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 1,706 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 4 季 13F 持有人
Truist Financial Corp 在 2023/12/31 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
- 1,399
- 較 2023 年第 3 季 +148 家
- 持有股數
- 9.53 億
- 較 2023 年第 3 季 +2,055 萬 (+2.2%)
- 總市值
- $351.6 億
- 較 2023 年第 3 季 +$84.7 億 (+31.7%)
- 新進機構
- 234
- 另有 437 家加碼
- 清倉機構
- 86
- 另有 600 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 1,706 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 3,023 | $11.1 萬 | 0.08% | +3,023 | 新進 |
| First Manhattan Co | 3,070 | $11.3 萬 | 0.00% | −206−6.3% | 減碼 |
| Boyd Watterson Asset Management LLC | 3,132 | $11.6 萬 | 0.05% | −18−0.6% | 減碼 |
| Washington Trust Advisors, Inc. | 3,166 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 3,203 | $11.8 萬 | 0.06% | +494+18.2% | 加碼 |
| MV Capital Management, Inc. | 3,224 | $11.9 萬 | 0.02% | −1,300−28.7% | 減碼 |
| Rakuten Investment Management, Inc. | 3,296 | $12.3 萬 | 0.00% | +3,296 | 新進 |
| Farther Finance Advisors, LLC | 3,403 | $12.6 萬 | 0.01% | +886+35.2% | 加碼 |
| West Paces Advisors Inc. | 3,478 | $12.8 萬 | 0.04% | −790−18.5% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,555 | $13.1 萬 | 0.08% | −450−11.2% | 減碼 |
| Alta Advisers Ltd | 3,600 | $13.3 萬 | 0.07% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,655 | $13.5 萬 | 0.02% | +650+21.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,665 | $13.6 萬 | 0.02% | −640−14.9% | 減碼 |
| Ci Investments Inc. | 3,709 | $13.7 萬 | 0.00% | −159−4.1% | 減碼 |
| Annapolis Financial Services, LLC | 3,712 | $13.7 萬 | 0.03% | −2,503−40.3% | 減碼 |
| Washington Trust Co | 3,731 | $13.8 萬 | 0.01% | −1,116−23.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,767 | $13.9 萬 | 0.01% | −1,686−30.9% | 減碼 |
| Toth Financial Advisory Corp | 3,780 | $14.0 萬 | 0.02% | +110+3.0% | 加碼 |
| Capital Analysts, LLC | 3,815 | $14.1 萬 | 0.01% | +125+3.4% | 加碼 |
| Resurgent Financial Advisors LLC | 3,878 | $14.3 萬 | 0.09% | −1,662−30.0% | 減碼 |
| American Capital Advisory, LLC | 4,026 | $14.9 萬 | 0.11% | +4,026 | 新進 |
| Bollard Group LLC | 4,156 | $15.3 萬 | 0.01% | +66+1.6% | 加碼 |
| Central Bank & Trust Co | 4,300 | $15.9 萬 | 0.02% | −1,210−22.0% | 減碼 |
| Castleview Partners, LLC | 4,303 | $15.9 萬 | 0.11% | +966+28.9% | 加碼 |
| Mechanics Financial Corp | 4,345 | $16.0 萬 | 0.09% | +300+7.4% | 加碼 |
| Caption Management, LLC | 4,369 | $16.1 萬 | 0.02% | −68,361−94.0% | 減碼 |
| Arlington Trust Co LLC | 4,384 | $16.2 萬 | 0.05% | +4,237+2,882.3% | 加碼 |
| Hartford Financial Management Inc. | 4,399 | $16.2 萬 | 0.04% | −156−3.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,406 | $16.3 萬 | 0.07% | −629−12.5% | 減碼 |
