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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 8,715 | $32.2 萬 | 0.00% | +8,715 | 新進 |
| Atomi Financial Group, Inc. | 8,719 | $32.2 萬 | 0.04% | +8,719 | 新進 |
| Tobam | 8,736 | $32.3 萬 | 0.03% | +1,711+24.4% | 加碼 |
| MAI Capital Management | 8,785 | $32.4 萬 | 0.00% | +1,699+24.0% | 加碼 |
| Enterprise Financial Services Corp | 8,791 | $32.5 萬 | 0.20% | −128−1.4% | 減碼 |
| Equitable Holdings, Inc. | 8,822 | $32.6 萬 | 0.00% | −1,122−11.3% | 減碼 |
| Lafayette Investments, Inc. | 8,845 | $32.7 萬 | 0.08% | +1,800+25.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 8,894 | $32.8 萬 | 0.00% | +8,894 | 新進 |
| Centennial Wealth Advisory LLC | 8,946 | $33.0 萬 | 0.17% | −1,101−11.0% | 減碼 |
| TownSquare Capital, LLC | 8,991 | $33.2 萬 | 0.01% | +959+11.9% | 加碼 |
| Fiducient Advisors LLC | 9,001 | $33.2 萬 | 0.06% | +55+0.6% | 加碼 |
| Applied Finance Capital Management, LLC | 9,002 | $33.2 萬 | 0.03% | −365−3.9% | 減碼 |
| Sollinda Capital Management LLC | 9,004 | $33.2 萬 | 0.09% | +9,004 | 新進 |
| Hayek Kallen Investment Management | 9,047 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 9,109 | $33.6 萬 | 0.18% | +1,908+26.5% | 加碼 |
| Haverford Trust Co | 9,138 | $33.7 萬 | 0.00% | −4,261−31.8% | 減碼 |
| Summit Asset Management, LLC | 9,142 | $33.8 萬 | 0.08% | +20+0.2% | 加碼 |
| GW Henssler & Associates Ltd | 9,161 | $33.8 萬 | 0.02% | +349+4.0% | 加碼 |
| Beacon Investment Advisors LLC | 9,178 | $33.9 萬 | 0.22% | +129+1.4% | 加碼 |
| Parthenon LLC | 9,188 | $33.9 萬 | 0.05% | +76+0.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,230 | $34.1 萬 | 0.04% | −75−0.8% | 減碼 |
| Keudell/Morrison Wealth Management | 9,261 | $34.2 萬 | 0.11% | −1,190−11.4% | 減碼 |
| ISAM Funds (UK) Ltd | 9,265 | $34.2 萬 | 0.24% | +9,265 | 新進 |
| Crawford Investment Counsel Inc | 9,266 | $34.2 萬 | 0.01% | −542−5.5% | 減碼 |
| PEAK6 Investments LLC | 9,279 | $34.3 萬 | 0.01% | +9,279 | 新進 |
| Nwam LLC | 9,282 | $34.3 萬 | 0.03% | +667+7.7% | 加碼 |
| Cedar Brook Financial Partners, LLC | 9,191 | $34.3 萬 | 0.08% | +673+7.9% | 加碼 |
| Everett Harris & Co | 9,298 | $34.3 萬 | 0.00% | −53−0.6% | 減碼 |
| Eastern Bank | 9,316 | $34.4 萬 | 0.02% | −3,220−25.7% | 減碼 |
| Kovack Advisors, Inc. | 9,363 | $34.6 萬 | 0.04% | +361+4.0% | 加碼 |
| NFP Retirement, Inc. | 9,379 | $34.6 萬 | 0.06% | +46+0.5% | 加碼 |
| Tritonpoint Wealth, LLC | 9,467 | $35.0 萬 | 0.03% | +9,467 | 新進 |
| Wrapmanager Inc | 9,560 | $35.3 萬 | 0.10% | −1,838−16.1% | 減碼 |
| Cobblestone Capital Advisors LLC | 9,577 | $35.4 萬 | 0.02% | −728−7.1% | 減碼 |
| IHT Wealth Management, LLC | 9,580 | $35.4 萬 | 0.02% | −2,358−19.8% | 減碼 |
| Convergence Investment Partners, LLC | 9,588 | $35.4 萬 | 0.18% | +9,588 | 新進 |
| Westpac Banking Corp | 9,647 | $35.6 萬 | 0.03% | −2,098−17.9% | 減碼 |
| Winthrop Capital Management, LLC | 9,693 | $35.8 萬 | 0.12% | +9,693 | 新進 |
| David Loasby | 9,536 | $35.9 萬 | 0.04% | −4,245−30.8% | 減碼 |
| Checchi Capital Advisers, LLC | 9,713 | $35.9 萬 | 0.03% | −6−0.1% | 減碼 |
| Abacus Planning Group, Inc. | 9,758 | $36.0 萬 | 0.08% | −367−3.6% | 減碼 |
| Bristlecone Advisors, LLC | 9,763 | $36.0 萬 | 0.04% | +466+5.0% | 加碼 |
| Southeast Asset Advisors Inc. | 9,765 | $36.1 萬 | 0.05% | −1,226−11.2% | 減碼 |
| WealthTrust Axiom LLC | 9,944 | $36.7 萬 | 0.12% | −980−9.0% | 減碼 |
| Grant/GrossMendelsohn, LLC | 9,708 | $36.7 萬 | 0.15% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 9,964 | $36.8 萬 | 0.01% | +9,964 | 新進 |
| Summit Trail Advisors, LLC | 9,982 | $36.9 萬 | 0.01% | +68+0.7% | 加碼 |
