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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 6,447 | $23.8 萬 | 0.04% | −1,329−17.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,461 | $23.9 萬 | 0.02% | +242+3.9% | 加碼 |
| First City Capital Management, Inc. | 6,541 | $24.1 萬 | 0.14% | +6,541 | 新進 |
| Thrive Capital Management, LLC | 6,543 | $24.2 萬 | 0.13% | −2,174−24.9% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,545 | $24.2 萬 | 0.03% | +6,545 | 新進 |
| Federation des caisses Desjardins du Quebec | 6,579 | $24.3 萬 | 0.00% | +1,400+27.0% | 加碼 |
| Dakota Community Bank & Trust NA | 6,581 | $24.3 萬 | 1.36% | −70−1.1% | 減碼 |
| Geller Advisors LLC | 6,620 | $24.4 萬 | 0.02% | −689−9.4% | 減碼 |
| HHM Wealth Advisors, LLC | 6,652 | $24.6 萬 | 0.04% | −83−1.2% | 減碼 |
| Gsa Capital Partners LLP | 6,691 | $24.7 萬 | 0.02% | −41,802−86.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 6,729 | $24.8 萬 | 0.07% | +467+7.5% | 加碼 |
| Fisher Asset Management, LLC | 6,720 | $24.8 萬 | 0.00% | −1,907−22.1% | 減碼 |
| Family Legacy, Inc. | 6,744 | $24.9 萬 | 0.10% | +6,744 | 新進 |
| Kingfisher Capital LLC | 6,739 | $24.9 萬 | 0.06% | −754−10.1% | 減碼 |
| Sunpointe, LLC | 6,756 | $24.9 萬 | 0.32% | +6,756 | 新進 |
| Heartwood Wealth Advisors LLC | 6,784 | $25.0 萬 | 0.03% | +6,784 | 新進 |
| Harbour Trust & Investment Management Co | 6,790 | $25.1 萬 | 0.04% | +6,790 | 新進 |
| Shayne & Co., LLC | 6,804 | $25.1 萬 | 0.08% | +6,804 | 新進 |
| Mendel Money Management | 6,829 | $25.2 萬 | 0.12% | +6,829 | 新進 |
| Trust Point Inc. | 6,855 | $25.3 萬 | 0.02% | +6,855 | 新進 |
| Signature Estate & Investment Advisors LLC | 6,890 | $25.4 萬 | 0.01% | −1,800−20.7% | 減碼 |
| Biltmore Family Office, LLC | 6,880 | $25.4 萬 | 0.05% | −1,801−20.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 6,883 | $25.4 萬 | 0.03% | +859+14.3% | 加碼 |
| Invesco, LLC | 6,886 | $25.4 萬 | 0.12% | −2,186−24.1% | 減碼 |
| Los Angeles Capital Management LLC | 6,901 | $25.5 萬 | 0.00% | +6,901 | 新進 |
| Avaii Wealth Management, LLC | 6,910 | $25.5 萬 | 0.17% | −1,189−14.7% | 減碼 |
| Virtu Financial LLC | 6,954 | $25.7 萬 | 0.02% | +6,954 | 新進 |
| MQS Management LLC | 6,990 | $25.8 萬 | 0.14% | +6,990 | 新進 |
| Provident Investment Management, Inc. | 7,025 | $25.9 萬 | 0.02% | +7,025 | 新進 |
| LongView Wealth Management | 6,892 | $26.0 萬 | 0.12% | +6,892 | 新進 |
| Westover Capital Advisors, LLC | 7,063 | $26.1 萬 | 0.08% | +4+0.1% | 加碼 |
| Radnor Capital Management, LLC | 7,131 | $26.3 萬 | 0.05% | −1,601−18.3% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 7,178 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 7,182 | $26.5 萬 | 0.06% | +1,662+30.1% | 加碼 |
| Fortress Wealth Group, LLC | 7,010 | $26.6 萬 | 0.16% | +7,010 | 新進 |
| Belpointe Asset Management LLC | 7,245 | $26.7 萬 | 0.02% | +7,245 | 新進 |
| Morris Financial Concepts, Inc. | 7,294 | $26.9 萬 | 0.15% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 7,295 | $27.0 萬 | 0.14% | −753−9.4% | 減碼 |
| LexAurum Advisors, LLC | 7,313 | $27.0 萬 | 0.07% | −1,700−18.9% | 減碼 |
| Stonegate Investment Group, LLC | 7,315 | $27.0 萬 | 0.01% | +7,315 | 新進 |
| GAMMA Investing LLC | 7,328 | $27.2 萬 | 0.07% | +7,328 | 新進 |
| Venturi Wealth Management, LLC | 7,392 | $27.3 萬 | 0.02% | +3,572+93.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 7,436 | $27.5 萬 | 0.06% | −1,460−16.4% | 減碼 |
| Meridian Financial Partners LLC | 7,643 | $27.5 萬 | 0.28% | +7,643 | 新進 |
| Samalin Investment Counsel, LLC | 7,513 | $27.7 萬 | 0.14% | −137−1.8% | 減碼 |
| Waterloo Capital, L.P. | 7,519 | $27.8 萬 | 0.04% | +7,519 | 新進 |
| Day & Ennis, LLC | 7,525 | $27.8 萬 | 0.10% | +311+4.3% | 加碼 |
| Financial Management Professionals, Inc. | 7,559 | $27.9 萬 | 0.05% | +2,059+37.4% | 加碼 |
| Hill Investment Group Partners, LLC | 7,564 | $27.9 萬 | 0.04% | −5,056−40.1% | 減碼 |
