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 |
|---|---|---|---|---|---|
| Ossiam | 22,203 | $67.4 萬 | 0.01% | −16,907−43.2% | 減碼 |
| Penserra Capital Management LLC | 22,369 | $67.7 萬 | 0.01% | +10,864+94.4% | 加碼 |
| Certified Advisory Corp | 22,313 | $67.7 萬 | 0.12% | −421−1.9% | 減碼 |
| Hancock Whitney Corp | 22,541 | $68.3 萬 | 0.03% | +12,457+123.5% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 22,822 | $69.3 萬 | 0.21% | −9,891−30.2% | 減碼 |
| Widmann Financial Services, Inc. | 22,822 | $69.3 萬 | 0.66% | +202+0.9% | 加碼 |
| Advisor Partners II, LLC | 23,011 | $69.8 萬 | 0.03% | −12,602−35.4% | 減碼 |
| KG&L Capital Management,LLC | 23,099 | $70.1 萬 | 0.34% | +23,099 | 新進 |
| Procyon Private Wealth Partners, LLC | 23,217 | $70.5 萬 | 0.09% | −143−0.6% | 減碼 |
| Capital Asset Advisory Services LLC | 21,494 | $71.1 萬 | 0.05% | −2,010−8.6% | 減碼 |
| Aull & Monroe Investment Management Corp | 23,460 | $71.2 萬 | 0.36% | −411−1.7% | 減碼 |
| Shepherd Financial Partners LLC | 23,562 | $71.5 萬 | 0.11% | +2,438+11.5% | 加碼 |
| Monument Capital Management | 23,620 | $71.7 萬 | 0.23% | +27+0.1% | 加碼 |
| Intrua Financial, LLC | 23,855 | $72.4 萬 | 0.13% | +5,696+31.4% | 加碼 |
| Allworth Financial LP | 24,024 | $72.9 萬 | 0.01% | +2,771+13.0% | 加碼 |
| Verity & Verity, LLC | 24,094 | $73.1 萬 | 0.09% | −334,973−93.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $73.2 萬 | 0.07% | −200−0.8% | 減碼 |
| Sheets Smith Wealth Management | 24,279 | $73.7 萬 | 0.11% | −161−0.7% | 減碼 |
| Lakeview Capital Partners, LLC | 24,299 | $73.7 萬 | 0.14% | +1,040+4.5% | 加碼 |
| IFP Advisors, Inc | 13,523 | $74.0 萬 | 0.04% | −404−2.9% | 減碼 |
| ProVise Management Group, LLC | 24,610 | $74.7 萬 | 0.07% | +5,928+31.7% | 加碼 |
| Select Asset Management & Trust | 24,972 | $75.8 萬 | 0.46% | +2,875+13.0% | 加碼 |
| HM Payson & Co | 25,002 | $75.9 萬 | 0.02% | −2,028−7.5% | 減碼 |
| Rossmore Private Capital | 25,207 | $76.5 萬 | 0.11% | −1,467−5.5% | 減碼 |
| Nicolet Bankshares Inc | 37,053 | $76.6 萬 | 0.22% | +14,695+65.7% | 加碼 |
| First Horizon Advisors, Inc. | 25,420 | $77.2 萬 | 0.03% | −451−1.7% | 減碼 |
| Savant Capital, LLC | 25,502 | $77.4 萬 | 0.01% | +2,363+10.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 25,671 | $77.9 萬 | 0.17% | +715+2.9% | 加碼 |
| Van Leeuwen & Company, LLC | 24,899 | $78.2 萬 | 0.49% | +40+0.2% | 加碼 |
| RBF Capital, LLC | 25,900 | $78.6 萬 | 0.05% | 00.0% | 不變 |
| Colony Group LLC | 26,016 | $79.0 萬 | 0.01% | +3,305+14.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 26,053 | $79.1 萬 | 0.28% | +15,438+145.4% | 加碼 |
