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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 10,551 | $30.2 萬 | 0.02% | −303−2.8% | 減碼 |
| Boltwood Capital Management | 10,500 | $30.0 萬 | 0.11% | +2,820+36.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 10,465 | $29.9 萬 | 0.05% | +1,010+10.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 10,457 | $29.9 萬 | 0.03% | +1,741+20.0% | 加碼 |
| Keudell/Morrison Wealth Management | 10,451 | $29.9 萬 | 0.09% | +3,501+50.4% | 加碼 |
| Grey Street Capital, LLC | 10,385 | $29.7 萬 | 0.17% | 00.0% | 不變 |
| Ellevest, Inc. | 10,370 | $29.7 萬 | 0.02% | +10,370 | 新進 |
| Continuum Advisory, LLC | 10,370 | $29.7 萬 | 0.05% | +30.0% | 加碼 |
| Successful Portfolios LLC | 10,322 | $29.5 萬 | 0.26% | +518+5.3% | 加碼 |
| Cobblestone Capital Advisors LLC | 10,305 | $29.5 萬 | 0.02% | −1,169−10.2% | 減碼 |
| Triad Financial Advisors, Inc. | 10,207 | $29.2 萬 | 0.10% | −110−1.1% | 減碼 |
| Lake Street Advisors Group, LLC | 10,182 | $29.1 萬 | 0.02% | −1,579−13.4% | 減碼 |
| Naples Global Advisors, LLC | 10,154 | $29.1 萬 | 0.04% | +2,920+40.4% | 加碼 |
| ForthRight Wealth Management, LLC | 10,135 | $29.0 萬 | 0.12% | +61+0.6% | 加碼 |
| Abacus Planning Group, Inc. | 10,125 | $29.0 萬 | 0.07% | +53+0.5% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 10,078 | $28.8 萬 | 0.02% | +7+0.1% | 加碼 |
| Centennial Wealth Advisory LLC | 10,047 | $28.7 萬 | 0.15% | −40.0% | 減碼 |
| Capital City Trust Co | 10,013 | $28.6 萬 | 0.09% | −290−2.8% | 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 |
| Roman Butler Fullerton & Co | 10,052 | $28.6 萬 | 0.13% | −876−8.0% | 減碼 |
| Equitable Holdings, Inc. | 9,944 | $28.4 萬 | 0.00% | −9,600−49.1% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,942 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 9,914 | $28.4 萬 | 0.01% | +419+4.4% | 加碼 |
| Cypress Capital Group | 9,850 | $28.2 萬 | 0.04% | −792−7.4% | 減碼 |
| Centaurus Financial, Inc. | 9,806 | $28.1 萬 | 0.02% | +241+2.5% | 加碼 |
| Crawford Investment Counsel Inc | 9,808 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| 1st Source Bank | 9,759 | $27.9 萬 | 0.02% | +1,950+25.0% | 加碼 |
| Checchi Capital Advisers, LLC | 9,719 | $27.8 萬 | 0.03% | +836+9.4% | 加碼 |
| Grant/GrossMendelsohn, LLC | 9,708 | $27.8 萬 | 0.12% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 9,696 | $27.7 萬 | 0.08% | −10,311−51.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 9,642 | $27.6 萬 | 0.09% | −198−2.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 6,262 | $27.3 萬 | 0.10% | +6,262 | 新進 |
| Prelude Capital Management, LLC | 9,520 | $27.2 萬 | 0.02% | −2,221−18.9% | 減碼 |
| IFP Advisors, Inc | 9,510 | $27.2 萬 | 0.01% | −4,013−29.7% | 減碼 |
| Uncommon Cents Investing LLC | 9,499 | $27.2 萬 | 0.10% | +9,499 | 新進 |
| Alliance Wealth Advisors, LLC | 9,448 | $27.0 萬 | 0.20% | +233+2.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 8,896 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| NorthRock Partners, LLC | 9,419 | $26.9 萬 | 0.03% | +1,696+22.0% | 加碼 |
| Augustine Asset Management Inc | 9,413 | $26.9 萬 | 0.12% | +9,413 | 新進 |
| Applied Finance Capital Management, LLC | 9,367 | $26.8 萬 | 0.03% | +1,570+20.1% | 加碼 |
| Maven Securities LTD | 9,360 | $26.8 萬 | 0.03% | −5,440−36.8% | 減碼 |
| Everett Harris & Co | 9,351 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| NFP Retirement, Inc. | 9,333 | $26.7 萬 | 0.05% | +13+0.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,305 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 9,297 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Caldwell Trust Co | 9,233 | $26.4 萬 | 0.04% | −3,442−27.2% | 減碼 |
| Quantinno Capital Management LP | 9,211 | $26.4 萬 | 0.01% | −5,321−36.6% | 減碼 |
