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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 14,911 | $42.7 萬 | 0.16% | +1,176+8.6% | 加碼 |
| Mayfair Advisory Group, LLC | 14,547 | $42.5 萬 | 0.41% | −100−0.7% | 減碼 |
| Tandem Investment Advisors, Inc. | 14,871 | $42.5 萬 | 0.02% | +1,078+7.8% | 加碼 |
| FDx Advisors, Inc. | 14,808 | $42.4 萬 | 0.04% | −79,508−84.3% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,793 | $42.3 萬 | 0.27% | −70−0.5% | 減碼 |
| Private Trust Co NA | 14,694 | $42.0 萬 | 0.06% | −1,038−6.6% | 減碼 |
| Montag & Caldwell, LLC | 14,562 | $41.7 萬 | 0.05% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,545 | $41.6 萬 | 0.06% | −136−0.9% | 減碼 |
| Community Trust & Investment Co | 14,541 | $41.6 萬 | 0.03% | +366+2.6% | 加碼 |
| Shell Asset Management Co | 14,521 | $41.5 萬 | 0.02% | −256−1.7% | 減碼 |
| Secure Asset Management, LLC | 14,448 | $41.3 萬 | 0.12% | +14,448 | 新進 |
| Cooper Financial Group | 14,422 | $41.3 萬 | 0.10% | +14,422 | 新進 |
| Cigna Investments Inc | 14,402 | $41.2 萬 | 0.09% | −2,025−12.3% | 減碼 |
| Strategic Blueprint, LLC | 14,259 | $40.8 萬 | 0.04% | +1,991+16.2% | 加碼 |
| Gyroscope Capital Management Group, LLC | 14,236 | $40.7 萬 | 0.09% | +2,800+24.5% | 加碼 |
| Essex Financial Services, Inc. | 14,232 | $40.7 萬 | 0.05% | +382+2.8% | 加碼 |
| WCG Wealth Advisors LLC | 14,008 | $40.6 萬 | 0.03% | +14,008 | 新進 |
| Insigneo Advisory Services, LLC | 14,177 | $40.6 萬 | 0.08% | −1,444−9.2% | 減碼 |
| NEOS Investment Management LLC | 14,164 | $40.5 萬 | 0.05% | +14,164 | 新進 |
| Aspiriant, LLC | 14,100 | $40.3 萬 | 0.02% | +2,060+17.1% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $40.1 萬 | 0.26% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 13,817 | $39.5 萬 | 0.05% | −2,937−17.5% | 減碼 |
| Lighthouse Investment Partners, LLC | 13,745 | $39.3 萬 | 0.02% | +13,745 | 新進 |
| Partners in Financial Planning | 13,611 | $38.9 萬 | 0.10% | 00.0% | 不變 |
| MTM Investment Management, LLC | 13,591 | $38.9 萬 | 0.20% | −3,049−18.3% | 減碼 |
| Haverford Trust Co | 13,399 | $38.3 萬 | 0.00% | −941−6.6% | 減碼 |
| Geneos Wealth Management Inc. | 13,378 | $38.3 萬 | 0.02% | +654+5.1% | 加碼 |
| Greenleaf Trust | 13,357 | $38.2 萬 | 0.00% | +536+4.2% | 加碼 |
| Perpetual Ltd | 13,350 | $38.2 萬 | 0.00% | +13,350 | 新進 |
| Hazlett, Burt & Watson, Inc. | 13,321 | $37.9 萬 | 0.28% | −634−4.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 13,225 | $37.8 萬 | 0.08% | +500+3.9% | 加碼 |
| Koshinski Asset Management, Inc. | 13,220 | $37.8 萬 | 0.04% | +1,487+12.7% | 加碼 |
| Empowered Funds, LLC | 13,187 | $37.7 萬 | 0.01% | −1,929−12.8% | 減碼 |
| FSB Premier Wealth Management, Inc. | 13,144 | $37.6 萬 | 0.21% | −829−5.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $37.5 萬 | 0.14% | 00.0% | 不變 |
| David Loasby | 13,781 | $37.4 萬 | 0.04% | +4,174+43.4% | 加碼 |
| Intrust Bank NA | 13,087 | $37.4 萬 | 0.05% | −3,716−22.1% | 減碼 |
| Lindenwold Advisors | 13,072 | $37.4 萬 | 0.23% | 00.0% | 不變 |
| Avalon Trust Co | 13,000 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| 1776 Wealth LLC | 12,989 | $37.2 萬 | 0.20% | −2,400−15.6% | 減碼 |
| Allen Investment Management LLC | 12,950 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 12,934 | $37.0 萬 | 0.00% | +18+0.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 12,912 | $36.9 萬 | 0.12% | +3,604+38.7% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 12,910 | $36.9 萬 | 0.11% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 12,900 | $36.9 萬 | 0.09% | −226−1.7% | 減碼 |
| NBT Bank N A | 12,781 | $36.6 萬 | 0.04% | +366+2.9% | 加碼 |
| Hall Private Wealth Advisors | 12,726 | $36.4 萬 | 0.24% | −3,391−21.0% | 減碼 |
| Valmark Advisers, Inc. | 12,688 | $36.3 萬 | 0.01% | +1,128+9.8% | 加碼 |
| Ballentine Partners, LLC | 12,680 | $36.3 萬 | 0.01% | −796−5.9% | 減碼 |
