savings Bank | 9,083 | $27.6 萬 | 0.09% | −426−4.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 9,089 | $27.6 萬 | 0.03% | −2,217−19.6% | 減碼 |
| RSM US Wealth Management LLC | 9,101 | $27.6 萬 | 0.01% | +2,372+35.3% | 加碼 |
| Summit Asset Management, LLC | 9,102 | $27.6 萬 | 0.07% | −346−3.7% | 減碼 |
| Parthenon LLC | 9,112 | $27.7 萬 | 0.04% | 00.0% | 不變 |
| Heron Financial Group, LLC | 9,133 | $27.7 萬 | 0.15% | +5+0.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 9,215 | $28.0 萬 | 0.20% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 9,263 | $28.1 萬 | 0.03% | −367−3.8% | 減碼 |
| Shelton Capital Management | 9,277 | $28.2 萬 | 0.01% | −228−2.4% | 減碼 |
| Invesco, LLC | 9,284 | $28.2 萬 | 0.14% | +9,284 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $28.2 萬 | 0.03% | −266−2.8% | 減碼 |
| Bristlecone Advisors, LLC | 9,297 | $28.2 萬 | 0.03% | +2,695+40.8% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,308 | $28.2 萬 | 0.08% | +3,309+55.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 9,315 | $28.3 萬 | 0.10% | −308−3.2% | 減碼 |
| NFP Retirement, Inc. | 9,320 | $28.3 萬 | 0.05% | +12+0.1% | 加碼 |
| Sentry Investment Management LLC | 9,315 | $28.3 萬 | 0.11% | +416+4.7% | 加碼 |
| Everett Harris & Co | 9,351 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,360 | $28.4 萬 | 0.03% | +1,954+26.4% | 加碼 |
| Eagle Harbor Asset Management Inc | 9,442 | $28.7 萬 | 0.37% | −1,014−9.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 9,455 | $28.7 萬 | 0.05% | −306−3.1% | 減碼 |
| Terry L. Blaker | 9,491 | $28.8 萬 | 0.02% | −17,987−65.5% | 減碼 |
| Summit Trail Advisors, LLC | 9,495 | $28.8 萬 | 0.01% | −1,073−10.2% | 減碼 |
| BIP Wealth, LLC | 9,499 | $28.8 萬 | 0.02% | −1,598−14.4% | 減碼 |
| Good Life Advisors, LLC | 9,535 | $28.9 萬 | 0.03% | −972−9.3% | 減碼 |
| V Wealth Advisors LLC | 9,545 | $29.0 萬 | 0.05% | −168−1.7% | 減碼 |
| Centaurus Financial, Inc. | 9,565 | $29.0 萬 | 0.03% | −1,898−16.6% | 減碼 |
| Enterprise Financial Services Corp | 9,626 | $29.2 萬 | 0.19% | +1,174+13.9% | 加碼 |
| Marshall Wace, LLP | 9,636 | $29.2 萬 | 0.00% | −1,635,219−99.4% | 減碼 |
| Gratus Capital LLC | 9,668 | $29.3 萬 | 0.02% | +35+0.4% | 加碼 |
| Berkshire Asset Management LLC | 9,689 | $29.4 萬 | 0.02% | −523−5.1% | 減碼 |
| Fiducient Advisors LLC | 9,735 | $29.5 萬 | 0.09% | +493+5.3% | 加碼 |
| Opus Capital Group, LLC | 9,757 | $29.6 萬 | 0.05% | −3,086−24.0% | 減碼 |
| David Loasby | 9,607 | $29.6 萬 | 0.03% | −432−4.3% | 減碼 |
| Successful Portfolios LLC | 9,804 | $29.8 萬 | 0.26% | −2,476−20.2% | 減碼 |
| Crawford Investment Counsel Inc | 9,808 | $29.8 萬 | 0.01% | −5,771−37.0% | 減碼 |
| Beacon Investment Advisors LLC | 9,837 | $29.9 萬 | 0.20% | −400−3.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 9,840 | $29.9 萬 | 0.10% | −2,665−21.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,942 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 9,986 | $30.3 萬 | 0.03% | −2,325−18.9% | 減碼 |
