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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 15,732 | $47.7 萬 | 0.06% | +1,398+9.8% | 加碼 |
| Sowell Financial Services LLC | 15,738 | $47.8 萬 | 0.03% | +15,738 | 新進 |
| Trust Asset Management LLC | 15,787 | $47.9 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 15,798 | $47.9 萬 | 0.02% | −526−3.2% | 減碼 |
| West Paces Advisors Inc. | 16,001 | $48.6 萬 | 0.14% | −10,274−39.1% | 減碼 |
| Delta Accumulation, LLC | 16,006 | $48.6 萬 | 6.09% | −111,994−87.5% | 減碼 |
| Garde Capital, Inc. | 16,000 | $48.6 萬 | 0.04% | +16,000 | 新進 |
| Hall Private Wealth Advisors | 16,117 | $48.9 萬 | 0.26% | −609−3.6% | 減碼 |
| Westwood Holdings Group Inc. | 16,187 | $49.1 萬 | 0.00% | −28,956−64.1% | 減碼 |
| GW Henssler & Associates Ltd | 16,389 | $49.7 萬 | 0.03% | −2,023−11.0% | 減碼 |
| Bessemer Securities LLC | 16,396 | $49.8 萬 | 0.33% | −3,300−16.8% | 減碼 |
| Cigna Investments Inc | 16,427 | $49.9 萬 | 0.09% | +281+1.7% | 加碼 |
| FLC Capital Advisors | 16,453 | $49.9 萬 | 0.15% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 16,482 | $50.0 萬 | 0.34% | +679+4.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 16,540 | $50.2 萬 | 0.04% | +202+1.2% | 加碼 |
| Atticus Wealth Management, LLC | 16,581 | $50.3 萬 | 0.19% | −3,820−18.7% | 減碼 |
| MTM Investment Management, LLC | 16,640 | $50.5 萬 | 0.25% | −5,297−24.1% | 減碼 |
| Brookstone Capital Management | 15,855 | $50.5 萬 | 0.01% | −13,394−45.8% | 減碼 |
| Financial Advocates Investment Management | 16,658 | $50.6 萬 | 0.04% | +4,412+36.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $50.7 萬 | 0.02% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 16,754 | $50.8 萬 | 0.05% | −5,286−24.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $51.0 萬 | 0.17% | 00.0% | 不變 |
| Intrust Bank NA | 16,803 | $51.0 萬 | 0.06% | −3,242−16.2% | 減碼 |
| Eastover Investment Advisors LLC | 16,920 | $51.4 萬 | 0.27% | −231−1.3% | 減碼 |
| Gabelli Funds LLC | 17,000 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 17,052 | $51.8 萬 | 0.05% | +17,052 | 新進 |
| Fiduciary Group LLC | 17,228 | $52.3 萬 | 0.06% | +2,864+19.9% | 加碼 |
| Boston Trust Walden Corp | 17,337 | $52.6 萬 | 0.00% | −481−2.7% | 減碼 |
| Fund Management at Engine No. 1 LLC | 17,337 | $52.6 萬 | 0.10% | +1,239+7.7% | 加碼 |
| Xcel Wealth Management, LLC | 17,372 | $52.7 萬 | 0.17% | +1,300+8.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 17,372 | $52.7 萬 | 0.24% | +1,361+8.5% | 加碼 |
| Thompson Investment Management, Inc. | 17,374 | $52.7 萬 | 0.09% | +945+5.8% | 加碼 |
| Marcum Wealth, LLC | 17,386 | $52.8 萬 | 0.06% | −1,996−10.3% | 減碼 |
| Spire Wealth Management | 17,422 | $52.9 萬 | 0.02% | −1,136−6.1% | 減碼 |
| Cunning Capital Partners, LP | 0 | $53.1 萬 | 0.34% | 0 | 新進 |
| Edmond de Rothschild Holding S.A. | 17,800 | $54.0 萬 | 0.01% | −19,426−52.2% | 減碼 |
| Reuter James Wealth Management, LLC | 17,947 | $54.5 萬 | 0.66% | −236−1.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 17,993 | $54.6 萬 | 0.10% | −1,058−5.6% | 減碼 |
| Game Creek Capital, LP | 18,000 | $54.6 萬 | 0.36% | −1,000−5.3% | 減碼 |
| Norway Savings Bank | 18,090 | $54.9 萬 | 0.30% | −1,620−8.2% | 減碼 |
| Franklin Street Advisors Inc | 18,136 | $55.0 萬 | 0.05% | −1,833−9.2% | 減碼 |
| Lido Advisors, LLC | 18,158 | $55.1 萬 | 0.01% | −2,548−12.3% | 減碼 |
| Ethic Inc. | 18,277 | $55.5 萬 | 0.02% | −10,965−37.5% | 減碼 |
| CAPROCK Group, Inc. | 18,282 | $55.5 萬 | 0.04% | −3,240−15.1% | 減碼 |
| Bokf, NA | 18,350 | $55.7 萬 | 0.01% | −5,979−24.6% | 減碼 |
| Trust Investment Advisors | 18,458 | $56.0 萬 | 0.45% | +18,458 | 新進 |
| Pitcairn Co | 18,487 | $56.1 萬 | 0.05% | −9,854−34.8% | 減碼 |
| Busey Wealth Management | 18,488 | $56.1 萬 | 0.02% | +10,531+132.3% | 加碼 |
| Staley Capital Advisers Inc | 18,500 | $56.1 萬 | 0.03% | 00.0% | 不變 |
| Grove Bank & Trust | 18,525 | $56.2 萬 | 0.11% | −1,310−6.6% | 減碼 |
