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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 11,389 | $34.6 萬 | 0.02% | +11,389 | 新進 |
| Chemung Canal Trust Co | 11,412 | $34.6 萬 | 0.07% | −14,479−55.9% | 減碼 |
| Gyroscope Capital Management Group, LLC | 11,436 | $34.7 萬 | 0.08% | +11,436 | 新進 |
| Cobblestone Capital Advisors LLC | 11,474 | $34.8 萬 | 0.02% | −545−4.5% | 減碼 |
| Lumature Wealth Partners, LLC | 11,487 | $34.9 萬 | 0.21% | +20.0% | 加碼 |
| Boston Private Wealth LLC | 11,488 | $34.9 萬 | 0.01% | −1,451−11.2% | 減碼 |
| S&CO Inc | 11,525 | $34.9 萬 | 0.03% | −2,369−17.1% | 減碼 |
| Nalls Sherbakoff Group, LLC | 11,459 | $34.9 萬 | 0.34% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 11,560 | $35.1 萬 | 0.01% | −68−0.6% | 減碼 |
| DRW Securities, LLC | 11,600 | $35.2 萬 | 0.03% | +11,600 | 新進 |
| Sculati Wealth Management, LLC | 11,659 | $35.4 萬 | 0.18% | 00.0% | 不變 |
| Verum Partners LLC | 11,696 | $35.5 萬 | 0.32% | +1,410+13.7% | 加碼 |
| Stevens Capital Management LP | 11,699 | $35.5 萬 | 0.07% | −3,527−23.2% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 11,744 | $35.6 萬 | 0.02% | −190−1.6% | 減碼 |
| Koshinski Asset Management, Inc. | 11,733 | $35.6 萬 | 0.04% | −2,996−20.3% | 減碼 |
| Prelude Capital Management, LLC | 11,741 | $35.6 萬 | 0.03% | +485+4.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,761 | $35.7 萬 | 0.04% | −541−4.4% | 減碼 |
| Lake Street Advisors Group, LLC | 11,761 | $35.7 萬 | 0.02% | −1,002−7.9% | 減碼 |
| Texas Yale Capital Corp. | 11,838 | $35.9 萬 | 0.02% | −5,637−32.3% | 減碼 |
| Farmers Trust Co | 11,854 | $36.0 萬 | 0.08% | +372+3.2% | 加碼 |
| Pathway Financial Advisors LLC | 11,864 | $36.0 萬 | 0.12% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 11,890 | $36.1 萬 | 0.14% | +11,890 | 新進 |
| Tradewinds, LLC. | 11,949 | $36.3 萬 | 0.21% | −313−2.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 12,000 | $36.4 萬 | 0.01% | −4,527−27.4% | 減碼 |
| Washington Capital Management Inc | 12,000 | $36.4 萬 | 0.31% | +4,679+63.9% | 加碼 |
| Aspiriant, LLC | 12,040 | $36.5 萬 | 0.02% | +1,471+13.9% | 加碼 |
| Westhampton Capital, LLC | 12,130 | $36.8 萬 | 0.24% | −1,742−12.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 12,142 | $36.8 萬 | 0.04% | +673+5.9% | 加碼 |
| Phillips Wealth Planners LLC | 12,249 | $37.2 萬 | 0.49% | −58−0.5% | 減碼 |
| HRT Financial LP | 12,262 | $37.2 萬 | 0.00% | −137,954−91.8% | 減碼 |
| Balentine LLC | 12,265 | $37.2 萬 | 0.01% | +801+7.0% | 加碼 |
| Strategic Blueprint, LLC | 12,268 | $37.2 萬 | 0.04% | +2,151+21.3% | 加碼 |
| NBT Bank N A | 12,415 | $37.7 萬 | 0.05% | +227+1.9% | 加碼 |
| Ogorek Anthony Joseph | 12,431 | $37.7 萬 | 0.14% | +200+1.6% | 加碼 |
| Graypoint LLC | 12,446 | $37.8 萬 | 0.04% | −3,112−20.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 12,447 | $37.8 萬 | 0.02% | +205+1.7% | 加碼 |
| Montchanin Asset Management, LLC | 12,250 | $38.0 萬 | 0.43% | −6,015−32.9% | 減碼 |
| Hill Investment Group Partners, LLC | 12,620 | $38.3 萬 | 0.07% | 00.0% | 不變 |
| WBH Advisory Inc | 12,636 | $38.4 萬 | 0.05% | +391+3.2% | 加碼 |
| Caldwell Trust Co | 12,675 | $38.5 萬 | 0.05% | −963−7.1% | 減碼 |
| Geneos Wealth Management Inc. | 12,724 | $38.6 萬 | 0.02% | +106+0.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 12,725 | $38.6 萬 | 0.07% | −1,076−7.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 12,640 | $38.7 萬 | 0.01% | −38,774−75.4% | 減碼 |
| Roman Butler Fullerton & Co | 10,928 | $38.9 萬 | 0.18% | +4,266+64.0% | 加碼 |
| Greenleaf Trust | 12,821 | $38.9 萬 | 0.00% | −3,845−23.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 12,824 | $38.9 萬 | 0.00% | +435+3.5% | 加碼 |
| New Hampshire Trust | 12,841 | $39.0 萬 | 0.10% | +608+5.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 12,910 | $39.2 萬 | 0.14% | −987−7.1% | 減碼 |
| Panagora Asset Management Inc | 12,916 | $39.2 萬 | 0.00% | −1,720−11.8% | 減碼 |