| American Assets Inc | 10,000 | $30.4 萬 | 0.14% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 10,051 | $30.5 萬 | 0.16% | +1,992+24.7% | 加碼 |
| KCM Investment Advisors LLC | 10,064 | $30.5 萬 | 0.01% | −1,846−15.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 10,071 | $30.6 萬 | 0.02% | +7+0.1% | 加碼 |
| Abacus Planning Group, Inc. | 10,072 | $30.6 萬 | 0.07% | +365+3.8% | 加碼 |
| ForthRight Wealth Management, LLC | 10,074 | $30.6 萬 | 0.13% | −196−1.9% | 減碼 |
| Cypress Wealth Services, LLC | 9,175 | $30.7 萬 | 0.08% | +1,499+19.5% | 加碼 |
| Aprio Wealth Management, LLC | 10,201 | $31.0 萬 | 0.08% | −1,154−10.2% | 減碼 |
| V-Square Quantitative Management LLC | 10,215 | $31.0 萬 | 0.23% | −445−4.2% | 減碼 |
| Symmetry Partners, LLC | 10,267 | $31.2 萬 | 0.02% | 00.0% | 不變 |
| Capital City Trust Co | 10,303 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 10,317 | $31.3 萬 | 0.13% | −104−1.0% | 減碼 |
| Continuum Advisory, LLC | 10,367 | $31.5 萬 | 0.05% | +50.0% | 加碼 |
| Colonial River Wealth Management, LLC | 10,376 | $31.5 萬 | 0.21% | −2,541−19.7% | 減碼 |
| Grey Street Capital, LLC | 10,385 | $31.5 萬 | 0.17% | +585+6.0% | 加碼 |
| Grant/GrossMendelsohn, LLC | 9,708 | $31.5 萬 | 0.13% | −1,702−14.9% | 減碼 |
| Sigma Planning Corp | 10,390 | $31.5 萬 | 0.01% | +1,212+13.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 10,548 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Cypress Capital Group | 10,642 | $32.3 萬 | 0.05% | −12,789−54.6% | 減碼 |
| Lazard Asset Management LLC | 10,688 | $32.3 萬 | 0.00% | −121,091−91.9% | 減碼 |
| Carolinas Wealth Consulting LLC | 10,691 | $32.4 萬 | 0.06% | −553−4.9% | 減碼 |
| Forum Financial Management, LP | 10,714 | $32.5 萬 | 0.01% | −1,226−10.3% | 減碼 |
| Altus Wealth Group LLC | 10,821 | $32.8 萬 | 0.20% | +196+1.8% | 加碼 |
| Klingman & Associates, LLC | 10,854 | $32.9 萬 | 0.03% | +10,854 | 新進 |
| HBK Sorce Advisory LLC | 10,919 | $33.1 萬 | 0.01% | −1,068−8.9% | 減碼 |
| Courier Capital LLC | 10,921 | $33.1 萬 | 0.03% | +10,921 | 新進 |
| WealthTrust Axiom LLC | 10,924 | $33.2 萬 | 0.11% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,963 | $33.3 萬 | 0.01% | +350+3.3% | 加碼 |
| Bartlett & Co. LLC | 10,963 | $33.3 萬 | 0.01% | +350+3.3% | 加碼 |
| Keel Point, LLC | 10,988 | $33.3 萬 | 0.04% | +622+6.0% | 加碼 |
| Radnor Capital Management, LLC | 11,012 | $33.4 萬 | 0.14% | −700−6.0% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 11,082 | $33.6 萬 | 0.00% | −200−1.8% | 減碼 |
| Taylor Hoffman Wealth Management | 11,084 | $33.6 萬 | 0.17% | +3,609+48.3% | 加碼 |
| Merit Financial Group, LLC | 11,085 | $33.6 萬 | 0.01% | +3,132+39.4% | 加碼 |
| Stone Point Wealth LLC | 11,100 | $33.7 萬 | 0.14% | −300−2.6% | 減碼 |
| Legacy Capital Group California, Inc. | 11,135 | $33.8 萬 | 0.14% | +313+2.9% | 加碼 |
| Southeast Asset Advisors Inc. | 11,239 | $34.1 萬 | 0.05% | +1,793+19.0% | 加碼 |