| Cypress Wealth Services, LLC | 9,175 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| BIP Wealth, LLC | 9,137 | $26.1 萬 | 0.02% | −362−3.8% | 減碼 |
| Summit Asset Management, LLC | 9,122 | $26.1 萬 | 0.07% | +20+0.2% | 加碼 |
| Parthenon LLC | 9,112 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Essex Savings Bank | 9,083 | $26.0 萬 | 0.09% | 00.0% | 不變 |
| Invesco, LLC | 9,072 | $26.0 萬 | 0.13% | −212−2.3% | 減碼 |
| Horizon Investments, LLC | 9,227 | $25.9 萬 | 0.01% | +248+2.8% | 加碼 |
| HBK Sorce Advisory LLC | 9,059 | $25.9 萬 | 0.01% | −1,860−17.0% | 減碼 |
| Hayek Kallen Investment Management | 9,047 | $25.9 萬 | 0.12% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 9,049 | $25.9 萬 | 0.18% | −788−8.0% | 減碼 |
| LexAurum Advisors, LLC | 9,013 | $25.8 萬 | 0.08% | +9,013 | 新進 |
| Kovack Advisors, Inc. | 9,002 | $25.8 萬 | 0.04% | +463+5.4% | 加碼 |
| Waycross Partners, LLC | 9,000 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| Fiducient Advisors LLC | 8,946 | $25.6 萬 | 0.01% | −789−8.1% | 減碼 |
| Enterprise Financial Services Corp | 8,919 | $25.5 萬 | 0.18% | −707−7.3% | 減碼 |
| Aprio Wealth Management, LLC | 8,882 | $25.4 萬 | 0.07% | −1,319−12.9% | 減碼 |
| Pinnacle Holdings, LLC | 8,867 | $25.4 萬 | 0.12% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 8,812 | $25.2 萬 | 0.02% | −7,577−46.2% | 減碼 |
| Radnor Capital Management, LLC | 8,732 | $25.0 萬 | 0.05% | −2,280−20.7% | 減碼 |
| Thrive Capital Management, LLC | 8,717 | $24.9 萬 | 0.14% | −33−0.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,690 | $24.9 萬 | 0.01% | +64+0.7% | 加碼 |
| Institute for Wealth Management, LLC. | 8,696 | $24.9 萬 | 0.05% | −84−1.0% | 減碼 |
| Biltmore Family Office, LLC | 8,681 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 8,675 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Balentine LLC | 8,641 | $24.7 萬 | 0.01% | −3,624−29.5% | 減碼 |
| Asset Dedication, LLC | 8,584 | $24.7 萬 | 0.02% | −94−1.1% | 減碼 |
| Fisher Asset Management, LLC | 8,627 | $24.7 萬 | 0.00% | −4,974−36.6% | 減碼 |
| Nwam LLC | 8,615 | $24.6 萬 | 0.03% | +55+0.6% | 加碼 |
| CIBC World Markets Inc. | 8,586 | $24.6 萬 | 0.00% | −70,855−89.2% | 減碼 |
| Birmingham Capital Management Co Inc | 8,544 | $24.4 萬 | 0.10% | +335+4.1% | 加碼 |
| Canton Hathaway, LLC | 8,516 | $24.4 萬 | 0.08% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 8,518 | $24.4 萬 | 0.06% | +193+2.3% | 加碼 |
| Shelton Capital Management | 8,477 | $24.3 萬 | 0.01% | −800−8.6% | 減碼 |
| Malaga Cove Capital, LLC | 8,439 | $24.1 萬 | 0.11% | +8,439 | 新進 |
| Altrius Capital Management Inc | 8,431 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,416 | $24.1 萬 | 0.09% | −224−2.6% | 減碼 |
| Octavia Wealth Advisors, LLC | 8,276 | $23.7 萬 | 0.05% | +8,276 | 新進 |
| NinePointTwo Capital | 8,266 | $23.6 萬 | 0.10% | +8,266 | 新進 |
| EP Wealth Advisors, LLC | 8,229 | $23.5 萬 | 0.00% | −75,265−90.1% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $23.5 萬 | 0.09% | +8,208 | 新進 |
| Peachtree Investment Partners, LLC | 8,165 | $23.4 萬 | 0.12% | −298−3.5% | 減碼 |
| WBH Advisory Inc | 8,109 | $23.2 萬 | 0.03% | −4,527−35.8% | 減碼 |
| Avaii Wealth Management, LLC | 8,099 | $23.2 萬 | 0.18% | +8,099 | 新進 |
| TownSquare Capital, LLC | 8,032 | $23.0 萬 | 0.00% | −142,787−94.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 7,985 | $22.8 萬 | 0.01% | −11,856−59.8% | 減碼 |
| Aspire Private Capital, LLC | 7,962 | $22.8 萬 | 0.07% | +1,308+19.7% | 加碼 |
| Sage Mountain Advisors LLC | 7,960 | $22.8 萬 | 0.03% | +236+3.1% | 加碼 |
| Wagner Wealth Management, LLC | 7,845 | $22.4 萬 | 0.08% | −200−2.5% | 減碼 |
| Abn Amro Investment Solutions | 7,816 | $22.4 萬 | 0.00% | +7,816 | 新進 |
| Conning Inc. | 7,815 | $22.4 萬 | 0.01% | +370+5.0% | 加碼 |
| Evermay Wealth Management LLC | 7,776 | $22.2 萬 | 0.05% | +461+6.3% | 加碼 |