| Aprio Wealth Management, LLC | 7,610 | $28.1 萬 | 0.06% | −1,272−14.3% | 減碼 |
| 1st Source Bank | 7,615 | $28.1 萬 | 0.02% | −2,144−22.0% | 減碼 |
| Aldebaran Financial Inc. | 7,644 | $28.2 萬 | 0.44% | −115−1.5% | 減碼 |
| Boston Trust Walden Corp | 7,645 | $28.2 萬 | 0.00% | −3,695−32.6% | 減碼 |
| Parallel Advisors, LLC | 7,699 | $28.4 萬 | 0.01% | +2,286+42.2% | 加碼 |
| CX Institutional | 7,731 | $28.5 萬 | 0.02% | +7,731 | 新進 |
| Wagner Wealth Management, LLC | 7,768 | $28.7 萬 | 0.10% | −77−1.0% | 減碼 |
| Prestige Wealth Management Group LLC | 7,811 | $28.8 萬 | 0.07% | +7,640+4,467.8% | 加碼 |
| Rehmann Capital Advisory Group | 7,857 | $29.0 萬 | 0.02% | +808+11.5% | 加碼 |
| Evergreen Capital Management LLC | 7,860 | $29.0 萬 | 0.01% | −9,530−54.8% | 減碼 |
| Parkside Financial Bank & Trust | 7,863 | $29.0 萬 | 0.05% | +1,690+27.4% | 加碼 |
| Lloyd Advisory Services, LLC. | 7,878 | $29.1 萬 | 0.14% | +7,878 | 新進 |
| Peachtree Investment Partners, LLC | 7,883 | $29.1 萬 | 0.12% | −282−3.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 7,902 | $29.2 萬 | 0.02% | −2,176−21.6% | 減碼 |
| Conning Inc. | 7,920 | $29.2 萬 | 0.01% | +105+1.3% | 加碼 |
| Sage Mountain Advisors LLC | 7,986 | $29.5 萬 | 0.03% | +26+0.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $29.5 萬 | 0.01% | 00.0% | 不變 |
| Simmons Bank | 8,013 | $29.6 萬 | 0.02% | −2,678−25.0% | 減碼 |
| Mission Creek Capital Partners, Inc. | 8,019 | $29.6 萬 | 0.08% | −1,623−16.8% | 減碼 |
| Centurion Wealth Management LLC | 8,042 | $29.7 萬 | 0.13% | +439+5.8% | 加碼 |
| WBH Advisory Inc | 8,063 | $29.8 萬 | 0.03% | −46−0.6% | 減碼 |
| Fiduciary Trust Co | 8,087 | $29.9 萬 | 0.00% | +412+5.4% | 加碼 |
| Lake Street Advisors Group, LLC | 8,188 | $30.2 萬 | 0.02% | −1,994−19.6% | 減碼 |
| 3Chopt Investment Partners, LLC | 8,198 | $30.3 萬 | 0.11% | +8,198 | 新進 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $30.3 萬 | 0.11% | 00.0% | 不變 |
| NinePointTwo Capital | 8,266 | $30.5 萬 | 0.12% | 00.0% | 不變 |
| Sapient Capital LLC | 8,266 | $30.5 萬 | 0.01% | +8,266 | 新進 |
| Cypress Wealth Services, LLC | 8,315 | $30.7 萬 | 0.08% | −860−9.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,328 | $30.7 萬 | 0.04% | +8,328 | 新進 |
| EP Wealth Advisors, LLC | 8,354 | $30.8 萬 | 0.00% | +125+1.5% | 加碼 |
| Perigon Wealth Management, LLC | 8,392 | $31.0 萬 | 0.01% | +625+8.0% | 加碼 |
| GeoWealth Management, LLC | 8,374 | $31.0 萬 | 0.03% | +7,017+517.1% | 加碼 |
| Central Trust Co | 8,397 | $31.0 萬 | 0.01% | −4,085−32.7% | 減碼 |
| Stone Point Wealth LLC | 8,400 | $31.0 萬 | 0.12% | −1,600−16.0% | 減碼 |
| Institute for Wealth Management, LLC. | 8,410 | $31.1 萬 | 0.05% | −286−3.3% | 減碼 |
| Cim Investment Mangement Inc | 8,416 | $31.1 萬 | 0.10% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 8,439 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Sigma Planning Corp | 8,477 | $31.3 萬 | 0.02% | −3,184−27.3% | 減碼 |
| Lecap Asset Management Ltd | 8,501 | $31.4 萬 | 0.11% | +8,501 | 新進 |
| Canton Hathaway, LLC | 8,516 | $31.4 萬 | 0.09% | 00.0% | 不變 |
| BIP Wealth, LLC | 8,523 | $31.5 萬 | 0.02% | −614−6.7% | 減碼 |
| Birmingham Capital Management Co Inc | 8,544 | $31.5 萬 | 0.12% | 00.0% | 不變 |
| IFP Advisors, Inc | 8,545 | $31.5 萬 | 0.01% | −965−10.1% | 減碼 |
| Congress Wealth Management LLC | 8,563 | $31.6 萬 | 0.01% | +8,563 | 新進 |
| Grayhawk Investment Strategies Inc. | 8,583 | $31.7 萬 | 0.16% | +8,583 | 新進 |
| Caldwell Trust Co | 8,614 | $31.8 萬 | 0.04% | −619−6.7% | 減碼 |
| Searle & Co. | 8,644 | $31.9 萬 | 0.09% | +8,644 | 新進 |
| Fukoku Mutual Life Insurance Co | 8,675 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 8,679 | $32.0 萬 | 0.00% | +1,211+16.2% | 加碼 |
| Shelton Capital Management | 8,698 | $32.1 萬 | 0.01% | +221+2.6% | 加碼 |
| AlphaStar Capital Management, LLC | 8,708 | $32.1 萬 | 0.03% | +8,708 | 新進 |