| Allen Investment Management LLC | 12,950 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,950 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Register Financial Advisors LLC | 12,952 | $39.3 萬 | 0.28% | +95+0.7% | 加碼 |
| Putnam Investments LLC | 12,974 | $39.4 萬 | 0.00% | +12,974 | 新進 |
| Avalon Trust Co | 13,000 | $39.5 萬 | 0.04% | −1,295−9.1% | 減碼 |
| Wrapmanager Inc | 13,005 | $39.5 萬 | 0.12% | −6,862−34.5% | 減碼 |
| Lindenwold Advisors | 13,072 | $39.7 萬 | 0.24% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $39.8 萬 | 0.14% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 13,126 | $39.8 萬 | 0.09% | +6,054+85.6% | 加碼 |
| Chesapeake Asset Management LLC | 13,184 | $40.0 萬 | 0.36% | −3,126−19.2% | 減碼 |
| IHT Wealth Management, LLC | 13,448 | $40.8 萬 | 0.02% | −6,615−33.0% | 減碼 |
| Live Oak Private Wealth LLC | 13,466 | $40.9 萬 | 0.08% | −236−1.7% | 減碼 |
| Ballentine Partners, LLC | 13,476 | $40.9 萬 | 0.01% | −333−2.4% | 減碼 |
| Meitav Dash Investments Ltd | 13,362 | $40.9 萬 | 0.00% | +13,362 | 新進 |
| Vectors Research Management, LLC | 13,525 | $41.0 萬 | 0.12% | −97−0.7% | 減碼 |
| Fisher Asset Management, LLC | 13,601 | $41.3 萬 | 0.00% | +7,010+106.4% | 加碼 |
| Partners in Financial Planning | 13,611 | $41.3 萬 | 0.11% | −9,929−42.2% | 減碼 |
| Brady Family Wealth, LLC | 13,735 | $41.7 萬 | 0.16% | +128+0.9% | 加碼 |
| Tandem Investment Advisors, Inc. | 13,793 | $41.9 萬 | 0.02% | −12,442−47.4% | 減碼 |
| Essex Financial Services, Inc. | 13,850 | $42.0 萬 | 0.05% | +149+1.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 13,955 | $42.2 萬 | 0.31% | −459−3.2% | 減碼 |
| FSB Premier Wealth Management, Inc. | 13,973 | $42.4 萬 | 0.23% | +1,604+13.0% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $42.6 萬 | 0.28% | 00.0% | 不變 |
| Community Trust & Investment Co | 14,175 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 14,273 | $43.3 萬 | 0.12% | −10,917−43.3% | 減碼 |
| Evercore Wealth Management, LLC | 14,287 | $43.4 萬 | 0.01% | +4,493+45.9% | 加碼 |
| Haverford Trust Co | 14,340 | $43.5 萬 | 0.00% | −8,089−36.1% | 減碼 |
| Evergreen Capital Management LLC | 14,392 | $43.7 萬 | 0.02% | +7,242+101.3% | 加碼 |
| Quantinno Capital Management LP | 14,532 | $44.1 萬 | 0.03% | +3,993+37.9% | 加碼 |
| Montag & Caldwell, LLC | 14,562 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Simmons Bank | 14,632 | $44.4 萬 | 0.04% | +2,892+24.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,681 | $44.6 萬 | 0.06% | −388−2.6% | 減碼 |
| Principle Wealth Partners LLC | 14,700 | $44.6 萬 | 0.04% | +14,700 | 新進 |
| Shell Asset Management Co | 14,777 | $44.8 萬 | 0.02% | −43,878−74.8% | 減碼 |
| Maven Securities LTD | 14,800 | $44.9 萬 | 0.06% | −5,233−26.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,863 | $45.1 萬 | 0.28% | −360−2.4% | 減碼 |
| Veriti Management LLC | 14,978 | $45.5 萬 | 0.05% | −5,703−27.6% | 減碼 |
| Rede Wealth, LLC | 14,983 | $45.5 萬 | 0.22% | +8+0.1% | 加碼 |
| Coldstream Capital Management Inc | 15,028 | $45.6 萬 | 0.01% | +1,780+13.4% | 加碼 |
| Empowered Funds, LLC | 15,116 | $45.9 萬 | 0.02% | +7,623+101.7% | 加碼 |
| EA Series Trust | 15,116 | $45.9 萬 | 0.02% | +15,116 | 新進 |
| Resources Management Corp | 15,200 | $46.1 萬 | 0.07% | −36,624−70.7% | 減碼 |
| Investment Research & Advisory Group, Inc. | 15,221 | $46.2 萬 | 0.27% | −147−1.0% | 減碼 |
| Israel Discount Bank of New York | 15,301 | $46.4 萬 | 0.37% | +1,140+8.1% | 加碼 |
| Mayfair Advisory Group, LLC | 14,647 | $46.7 萬 | 0.47% | +238+1.7% | 加碼 |
| 1776 Wealth LLC | 15,389 | $46.7 萬 | 0.25% | +600+4.1% | 加碼 |
| WBI Investments | 15,511 | $47.1 萬 | 0.09% | −2,418−13.5% | 減碼 |
| Linker Capital Management Inc. | 15,519 | $47.1 萬 | 0.50% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 15,539 | $47.2 萬 | 0.14% | +30.0% | 加碼 |
| Insigneo Advisory Services, LLC | 15,621 | $47.4 萬 | 0.09% | +6,081+63.7% | 加碼 |
| First Commonwealth Financial Corp | 15,681 | $47.6 萬 | 0.15% | +5,601+55.6% | 加碼 |