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 3 季 13F 持有人
Truist Financial Corp 在 2023/9/30 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
- 1,272
- 較 2023 年第 2 季 −22 家
- 持有股數
- 9.34 億
- 較 2023 年第 2 季 −2,876 萬 (−3.0%)
- 總市值
- $267.4 億
- 較 2023 年第 2 季 −$24.7 億 (−8.4%)
- 新進機構
- 111
- 另有 446 家加碼
- 清倉機構
- 133
- 另有 561 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 4,524 | $12.9 萬 | 0.02% | +205+4.7% | 加碼 |
| Hartford Financial Management Inc. | 4,555 | $13.0 萬 | 0.03% | −913−16.7% | 減碼 |
| Sunbelt Securities, Inc. | 4,692 | $13.4 萬 | 0.02% | +2,177+86.6% | 加碼 |
| Horizon Bancorp Inc | 4,725 | $13.5 萬 | 0.09% | +4,042+591.8% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 4,723 | $13.5 萬 | 0.11% | +1,594+50.9% | 加碼 |
| Washington Trust Co | 4,847 | $13.9 萬 | 0.01% | −14,755−75.3% | 減碼 |
| Cape Investment Advisory, Inc. | 4,849 | $13.9 萬 | 0.08% | +335+7.4% | 加碼 |
| Covestor Ltd | 4,976 | $14.2 萬 | 0.11% | +611+14.0% | 加碼 |
| Harbour Investments, Inc. | 4,971 | $14.2 萬 | 0.01% | −363−6.8% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 5,035 | $14.4 萬 | 0.08% | +5,035 | 新進 |
| Federation des caisses Desjardins du Quebec | 5,179 | $14.8 萬 | 0.00% | −7,645−59.6% | 減碼 |
| Parallel Advisors, LLC | 5,413 | $15.5 萬 | 0.01% | −509−8.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,453 | $15.6 萬 | 0.01% | +2,093+62.3% | 加碼 |
| Financial Management Professionals, Inc. | 5,500 | $15.7 萬 | 0.03% | −37−0.7% | 減碼 |
| Central Bank & Trust Co | 5,510 | $15.8 萬 | 0.03% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 5,520 | $15.8 萬 | 0.04% | +12+0.2% | 加碼 |
| Resurgent Financial Advisors LLC | 5,540 | $15.8 萬 | 0.11% | +611+12.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 5,597 | $16.0 萬 | 0.08% | +1,450+35.0% | 加碼 |
| Riverview Trust Co | 5,627 | $16.1 萬 | 0.14% | +857+18.0% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,696 | $16.2 萬 | 0.04% | −4,995−46.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 6,024 | $17.2 萬 | 0.02% | −6,118−50.4% | 減碼 |
| AlphaMark Advisors, LLC | 6,044 | $17.3 萬 | 0.07% | +34+0.6% | 加碼 |
| 1832 Asset Management L.P. | 6,105 | $17.5 萬 | 0.00% | −37,350−86.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $17.7 萬 | 0.10% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 6,173 | $17.7 萬 | 0.04% | −736−10.7% | 減碼 |
| Annapolis Financial Services, LLC | 6,215 | $17.8 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 6,219 | $17.8 萬 | 0.02% | −2,870−31.6% | 減碼 |
| Emfo, LLC | 6,315 | $18.1 萬 | 0.17% | 00.0% | 不變 |
| Baldwin Brothers Inc | 6,556 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 6,651 | $19.0 萬 | 1.21% | −390−5.5% | 減碼 |
| HHM Wealth Advisors, LLC | 6,735 | $19.3 萬 | 0.04% | +1,208+21.9% | 加碼 |
| Nemes Rush Group LLC | 6,787 | $19.4 萬 | 0.04% | −225−3.2% | 減碼 |
| Bessemer Securities LLC | 6,966 | $19.9 萬 | 0.28% | −9,430−57.5% | 減碼 |
| CSM Advisors, LLC | 6,991 | $20.0 萬 | 0.02% | −1,100−13.6% | 減碼 |
| NSI Retail Advisors, LLC | 6,991 | $20.0 萬 | 0.04% | −1,100−13.6% | 減碼 |
| Occidental Asset Management, LLC | 6,991 | $20.0 萬 | 0.05% | −76−1.1% | 減碼 |
| Tobam | 7,025 | $20.1 萬 | 0.02% | +158+2.3% | 加碼 |
| Lafayette Investments, Inc. | 7,045 | $20.2 萬 | 0.05% | −100−1.4% | 減碼 |
| Rehmann Capital Advisory Group | 7,049 | $20.2 萬 | 0.02% | −2,937−29.4% | 減碼 |
| Westover Capital Advisors, LLC | 7,059 | $20.2 萬 | 0.07% | −12,348−63.6% | 減碼 |
| Northern Financial Advisors Inc | 7,059 | $20.2 萬 | 0.18% | −28−0.4% | 減碼 |
| Cutler Capital Management, LLC | 7,084 | $20.3 萬 | 0.09% | +7,084 | 新進 |
| MAI Capital Management | 7,086 | $20.3 萬 | 0.00% | −1,305−15.6% | 減碼 |
| KCM Investment Advisors LLC | 7,100 | $20.3 萬 | 0.01% | −2,964−29.5% | 減碼 |
| PFG Investments, LLC | 7,123 | $20.4 萬 | 0.04% | +7,123 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 7,137 | $20.4 萬 | 0.01% | −324,471−97.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 7,178 | $20.5 萬 | 0.01% | −1,405−16.4% | 減碼 |
