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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 8,675 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 8,681 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 8,696 | $24.9 萬 | 0.05% | −84−1.0% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,690 | $24.9 萬 | 0.01% | +64+0.7% | 加碼 |
| Thrive Capital Management, LLC | 8,717 | $24.9 萬 | 0.14% | −33−0.4% | 減碼 |
| Radnor Capital Management, LLC | 8,732 | $25.0 萬 | 0.05% | −2,280−20.7% | 減碼 |
| GW Henssler & Associates Ltd | 8,812 | $25.2 萬 | 0.02% | −7,577−46.2% | 減碼 |
| Pinnacle Holdings, LLC | 8,867 | $25.4 萬 | 0.12% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 8,882 | $25.4 萬 | 0.07% | −1,319−12.9% | 減碼 |
| Enterprise Financial Services Corp | 8,919 | $25.5 萬 | 0.18% | −707−7.3% | 減碼 |
| Fiducient Advisors LLC | 8,946 | $25.6 萬 | 0.01% | −789−8.1% | 減碼 |
| Waycross Partners, LLC | 9,000 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 9,002 | $25.8 萬 | 0.04% | +463+5.4% | 加碼 |
| LexAurum Advisors, LLC | 9,013 | $25.8 萬 | 0.08% | +9,013 | 新進 |
| Beacon Investment Advisors LLC | 9,049 | $25.9 萬 | 0.18% | −788−8.0% | 減碼 |
| Hayek Kallen Investment Management | 9,047 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 9,059 | $25.9 萬 | 0.01% | −1,860−17.0% | 減碼 |
| Horizon Investments, LLC | 9,227 | $25.9 萬 | 0.01% | +248+2.8% | 加碼 |
| Invesco, LLC | 9,072 | $26.0 萬 | 0.13% | −212−2.3% | 減碼 |
| Essex Savings Bank | 9,083 | $26.0 萬 | 0.09% | 00.0% | 不變 |
| Parthenon LLC | 9,112 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Summit Asset Management, LLC | 9,122 | $26.1 萬 | 0.07% | +20+0.2% | 加碼 |
| BIP Wealth, LLC | 9,137 | $26.1 萬 | 0.02% | −362−3.8% | 減碼 |
| Cypress Wealth Services, LLC | 9,175 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| Quantinno Capital Management LP | 9,211 | $26.4 萬 | 0.01% | −5,321−36.6% | 減碼 |
| Caldwell Trust Co | 9,233 | $26.4 萬 | 0.04% | −3,442−27.2% | 減碼 |
| Bristlecone Advisors, LLC | 9,297 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| NFP Retirement, Inc. | 9,333 | $26.7 萬 | 0.05% | +13+0.1% | 加碼 |
| Everett Harris & Co | 9,351 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Maven Securities LTD | 9,360 | $26.8 萬 | 0.03% | −5,440−36.8% | 減碼 |
| Applied Finance Capital Management, LLC | 9,367 | $26.8 萬 | 0.03% | +1,570+20.1% | 加碼 |
| Augustine Asset Management Inc | 9,413 | $26.9 萬 | 0.12% | +9,413 | 新進 |
| NorthRock Partners, LLC | 9,419 | $26.9 萬 | 0.03% | +1,696+22.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 8,896 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 9,448 | $27.0 萬 | 0.20% | +233+2.5% | 加碼 |
| Uncommon Cents Investing LLC | 9,499 | $27.2 萬 | 0.10% | +9,499 | 新進 |
| IFP Advisors, Inc | 9,510 | $27.2 萬 | 0.01% | −4,013−29.7% | 減碼 |
| Prelude Capital Management, LLC | 9,520 | $27.2 萬 | 0.02% | −2,221−18.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 6,262 | $27.3 萬 | 0.10% | +6,262 | 新進 |
| Mission Creek Capital Partners, Inc. | 9,642 | $27.6 萬 | 0.09% | −198−2.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,696 | $27.7 萬 | 0.08% | −10,311−51.5% | 減碼 |
| Grant/GrossMendelsohn, LLC | 9,708 | $27.8 萬 | 0.12% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 9,719 | $27.8 萬 | 0.03% | +836+9.4% | 加碼 |
| 1st Source Bank | 9,759 | $27.9 萬 | 0.02% | +1,950+25.0% | 加碼 |
| Crawford Investment Counsel Inc | 9,808 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 9,806 | $28.1 萬 | 0.02% | +241+2.5% | 加碼 |
| Cypress Capital Group | 9,850 | $28.2 萬 | 0.04% | −792−7.4% | 減碼 |
| Summit Trail Advisors, LLC | 9,914 | $28.4 萬 | 0.01% | +419+4.4% | 加碼 |
| Guyasuta Investment Advisors Inc | 9,942 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 9,944 | $28.4 萬 | 0.00% | −9,600−49.1% | 減碼 |