| Hill Investment Group Partners, LLC | 12,620 | $36.1 萬 | 0.06% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 12,640 | $36.1 萬 | 0.14% | +209+1.7% | 加碼 |
| Eastern Bank | 12,536 | $35.9 萬 | 0.02% | −62,955−83.4% | 減碼 |
| Credit Agricole S A | 12,527 | $35.8 萬 | 0.01% | +12,527 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $35.8 萬 | 0.00% | +10,649+568.6% | 加碼 |
| Xcel Wealth Management, LLC | 12,516 | $35.8 萬 | 0.14% | −4,856−28.0% | 減碼 |
| Central Trust Co | 12,482 | $35.7 萬 | 0.01% | −6,464−34.1% | 減碼 |
| New Hampshire Trust | 12,471 | $35.7 萬 | 0.10% | −370−2.9% | 減碼 |
| Live Oak Private Wealth LLC | 12,369 | $35.4 萬 | 0.08% | −1,097−8.1% | 減碼 |
| Westhampton Capital, LLC | 12,280 | $35.1 萬 | 0.23% | +150+1.2% | 加碼 |
| Proequities, Inc. | 12,272 | $35.1 萬 | 0.03% | +6,685+119.7% | 加碼 |
| Clarius Group, LLC | 12,237 | $35.0 萬 | 0.03% | +3,230+35.9% | 加碼 |
| Register Financial Advisors LLC | 12,098 | $34.6 萬 | 0.25% | −854−6.6% | 減碼 |
| Pathway Financial Advisors LLC | 12,052 | $34.5 萬 | 0.12% | +188+1.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 12,010 | $34.4 萬 | 0.02% | −437−3.5% | 減碼 |
| Washington Capital Management Inc | 12,000 | $34.3 萬 | 0.32% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 12,000 | $34.3 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds, LLC. | 11,957 | $34.2 萬 | 0.20% | +8+0.1% | 加碼 |
| IHT Wealth Management, LLC | 11,938 | $34.2 萬 | 0.02% | −1,510−11.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,901 | $34.0 萬 | 0.06% | +11,901 | 新進 |
| BSW Wealth Partners | 11,863 | $33.9 萬 | 0.08% | +11,863 | 新進 |
| Farmers Trust Co | 11,854 | $33.9 萬 | 0.08% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 11,838 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 11,794 | $33.7 萬 | 0.33% | +335+2.9% | 加碼 |
| Westpac Banking Corp | 11,745 | $33.6 萬 | 0.03% | +3,744+46.8% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 11,709 | $33.5 萬 | 0.02% | −35−0.3% | 減碼 |
| Sigma Planning Corp | 11,661 | $33.4 萬 | 0.01% | +1,271+12.2% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $33.4 萬 | 0.17% | 00.0% | 不變 |
| Buckingham Strategic Partners | 11,632 | $33.3 萬 | 0.02% | +243+2.1% | 加碼 |
| Good Life Advisors, LLC | 11,629 | $33.3 萬 | 0.04% | +2,094+22.0% | 加碼 |
| Wrapmanager Inc | 11,398 | $32.6 萬 | 0.10% | −1,607−12.4% | 減碼 |
| Steel Peak Wealth Management LLC | 11,373 | $32.5 萬 | 0.02% | +11,373 | 新進 |
| Verum Partners LLC | 11,348 | $32.5 萬 | 0.15% | −348−3.0% | 減碼 |
| Merit Financial Group, LLC | 11,342 | $32.4 萬 | 0.01% | +257+2.3% | 加碼 |
| Boston Trust Walden Corp | 11,340 | $32.4 萬 | 0.00% | −5,997−34.6% | 減碼 |
| Legacy Capital Group California, Inc. | 11,237 | $32.1 萬 | 0.14% | +102+0.9% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 11,187 | $32.0 萬 | 0.00% | +105+0.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 11,164 | $31.9 萬 | 0.01% | +616+5.8% | 加碼 |
| Taylor Hoffman Wealth Management | 11,084 | $31.7 萬 | 0.16% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 10,991 | $31.4 萬 | 0.04% | −248−2.2% | 減碼 |
| Bartlett & Co. LLC | 10,963 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,963 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 10,924 | $31.3 萬 | 0.11% | 00.0% | 不變 |
| Rogco, LP | 10,882 | $31.1 萬 | 0.15% | +10,882 | 新進 |
| Golden State Equity Partners | 10,753 | $30.8 萬 | 0.09% | +1,926+21.8% | 加碼 |
| Forum Financial Management, LP | 10,714 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 10,712 | $30.6 萬 | 0.04% | −276−2.5% | 減碼 |
| Simmons Bank | 10,691 | $30.6 萬 | 0.03% | −3,941−26.9% | 減碼 |
| Gratus Capital LLC | 10,670 | $30.5 萬 | 0.02% | +1,002+10.4% | 加碼 |
| Altus Wealth Group LLC | 10,599 | $30.3 萬 | 0.19% | −222−2.1% | 減碼 |
| Eagle Strategies LLC | 10,575 | $30.3 萬 | 0.07% | +10,575 | 新進 |