| XTX Topco Ltd | 26,069 | $79.1 萬 | 0.14% | +26,069 | 新進 |
| Smith, Salley & Associates | 26,099 | $79.2 萬 | 0.06% | −90,804−77.7% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 26,623 | $81.0 萬 | 0.80% | −1,702−6.0% | 減碼 |
| Resources Investment Advisors, LLC. | 26,767 | $81.2 萬 | 0.02% | −95−0.4% | 減碼 |
| EPG Wealth Management LLC | 27,187 | $82.5 萬 | 0.24% | +8,708+47.1% | 加碼 |
| Applied Capital LLC | 27,216 | $82.6 萬 | 0.78% | +7,984+41.5% | 加碼 |
| First Bank & Trust | 27,359 | $83.0 萬 | 0.21% | −15,209−35.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 27,533 | $83.6 萬 | 0.05% | +1,393+5.3% | 加碼 |
| Valeo Financial Advisors, LLC | 27,628 | $83.9 萬 | 0.04% | +1,313+5.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 27,691 | $84.0 萬 | 0.11% | +1,245+4.7% | 加碼 |
| Founders Financial Alliance, LLC | 27,715 | $84.1 萬 | 0.33% | +4,825+21.1% | 加碼 |
| United Bank | 27,927 | $84.8 萬 | 0.10% | −757−2.6% | 減碼 |
| Csenge Advisory Group | 27,994 | $85.0 萬 | 0.06% | −408−1.4% | 減碼 |
| Ally Financial Inc. | 28,000 | $85.0 萬 | 0.12% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 28,232 | $85.7 萬 | 0.17% | −5,026−15.1% | 減碼 |
| Trust Co of Virginia | 28,273 | $85.8 萬 | 0.09% | −561−1.9% | 減碼 |
| River Oaks Capital LLC | 28,300 | $85.9 萬 | 1.31% | +9,800+53.0% | 加碼 |
| Jacobi Capital Management LLC | 28,405 | $86.2 萬 | 0.10% | +3,476+13.9% | 加碼 |
| Plimoth Trust Co LLC | 28,478 | $86.4 萬 | 0.26% | −1,150−3.9% | 減碼 |
| Steel Canyon Capital, LLC | 28,514 | $86.5 萬 | 1.36% | +28,514 | 新進 |
| CSS LLC | 28,618 | $86.9 萬 | 0.07% | +10,000+53.7% | 加碼 |
| GoalVest Advisory LLC | 28,685 | $87.1 萬 | 0.45% | −1,910−6.2% | 減碼 |
| First Heartland Consultants, Inc. | 28,736 | $87.2 萬 | 0.11% | +10,214+55.1% | 加碼 |
| Alberta Investment Management Corp | 28,800 | $87.4 萬 | 0.01% | 00.0% | 不變 |
| Comerica Securities,inc. | 28,840 | $87.5 萬 | 0.06% | −8,274−22.3% | 減碼 |
| Voya Financial Advisors, Inc. | 28,609 | $87.7 萬 | 0.10% | −1,470−4.9% | 減碼 |
| Fort Sheridan Advisors LLC | 29,239 | $88.7 萬 | 0.20% | +43+0.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 29,283 | $88.9 萬 | 0.01% | −3,855−11.6% | 減碼 |
| Mutual Advisors, LLC | 29,285 | $88.9 萬 | 0.03% | +1,130+4.0% | 加碼 |
| Dividend Assets Capital, LLC | 29,496 | $89.5 萬 | 0.18% | −741−2.5% | 減碼 |
| Curated Wealth Partners LLC | 30,168 | $91.6 萬 | 0.18% | −2,581−7.9% | 減碼 |
| RFP Financial Group LLC | 30,197 | $91.6 萬 | 0.37% | +22,500+292.3% | 加碼 |
| Poehling Capital Management, LLC | 30,210 | $91.7 萬 | 0.31% | −13,225−30.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 30,437 | $92.4 萬 | 0.05% | −16,103−34.6% | 減碼 |