| Roman Butler Fullerton & Co | 10,052 | $28.6 萬 | 0.13% | −876−8.0% | 減碼 |
| Stone Point Wealth LLC | 10,000 | $28.6 萬 | 0.12% | −1,100−9.9% | 減碼 |
| American Assets Inc | 10,000 | $28.6 萬 | 0.13% | 00.0% | 不變 |
| Capital City Trust Co | 10,013 | $28.6 萬 | 0.09% | −290−2.8% | 減碼 |
| Centennial Wealth Advisory LLC | 10,047 | $28.7 萬 | 0.15% | −40.0% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 10,078 | $28.8 萬 | 0.02% | +7+0.1% | 加碼 |
| Abacus Planning Group, Inc. | 10,125 | $29.0 萬 | 0.07% | +53+0.5% | 加碼 |
| ForthRight Wealth Management, LLC | 10,135 | $29.0 萬 | 0.12% | +61+0.6% | 加碼 |
| Naples Global Advisors, LLC | 10,154 | $29.1 萬 | 0.04% | +2,920+40.4% | 加碼 |
| Lake Street Advisors Group, LLC | 10,182 | $29.1 萬 | 0.02% | −1,579−13.4% | 減碼 |
| Triad Financial Advisors, Inc. | 10,207 | $29.2 萬 | 0.10% | −110−1.1% | 減碼 |
| Cobblestone Capital Advisors LLC | 10,305 | $29.5 萬 | 0.02% | −1,169−10.2% | 減碼 |
| Successful Portfolios LLC | 10,322 | $29.5 萬 | 0.26% | +518+5.3% | 加碼 |
| Continuum Advisory, LLC | 10,370 | $29.7 萬 | 0.05% | +30.0% | 加碼 |
| Ellevest, Inc. | 10,370 | $29.7 萬 | 0.02% | +10,370 | 新進 |
| Grey Street Capital, LLC | 10,385 | $29.7 萬 | 0.17% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 10,451 | $29.9 萬 | 0.09% | +3,501+50.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 10,457 | $29.9 萬 | 0.03% | +1,741+20.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 10,465 | $29.9 萬 | 0.05% | +1,010+10.7% | 加碼 |
| Boltwood Capital Management | 10,500 | $30.0 萬 | 0.11% | +2,820+36.7% | 加碼 |
| Klingman & Associates, LLC | 10,551 | $30.2 萬 | 0.02% | −303−2.8% | 減碼 |
| Eagle Strategies LLC | 10,575 | $30.3 萬 | 0.07% | +10,575 | 新進 |
| Altus Wealth Group LLC | 10,599 | $30.3 萬 | 0.19% | −222−2.1% | 減碼 |
| Gratus Capital LLC | 10,670 | $30.5 萬 | 0.02% | +1,002+10.4% | 加碼 |
| Simmons Bank | 10,691 | $30.6 萬 | 0.03% | −3,941−26.9% | 減碼 |
| Keel Point, LLC | 10,712 | $30.6 萬 | 0.04% | −276−2.5% | 減碼 |
| Forum Financial Management, LP | 10,714 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Golden State Equity Partners | 10,753 | $30.8 萬 | 0.09% | +1,926+21.8% | 加碼 |
| Rogco, LP | 10,882 | $31.1 萬 | 0.15% | +10,882 | 新進 |
| WealthTrust Axiom LLC | 10,924 | $31.3 萬 | 0.11% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,963 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 10,963 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 10,991 | $31.4 萬 | 0.04% | −248−2.2% | 減碼 |
| Taylor Hoffman Wealth Management | 11,084 | $31.7 萬 | 0.16% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 11,164 | $31.9 萬 | 0.01% | +616+5.8% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 11,187 | $32.0 萬 | 0.00% | +105+0.9% | 加碼 |
| Legacy Capital Group California, Inc. | 11,237 | $32.1 萬 | 0.14% | +102+0.9% | 加碼 |
| Boston Trust Walden Corp | 11,340 | $32.4 萬 | 0.00% | −5,997−34.6% | 減碼 |
| Merit Financial Group, LLC | 11,342 | $32.4 萬 | 0.01% | +257+2.3% | 加碼 |
| Verum Partners LLC | 11,348 | $32.5 萬 | 0.15% | −348−3.0% | 減碼 |
| Steel Peak Wealth Management LLC | 11,373 | $32.5 萬 | 0.02% | +11,373 | 新進 |
| Wrapmanager Inc | 11,398 | $32.6 萬 | 0.10% | −1,607−12.4% | 減碼 |
| Good Life Advisors, LLC | 11,629 | $33.3 萬 | 0.04% | +2,094+22.0% | 加碼 |
| Buckingham Strategic Partners | 11,632 | $33.3 萬 | 0.02% | +243+2.1% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $33.4 萬 | 0.17% | 00.0% | 不變 |
| Sigma Planning Corp | 11,661 | $33.4 萬 | 0.01% | +1,271+12.2% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 11,709 | $33.5 萬 | 0.02% | −35−0.3% | 減碼 |
| Westpac Banking Corp | 11,745 | $33.6 萬 | 0.03% | +3,744+46.8% | 加碼 |
| Nalls Sherbakoff Group, LLC | 11,794 | $33.7 萬 | 0.33% | +335+2.9% | 加碼 |