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 |
|---|---|---|---|---|---|
| City Holding Co | 16,499 | $47.2 萬 | 0.08% | −2,959−15.2% | 減碼 |
| Norway Savings Bank | 16,544 | $47.3 萬 | 0.23% | −1,546−8.5% | 減碼 |
| Resources Management Corp | 16,600 | $47.5 萬 | 0.08% | +1,400+9.2% | 加碼 |
| Capital Management Associates | 16,682 | $47.7 萬 | 0.70% | +16,682 | 新進 |
| Fiduciary Group LLC | 16,675 | $47.7 萬 | 0.06% | −553−3.2% | 減碼 |
| Lido Advisors, LLC | 16,682 | $47.7 萬 | 0.01% | −1,476−8.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16,705 | $47.8 萬 | 0.02% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 16,755 | $47.9 萬 | 0.21% | +6,540+64.0% | 加碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $48.0 萬 | 0.16% | 00.0% | 不變 |
| Eastover Investment Advisors LLC | 16,920 | $48.4 萬 | 0.29% | 00.0% | 不變 |
| Tiaa Trust, National Association | 16,927 | $48.4 萬 | 0.00% | +16,927 | 新進 |
| Gabelli Funds LLC | 17,000 | $48.6 萬 | 0.00% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 17,079 | $48.9 萬 | 0.06% | −11,657−40.6% | 減碼 |
| Ieq Capital, LLC | 17,162 | $49.1 萬 | 0.01% | −3,188−15.7% | 減碼 |
| Financial Advocates Investment Management | 17,162 | $49.1 萬 | 0.04% | +504+3.0% | 加碼 |
| Evergreen Capital Management LLC | 17,390 | $49.8 萬 | 0.02% | +2,998+20.8% | 加碼 |
| Wetherby Asset Management Inc | 17,497 | $50.1 萬 | 0.03% | −2,430−12.2% | 減碼 |
| Cunning Capital Partners, LP | 17,500 | $50.1 萬 | 0.33% | +17,500 | 加碼 |
| Busey Wealth Management | 17,556 | $50.2 萬 | 0.02% | −932−5.0% | 減碼 |
| Iron Financial, LLC | 17,753 | $50.8 萬 | 0.29% | +17,753 | 新進 |
| Allworth Financial LP | 17,779 | $50.9 萬 | 0.00% | −6,245−26.0% | 減碼 |
| Marcum Wealth, LLC | 17,784 | $50.9 萬 | 0.06% | +398+2.3% | 加碼 |
| Trust Investment Advisors | 17,849 | $51.1 萬 | 0.44% | −609−3.3% | 減碼 |
| WBI Investments | 17,871 | $51.1 萬 | 0.10% | +2,360+15.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 17,874 | $51.1 萬 | 0.10% | −119−0.7% | 減碼 |
| Reuter James Wealth Management, LLC | 17,921 | $51.3 萬 | 0.38% | −26−0.1% | 減碼 |
| Thompson Investment Management, Inc. | 17,969 | $51.4 萬 | 0.09% | +595+3.4% | 加碼 |
| Canal Capital Management, LLC | 18,267 | $52.3 萬 | 0.11% | −1,614−8.1% | 減碼 |
| Putnam Investments LLC | 18,533 | $53.0 萬 | 0.00% | +5,559+42.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 18,565 | $53.1 萬 | 0.05% | −911−4.7% | 減碼 |
| Group One Trading, L.P. | 18,610 | $53.2 萬 | 0.02% | +18,610 | 新進 |
| RMR Wealth Builders | 18,841 | $53.9 萬 | 0.09% | 00.0% | 不變 |
| American Trust | 18,904 | $54.1 萬 | 0.04% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 18,943 | $54.2 萬 | 0.02% | −839−4.2% | 減碼 |
| Transatlantique Private Wealth LLC | 19,017 | $54.4 萬 | 0.29% | −2,219−10.4% | 減碼 |
| Fund Management at Engine No. 1 LLC | 19,045 | $54.5 萬 | 0.09% | +1,708+9.9% | 加碼 |
| Pitcairn Co | 19,064 | $54.5 萬 | 0.05% | +577+3.1% | 加碼 |
| Park Place Capital Corp | 19,110 | $54.7 萬 | 0.16% | −70−0.4% | 減碼 |
| Cassia Capital Partners, LLC | 19,212 | $55.0 萬 | 0.45% | −25−0.1% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $55.1 萬 | 0.12% | −45−0.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 19,274 | $55.1 萬 | 0.01% | −19,471−50.3% | 減碼 |
| Strategic Investment Solutions, Inc. | 18,050 | $55.5 萬 | 0.01% | +17,900+11,933.3% | 加碼 |
| Profund Advisors LLC | 19,592 | $56.1 萬 | 0.03% | −703−3.5% | 減碼 |
| Meitav Dash Investments Ltd | 20,151 | $56.9 萬 | 0.01% | +6,789+50.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 19,931 | $57.0 萬 | 0.17% | −981−4.7% | 減碼 |
| Hennessy Advisors Inc | 20,000 | $57.2 萬 | 0.04% | +20,000 | 新進 |
| Fee-Only Financial Planning, L.C. | 20,014 | $57.3 萬 | 0.46% | 00.0% | 不變 |
| Grove Bank & Trust | 20,015 | $57.3 萬 | 0.12% | +1,490+8.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 20,025 | $57.3 萬 | 0.01% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 20,102 | $57.5 萬 | 0.04% | −445−2.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,330 | $58.2 萬 | 0.27% | +2,958+17.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 20,341 | $58.2 萬 | 0.01% | +2,541+14.3% | 加碼 |