| RFG Advisory, LLC | 30,598 | $92.9 萬 | 0.04% | +527+1.8% | 加碼 |
| Brighton Jones LLC | 30,721 | $93.2 萬 | 0.05% | +5,606+22.3% | 加碼 |
| Foundations Investment Advisors, LLC | 30,751 | $93.3 萬 | 0.03% | +4,336+16.4% | 加碼 |
| Oak Thistle LLC | 30,786 | $93.4 萬 | 0.49% | +30,786 | 新進 |
| Ballast, Inc. | 30,982 | $94.0 萬 | 0.36% | +3,287+11.9% | 加碼 |
| United Services Automobile Association | 31,075 | $94.3 萬 | 0.03% | −3,631−10.5% | 減碼 |
| Vestcor Inc | 31,180 | $94.6 萬 | 0.03% | −152−0.5% | 減碼 |
| Strategic Advisors LLC | 31,670 | $96.1 萬 | 0.18% | −3,918−11.0% | 減碼 |
| Bridgefront Capital, LLC | 31,672 | $96.1 萬 | 0.52% | −10,422−24.8% | 減碼 |
| Farmers National Bank | 31,748 | $96.4 萬 | 0.33% | −2,307−6.8% | 減碼 |
| Bank Ozk | 31,945 | $97.0 萬 | 0.46% | +610+1.9% | 加碼 |
| Siemens Fonds Invest GmbH | 32,109 | $97.0 萬 | 0.09% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 32,144 | $97.6 萬 | 0.02% | 00.0% | 不變 |
| MCF Advisors LLC | 32,281 | $98.0 萬 | 0.09% | +133+0.4% | 加碼 |
| Davis Investment Partners, LLC | 29,850 | $98.7 萬 | 0.47% | −435−1.4% | 減碼 |
| South State Corp. | 32,631 | $99.0 萬 | 0.09% | −3,739−10.3% | 減碼 |
| Sawtooth Solutions, LLC | 32,766 | $99.4 萬 | 0.03% | +3,495+11.9% | 加碼 |
| Bleakley Financial Group, LLC | 32,776 | $99.5 萬 | 0.03% | +3,510+12.0% | 加碼 |
| Transcend Wealth Collective, LLC | 32,795 | $99.5 萬 | 0.09% | −562−1.7% | 減碼 |
| Engineers Gate Manager LP | 32,879 | $99.8 萬 | 0.04% | −834−2.5% | 減碼 |
| BCS Wealth Management | 32,955 | $100.0 萬 | 0.73% | +32,955 | 新進 |
| Hendershot Investments Inc. | 33,371 | $101.3 萬 | 0.16% | −1,508−4.3% | 減碼 |
| We Are One Seven, LLC | 33,641 | $102.1 萬 | 0.09% | −12,041−26.4% | 減碼 |
| NewEdge Wealth, LLC | 33,645 | $102.1 萬 | 0.03% | −9,428−21.9% | 減碼 |
| MBL Wealth, LLC | 33,846 | $102.7 萬 | 0.15% | +4,074+13.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 33,898 | $102.9 萬 | 0.07% | −1,837−5.1% | 減碼 |
| Cornerstone Advisory, LLC | 33,948 | $103.0 萬 | 0.18% | +634+1.9% | 加碼 |
| McMillion Capital Management Inc | 34,839 | $105.7 萬 | 0.94% | −160−0.5% | 減碼 |
| Pettee Investors, Inc. | 35,069 | $106.4 萬 | 0.48% | +780+2.3% | 加碼 |
| St. Johns Investment Management Company, LLC | 35,153 | $106.7 萬 | 0.58% | +121+0.3% | 加碼 |
| Snowden Capital Advisors LLC | 35,392 | $107.4 萬 | 0.04% | −6,566−15.6% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 35,722 | $108.4 萬 | 0.59% | +6,015+20.2% | 加碼 |
| Tredje AP-fonden | 35,754 | $108.5 萬 | 0.02% | +5,918+19.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 35,802 | $108.7 萬 | 0.08% | −4,696−11.6% | 減碼 |