| Hilltop Holdings Inc. | 18,583 | $56.4 萬 | 0.07% | +594+3.3% | 加碼 |
| RMR Wealth Builders | 18,841 | $57.2 萬 | 0.10% | +9,516+102.0% | 加碼 |
| American Trust | 18,904 | $57.4 萬 | 0.04% | 00.0% | 不變 |
| Central Trust Co | 18,946 | $57.5 萬 | 0.02% | −6,060−24.2% | 減碼 |
| Tiaa, FSB | 19,047 | $57.8 萬 | 0.00% | +1,799+10.4% | 加碼 |
| Intech Investment Management LLC | 19,177 | $58.2 萬 | 0.01% | −98,133−83.7% | 減碼 |
| Park Place Capital Corp | 19,180 | $58.2 萬 | 0.16% | −4,961−20.6% | 減碼 |
| Cassia Capital Partners, LLC | 19,237 | $58.4 萬 | 0.46% | −50.0% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 19,294 | $58.6 萬 | 0.12% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 19,309 | $58.6 萬 | 0.22% | +4,273+28.4% | 加碼 |
| Wealth Quarterback LLC | 19,352 | $58.7 萬 | 0.41% | +831+4.5% | 加碼 |
| Boothbay Fund Management, LLC | 19,405 | $58.9 萬 | 0.02% | +19,405 | 新進 |
| Westover Capital Advisors, LLC | 19,407 | $58.9 萬 | 0.20% | −12,328−38.8% | 減碼 |
| Rollins Financial | 19,451 | $59.0 萬 | 0.16% | +10,400+114.9% | 加碼 |
| City Holding Co | 19,458 | $59.0 萬 | 0.10% | +5,457+39.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 19,476 | $59.1 萬 | 0.06% | +19,476 | 新進 |
| Equitable Holdings, Inc. | 19,544 | $59.3 萬 | 0.01% | −90−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 19,595 | $59.5 萬 | 0.01% | +1,527+8.5% | 加碼 |
| Washington Trust Co | 19,602 | $59.5 萬 | 0.03% | −27,347−58.2% | 減碼 |
| Sumitomo Life Insurance Co | 19,782 | $60.0 萬 | 0.03% | −1,757−8.2% | 減碼 |
| Northwest & Ethical Investments L.P. | 19,841 | $60.2 萬 | 0.02% | −34,196−63.3% | 減碼 |
| Canal Capital Management, LLC | 19,881 | $60.3 萬 | 0.12% | +165+0.8% | 加碼 |
| Wetherby Asset Management Inc | 19,927 | $60.5 萬 | 0.03% | −2,505−11.2% | 減碼 |
| Fee-Only Financial Planning, L.C. | 20,014 | $60.7 萬 | 0.46% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 20,025 | $60.8 萬 | 0.01% | +2,500+14.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 20,107 | $61.0 萬 | 0.05% | +3,274+19.4% | 加碼 |
| OmniStar Financial Group, Inc. | 20,198 | $61.3 萬 | 0.72% | +24+0.1% | 加碼 |
| Concord Asset Management, LLC | 20,233 | $61.4 萬 | 0.22% | +4,531+28.9% | 加碼 |
| Profund Advisors LLC | 20,295 | $61.6 萬 | 0.03% | −735−3.5% | 減碼 |
| Ieq Capital, LLC | 20,350 | $61.8 萬 | 0.01% | −916−4.3% | 減碼 |
| Meridian Wealth Management, LLC | 20,547 | $62.4 萬 | 0.05% | −1,967−8.7% | 減碼 |
| Cravens & Co Advisors, LLC | 20,679 | $62.8 萬 | 0.58% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 18,814 | $62.9 萬 | 0.33% | +1,801+10.6% | 加碼 |
| Lebenthal Global Advisors, LLC | 20,912 | $63.5 萬 | 0.18% | +6,897+49.2% | 加碼 |
| Centiva Capital, LP | 20,936 | $63.5 萬 | 0.03% | +13,767+192.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 20,007 | $64.2 萬 | 0.11% | +10,414+108.6% | 加碼 |
| Carson Advisory Inc. | 21,161 | $64.2 萬 | 0.54% | +3,622+20.7% | 加碼 |
| Leisure Capital Management | 21,182 | $64.3 萬 | 0.35% | +1,802+9.3% | 加碼 |
| Transatlantique Private Wealth LLC | 21,236 | $64.5 萬 | 0.34% | −5,343−20.1% | 減碼 |
| PEAK6 Investments LLC | 21,270 | $64.6 萬 | 0.06% | −207,802−90.7% | 減碼 |
| Summit Financial Group Inc | 21,364 | $64.8 萬 | 0.25% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 21,500 | $65.3 萬 | 0.02% | −35,600−62.3% | 減碼 |
| Great Lakes Retirement, Inc. | 21,505 | $65.3 萬 | 0.12% | +976+4.8% | 加碼 |
| Clearstead Advisors, LLC | 21,533 | $65.4 萬 | 0.04% | +788+3.8% | 加碼 |
| Westfield Capital Management Co LP | 21,720 | $65.9 萬 | 0.00% | +21,720 | 新進 |
| Northwest Bank & Trust Co | 21,770 | $66.0 萬 | 0.64% | +21,770 | 新進 |
| Vontobel Holding Ltd. | 21,795 | $66.1 萬 | 0.01% | +853+4.1% | 加碼 |
| Los Angeles Capital Management LLC | 21,857 | $66.3 萬 | 0.00% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 21,893 | $66.4 萬 | 0.19% | −302−1.4% | 減碼 |
| Wealthspire Advisors, LLC | 22,017 | $66.8 萬 | 0.01% | −924−4.0% | 減碼 |