| Bayesian Capital Management, LP | 20,428 | $58.4 萬 | 0.07% | +20,428 | 新進 |
| OmniStar Financial Group, Inc. | 20,427 | $58.5 萬 | 0.69% | +229+1.1% | 加碼 |
| DoubleLine ETF Adviser LP | 20,516 | $58.7 萬 | 0.21% | +1,207+6.3% | 加碼 |
| Cravens & Co Advisors, LLC | 20,704 | $59.2 萬 | 0.56% | +25+0.1% | 加碼 |
| Optiver Holding B.V. | 20,731 | $59.3 萬 | 0.02% | +20,731 | 新進 |
| Procyon Private Wealth Partners, LLC | 20,746 | $59.4 萬 | 0.06% | −2,471−10.6% | 減碼 |
| Aull & Monroe Investment Management Corp | 20,897 | $59.8 萬 | 0.31% | −2,563−10.9% | 減碼 |
| Park Circle Co | 20,930 | $59.9 萬 | 0.57% | +17,500+510.2% | 加碼 |
| Hancock Whitney Corp | 20,989 | $60.0 萬 | 0.02% | −1,552−6.9% | 減碼 |
| First Horizon Advisors, Inc. | 21,052 | $60.2 萬 | 0.02% | −4,368−17.2% | 減碼 |
| Capital Asset Advisory Services LLC | 20,371 | $60.3 萬 | 0.04% | −1,123−5.2% | 減碼 |
| Boston Private Wealth LLC | 21,161 | $60.5 萬 | 0.01% | +9,673+84.2% | 加碼 |
| Clearstead Advisors, LLC | 21,181 | $60.6 萬 | 0.04% | −352−1.6% | 減碼 |
| Wealth Quarterback LLC | 21,185 | $60.6 萬 | 0.52% | +1,833+9.5% | 加碼 |
| Summit Financial Group Inc | 21,364 | $61.1 萬 | 0.26% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 21,372 | $61.1 萬 | 0.01% | −20,857−49.4% | 減碼 |
| Cornerstone Advisory, LLC | 21,393 | $61.2 萬 | 0.11% | −12,555−37.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 21,458 | $61.4 萬 | 0.01% | +1,863+9.5% | 加碼 |
| Penserra Capital Management LLC | 21,540 | $61.5 萬 | 0.01% | −829−3.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 21,500 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 21,509 | $61.5 萬 | 0.03% | +3,009+16.3% | 加碼 |
| Carson Advisory Inc. | 21,613 | $61.8 萬 | 0.54% | +452+2.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 21,663 | $62.0 萬 | 0.05% | +1,556+7.7% | 加碼 |
| HM Payson & Co | 21,693 | $62.1 萬 | 0.01% | −3,309−13.2% | 減碼 |
| Strategic Advisors LLC | 21,803 | $62.4 萬 | 0.12% | −9,867−31.2% | 減碼 |
| Engineers Gate Manager LP | 21,822 | $62.4 萬 | 0.02% | −11,057−33.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 22,106 | $63.2 萬 | 0.17% | +22,106 | 新進 |
| Marino, Stram & Associates LLC | 22,316 | $63.8 萬 | 0.19% | +423+1.9% | 加碼 |
| Smith, Salley & Associates | 22,360 | $64.0 萬 | 0.05% | −3,739−14.3% | 減碼 |
| Great Lakes Retirement, Inc. | 22,484 | $64.3 萬 | 0.12% | +979+4.6% | 加碼 |
| Leisure Capital Management | 22,502 | $64.4 萬 | 0.37% | +1,320+6.2% | 加碼 |
| Aigen Investment Management, LP | 22,537 | $64.5 萬 | 0.12% | −50,440−69.1% | 減碼 |
| Certified Advisory Corp | 22,574 | $64.6 萬 | 0.12% | +261+1.2% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 22,684 | $64.9 萬 | 0.34% | +3,870+20.6% | 加碼 |
| SYSTM Wealth Solutions LLC | 22,686 | $64.9 萬 | 0.10% | −22,389−49.7% | 減碼 |
| Sheets Smith Wealth Management | 22,754 | $65.1 萬 | 0.10% | −1,525−6.3% | 減碼 |
| Intrua Financial, LLC | 22,834 | $65.3 萬 | 0.12% | −1,021−4.3% | 減碼 |
| Paloma Partners Management Co | 22,994 | $65.8 萬 | 0.14% | +21,479+1,417.8% | 加碼 |
| Monument Capital Management | 23,257 | $66.5 萬 | 0.22% | −363−1.5% | 減碼 |
| Lakeview Capital Partners, LLC | 23,690 | $67.8 萬 | 0.13% | −609−2.5% | 減碼 |
| Vontobel Holding Ltd. | 23,752 | $68.0 萬 | 0.01% | +1,957+9.0% | 加碼 |
| Widmann Financial Services, Inc. | 23,759 | $68.0 萬 | 0.68% | +937+4.1% | 加碼 |
| Shepherd Financial Partners LLC | 23,807 | $68.1 萬 | 0.11% | +245+1.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 24,129 | $69.0 萬 | 0.07% | 00.0% | 不變 |
| Madden Securities Corp | 24,695 | $70.7 萬 | 0.40% | +24,695 | 新進 |
| Linden Thomas Advisory Services, LLC | 24,859 | $71.1 萬 | 0.16% | −812−3.2% | 減碼 |
| Van Leeuwen & Company, LLC | 24,899 | $71.2 萬 | 0.44% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 24,945 | $71.4 萬 | 0.02% | −1,822−6.8% | 減碼 |