| TD Waterhouse Canada Inc. | 4,499 | $17.1 萬 | 0.00% | +959+27.1% | 加碼 |
| Sunbelt Securities, Inc. | 4,719 | $17.4 萬 | 0.02% | +27+0.6% | 加碼 |
| Sound Income Strategies, LLC | 4,720 | $17.4 萬 | 0.01% | −90,132−95.0% | 減碼 |
| Horizon Bancorp Inc | 4,751 | $17.5 萬 | 0.09% | +26+0.6% | 加碼 |
| First Foundation Advisors | 4,764 | $17.6 萬 | 0.01% | +4,764 | 新進 |
| Cape Investment Advisory, Inc. | 4,943 | $18.2 萬 | 0.09% | +94+1.9% | 加碼 |
| Harbour Investments, Inc. | 5,013 | $18.5 萬 | 0.01% | +42+0.8% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 5,085 | $18.8 萬 | 0.13% | +362+7.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 5,224 | $19.3 萬 | 0.04% | −472−8.3% | 減碼 |
| Asset Dedication, LLC | 5,334 | $19.5 萬 | 0.02% | −3,250−37.9% | 減碼 |
| Carmichael Hill & Associates, Inc. | 5,387 | $19.9 萬 | 0.09% | −210−3.8% | 減碼 |
| AJOVista, LLC | 5,392 | $19.9 萬 | 0.25% | +5,392 | 新進 |
| Nemes Rush Group LLC | 5,466 | $20.2 萬 | 0.03% | −1,321−19.5% | 減碼 |
| Covestor Ltd | 5,488 | $20.2 萬 | 0.14% | +512+10.3% | 加碼 |
| World Equity Group, Inc. | 5,481 | $20.2 萬 | 0.04% | +5,481 | 新進 |
| Ballew Advisors, Inc | 5,602 | $20.3 萬 | 0.15% | +5,602 | 新進 |
| LMCG Investments, LLC | 5,495 | $20.3 萬 | 0.01% | +5,495 | 新進 |
| Cornerstone Management, Inc. | 5,521 | $20.4 萬 | 0.05% | +5,521 | 新進 |
| Quadrant Capital Group LLC | 5,524 | $20.4 萬 | 0.02% | −1,723−23.8% | 減碼 |
| Ambassador Advisors, LLC | 5,634 | $20.4 萬 | 0.05% | +5,634 | 新進 |
| Chemung Canal Trust Co | 5,539 | $20.4 萬 | 0.04% | −1,886−25.4% | 減碼 |
| Oxford Financial Group Ltd | 5,549 | $20.5 萬 | 0.02% | +5,549 | 新進 |
| Delta Financial Group, Inc. | 5,546 | $20.5 萬 | 0.06% | +5,546 | 新進 |
| Country Club Bank | 5,550 | $20.7 萬 | 0.02% | +5,550 | 新進 |
| Camden Capital, LLC | 5,636 | $20.8 萬 | 0.02% | +5,636 | 新進 |
| Muirfield Wealth Advisors LLC | 5,650 | $20.9 萬 | 0.22% | +5,650 | 新進 |
| Graypoint LLC | 5,650 | $20.9 萬 | 0.02% | +5,650 | 新進 |
| Occidental Asset Management, LLC | 5,660 | $20.9 萬 | 0.04% | −1,331−19.0% | 減碼 |
| Diligent Investors, LLC | 5,670 | $20.9 萬 | 0.06% | +5,670 | 新進 |
| CSM Advisors, LLC | 5,691 | $21.0 萬 | 0.02% | −1,300−18.6% | 減碼 |
| NSI Retail Advisors, LLC | 5,691 | $21.0 萬 | 0.03% | −1,300−18.6% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 5,705 | $21.1 萬 | 0.19% | +5,705 | 新進 |
| Baron Wealth Management LLC | 5,713 | $21.1 萬 | 0.12% | +5,713 | 新進 |
| Strategic Wealth Designers | 5,737 | $21.2 萬 | 0.03% | +5,737 | 新進 |
| D'Orazio & Associates, Inc. | 5,752 | $21.2 萬 | 0.04% | +5,752 | 新進 |
| Formidable Asset Management, LLC | 5,828 | $21.5 萬 | 0.05% | +5,828 | 新進 |