| Hoxton Planning & Management, LLC | 7,201 | $20.6 萬 | 0.13% | +7,201 | 新進 |
| Day & Ennis, LLC | 7,214 | $20.6 萬 | 0.08% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 7,247 | $20.7 萬 | 0.02% | −2,113−22.6% | 減碼 |
| 1620 Investment Advisors, Inc. | 7,261 | $20.8 萬 | 0.24% | −67−0.9% | 減碼 |
| Morris Financial Concepts, Inc. | 7,294 | $20.9 萬 | 0.14% | 00.0% | 不變 |
| Geller Advisors LLC | 7,309 | $20.9 萬 | 0.02% | −309−4.1% | 減碼 |
| Echo Street Capital Management LLC | 7,385 | $21.1 萬 | 0.00% | +7,385 | 新進 |
| Main Street Financial Solutions, LLC | 7,424 | $21.2 萬 | 0.03% | −263−3.4% | 減碼 |
| Chemung Canal Trust Co | 7,425 | $21.2 萬 | 0.05% | −3,987−34.9% | 減碼 |
| Silver Oak Securities, Inc | 7,446 | $21.3 萬 | 0.05% | −1,413−15.9% | 減碼 |
| Johnson Investment Counsel Inc | 7,468 | $21.4 萬 | 0.00% | +7,468 | 新進 |
| Kingfisher Capital LLC | 7,493 | $21.4 萬 | 0.06% | +38+0.5% | 加碼 |
| Terry L. Blaker | 7,592 | $21.7 萬 | 0.02% | −1,899−20.0% | 減碼 |
| Centurion Wealth Management LLC | 7,603 | $21.8 萬 | 0.11% | +7,603 | 新進 |
| Madison Wealth Management | 7,616 | $21.8 萬 | 0.05% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 7,644 | $21.8 萬 | 0.02% | +7,644 | 新進 |
| Phillips Wealth Planners LLC | 7,791 | $21.9 萬 | 0.30% | −4,458−36.4% | 減碼 |
| Selective Wealth Management, Inc. | 8,048 | $21.9 萬 | 0.12% | −367−4.4% | 減碼 |
| Samalin Investment Counsel, LLC | 7,650 | $21.9 萬 | 0.13% | −102−1.3% | 減碼 |
| Systematic Financial Management LP | 7,659 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Trust Co | 7,675 | $22.0 萬 | 0.00% | −156−2.0% | 減碼 |
| Quantum Financial Advisors, LLC | 7,722 | $22.1 萬 | 0.06% | +7,722 | 新進 |
| Sentry Investment Management LLC | 7,709 | $22.1 萬 | 0.11% | −1,606−17.2% | 減碼 |
| Aldebaran Financial Inc. | 7,759 | $22.2 萬 | 0.36% | +7,759 | 新進 |
| Perigon Wealth Management, LLC | 7,767 | $22.2 萬 | 0.01% | −599−7.2% | 減碼 |
| Evermay Wealth Management LLC | 7,776 | $22.2 萬 | 0.05% | +461+6.3% | 加碼 |
| Conning Inc. | 7,815 | $22.4 萬 | 0.01% | +370+5.0% | 加碼 |
| Abn Amro Investment Solutions | 7,816 | $22.4 萬 | 0.00% | +7,816 | 新進 |
| Wagner Wealth Management, LLC | 7,845 | $22.4 萬 | 0.08% | −200−2.5% | 減碼 |
| Sage Mountain Advisors LLC | 7,960 | $22.8 萬 | 0.03% | +236+3.1% | 加碼 |
| Aspire Private Capital, LLC | 7,962 | $22.8 萬 | 0.07% | +1,308+19.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 7,985 | $22.8 萬 | 0.01% | −11,856−59.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 8,032 | $23.0 萬 | 0.00% | −142,787−94.7% | 減碼 |
| Avaii Wealth Management, LLC | 8,099 | $23.2 萬 | 0.18% | +8,099 | 新進 |
| WBH Advisory Inc | 8,109 | $23.2 萬 | 0.03% | −4,527−35.8% | 減碼 |
| Peachtree Investment Partners, LLC | 8,165 | $23.4 萬 | 0.12% | −298−3.5% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $23.5 萬 | 0.09% | +8,208 | 新進 |
| EP Wealth Advisors, LLC | 8,229 | $23.5 萬 | 0.00% | −75,265−90.1% | 減碼 |
| NinePointTwo Capital | 8,266 | $23.6 萬 | 0.10% | +8,266 | 新進 |
| Octavia Wealth Advisors, LLC | 8,276 | $23.7 萬 | 0.05% | +8,276 | 新進 |
| Cim Investment Mangement Inc | 8,416 | $24.1 萬 | 0.09% | −224−2.6% | 減碼 |
| Altrius Capital Management Inc | 8,431 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 8,439 | $24.1 萬 | 0.11% | +8,439 | 新進 |
| Shelton Capital Management | 8,477 | $24.3 萬 | 0.01% | −800−8.6% | 減碼 |
| Cedar Brook Financial Partners, LLC | 8,518 | $24.4 萬 | 0.06% | +193+2.3% | 加碼 |
| Canton Hathaway, LLC | 8,516 | $24.4 萬 | 0.08% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 8,544 | $24.4 萬 | 0.10% | +335+4.1% | 加碼 |
| CIBC World Markets Inc. | 8,586 | $24.6 萬 | 0.00% | −70,855−89.2% | 減碼 |
| Nwam LLC | 8,615 | $24.6 萬 | 0.03% | +55+0.6% | 加碼 |
| Fisher Asset Management, LLC | 8,627 | $24.7 萬 | 0.00% | −4,974−36.6% | 減碼 |
| Asset Dedication, LLC | 8,584 | $24.7 萬 | 0.02% | −94−1.1% | 減碼 |
| Balentine LLC | 8,641 | $24.7 萬 | 0.01% | −3,624−29.5% | 減碼 |