| Southern Capital Advisors, LLC | 5,840 | $21.6 萬 | 0.15% | +5,840 | 新進 |
| Augustine Asset Management Inc | 5,855 | $21.6 萬 | 0.10% | −3,558−37.8% | 減碼 |
| Lindbrook Capital, LLC | 5,896 | $21.8 萬 | 0.02% | +3,121+112.5% | 加碼 |
| Hodges Capital Management Inc. | 5,908 | $21.8 萬 | 0.01% | +5,908 | 新進 |
| Klingenstein Fields & Co LP | 5,912 | $21.8 萬 | 0.01% | +5,912 | 新進 |
| Precedent Wealth Partners, LLC | 5,914 | $21.8 萬 | 0.11% | +5,914 | 新進 |
| Curi Capital | 5,914 | $21.8 萬 | 0.03% | +5,914 | 新進 |
| Romano Brothers and Company | 5,925 | $21.9 萬 | 0.03% | +5,925 | 新進 |
| CVA Family Office, LLC | 5,939 | $21.9 萬 | 0.04% | +5,939 | 新進 |
| AlphaMark Advisors, LLC | 5,966 | $22.0 萬 | 0.08% | −78−1.3% | 減碼 |
| Citizens Financial Group Inc | 5,962 | $22.0 萬 | 0.01% | +5,962 | 新進 |
| Capital Square, LLC | 5,984 | $22.1 萬 | 0.25% | +5,984 | 新進 |
| Main Street Financial Solutions, LLC | 6,001 | $22.2 萬 | 0.03% | −1,423−19.2% | 減碼 |
| Headlands Technologies LLC | 6,043 | $22.3 萬 | 0.07% | +5,379+810.1% | 加碼 |
| Whalen Wealth Management Inc. | 6,043 | $22.3 萬 | 0.20% | +6,043 | 新進 |
| High Net Worth Advisory Group LLC | 6,067 | $22.4 萬 | 0.08% | +6,067 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,093 | $22.5 萬 | 0.04% | +6,093 | 新進 |
| Fonville Wealth Management LLC | 6,105 | $22.5 萬 | 0.12% | +6,105 | 新進 |
| Burke & Herbert Bank & Trust Co | 6,113 | $22.6 萬 | 0.16% | +6,113 | 新進 |
| RiverFront Investment Group, LLC | 6,113 | $22.6 萬 | 0.01% | +6,113 | 新進 |
| Scotia Capital Inc. | 6,140 | $22.7 萬 | 0.00% | +6,140 | 新進 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $22.8 萬 | 0.11% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 6,198 | $22.9 萬 | 0.25% | −1,063−14.6% | 減碼 |
| Wedmont Private Capital | 6,048 | $23.0 萬 | 0.02% | +6,048 | 新進 |
| Rock Point Advisors, LLC | 6,250 | $23.1 萬 | 0.07% | +6,250 | 新進 |
| PFG Investments, LLC | 6,276 | $23.2 萬 | 0.04% | −847−11.9% | 減碼 |
| United Community Bank | 6,282 | $23.2 萬 | 0.10% | +3,939+168.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,293 | $23.2 萬 | 0.06% | −3,403−35.1% | 減碼 |
| Princeton Capital Management LLC | 6,299 | $23.3 萬 | 0.09% | +6,299 | 新進 |
| ICA Group Wealth Management, LLC | 6,304 | $23.3 萬 | 0.05% | +6,304 | 新進 |
| Emfo, LLC | 6,315 | $23.3 萬 | 0.22% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 6,373 | $23.5 萬 | 0.01% | −2,686−29.7% | 減碼 |
| Silverlake Wealth Management LLC | 6,419 | $23.7 萬 | 0.13% | +6,419 | 新進 |
| Empower Advisory Group, LLC | 6,429 | $23.7 萬 | 0.00% | +6,429 | 新進 |
| Altrius Capital Management Inc | 6,432 | $23.7 萬 | 0.07% | −1,999−23.7% | 減碼 |