| American Assets Inc | 10,000 | $36.9 萬 | 0.14% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 9,944 | $37.1 萬 | 0.13% | +9,944 | 新進 |
| Good Life Advisors, LLC | 10,063 | $37.2 萬 | 0.04% | −1,566−13.5% | 減碼 |
| Eqis Capital Management, Inc. | 10,068 | $37.2 萬 | 0.03% | +10,068 | 新進 |
| ForthRight Wealth Management, LLC | 10,074 | $37.2 萬 | 0.14% | −61−0.6% | 減碼 |
| Centaurus Financial, Inc. | 10,083 | $37.2 萬 | 0.03% | +277+2.8% | 加碼 |
| Cypress Capital Group | 10,097 | $37.3 萬 | 0.05% | +247+2.5% | 加碼 |
| Calton & Associates, Inc. | 10,143 | $37.4 萬 | 0.15% | +10,143 | 新進 |
| Newman Dignan & Sheerar, Inc. | 10,144 | $37.5 萬 | 0.11% | +10,144 | 新進 |
| Capital City Trust Co | 10,173 | $37.6 萬 | 0.11% | +160+1.6% | 加碼 |
| Pettee Investors, Inc. | 10,190 | $37.6 萬 | 0.17% | −24,379−70.5% | 減碼 |
| Eudaimonia Partners, LLC | 10,190 | $37.6 萬 | 0.10% | −2,710−21.0% | 減碼 |
| Machina Capital S.A.S. | 10,230 | $37.8 萬 | 0.24% | +10,230 | 新進 |
| Prime Capital Investment Advisors, LLC | 10,271 | $37.9 萬 | 0.01% | +10,271 | 新進 |
| Forum Financial Management, LP | 10,298 | $38.0 萬 | 0.01% | −416−3.9% | 減碼 |
| Verum Partners LLC | 10,301 | $38.0 萬 | 0.15% | −1,047−9.2% | 減碼 |
| Valley National Advisers Inc | 10,327 | $38.1 萬 | 0.06% | −39,811−79.4% | 減碼 |
| Successful Portfolios LLC | 10,329 | $38.1 萬 | 0.28% | +7+0.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 10,376 | $38.3 萬 | 0.06% | −89−0.9% | 減碼 |
| Focus Financial Network Inc | 10,417 | $38.5 萬 | 0.01% | +10,417 | 新進 |
| Yeomans Consulting Group, Inc. | 10,548 | $38.9 萬 | 0.19% | +10,548 | 新進 |
| Shepherd Financial Partners LLC | 10,658 | $39.4 萬 | 0.06% | −13,149−55.2% | 減碼 |
| Taylor Hoffman Wealth Management | 10,669 | $39.4 萬 | 0.18% | −415−3.7% | 減碼 |
| Xcel Wealth Management, LLC | 10,815 | $39.9 萬 | 0.14% | −1,701−13.6% | 減碼 |
| Gratus Capital LLC | 10,839 | $40.0 萬 | 0.02% | +169+1.6% | 加碼 |
| Pine Harbor Wealth Management, LLC | 10,842 | $40.0 萬 | 0.30% | +10,842 | 新進 |
| Perpetual Ltd | 10,851 | $40.1 萬 | 0.00% | −2,499−18.7% | 減碼 |
| Rogco, LP | 10,852 | $40.1 萬 | 0.18% | −30−0.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,869 | $40.1 萬 | 0.01% | −295−2.6% | 減碼 |
| SYSTM Wealth Solutions LLC | 10,907 | $40.3 萬 | 0.06% | −11,779−51.9% | 減碼 |
| Buckingham Strategic Partners | 10,946 | $40.4 萬 | 0.02% | −686−5.9% | 減碼 |
| Roman Butler Fullerton & Co | 10,684 | $40.4 萬 | 0.16% | +632+6.3% | 加碼 |
| Harmony Asset Management LLC | 10,957 | $40.5 萬 | 0.17% | +10,957 | 新進 |
| New Hampshire Trust | 10,961 | $40.5 萬 | 0.10% | −1,510−12.1% | 減碼 |
| Boltwood Capital Management | 11,020 | $40.7 萬 | 0.13% | +520+5.0% | 加碼 |
| Rakuten Securities, Inc. | 11,022 | $40.7 萬 | 0.32% | +11,022 | 新進 |
| Clarius Group, LLC | 11,023 | $40.7 萬 | 0.03% | −1,214−9.9% | 減碼 |
| Cidel Asset Management Inc | 11,030 | $40.7 萬 | 0.02% | +11,030 | 新進 |
| Premier Path Wealth Partners, LLC | 11,052 | $40.8 萬 | 0.09% | +11,052 | 新進 |
| Bartlett & Co. Wealth Management LLC | 10,963 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 10,963 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 11,154 | $41.2 萬 | 0.07% | +11,154 | 新進 |
| Legacy Capital Group California, Inc. | 11,210 | $41.4 萬 | 0.16% | −27−0.2% | 減碼 |
| Klingman & Associates, LLC | 11,212 | $41.4 萬 | 0.03% | +661+6.3% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 11,287 | $41.7 萬 | 0.00% | +100+0.9% | 加碼 |
| Chiron Capital Management, LLC | 11,300 | $41.7 萬 | 0.36% | −4,100−26.6% | 減碼 |
| Golden State Equity Partners | 11,343 | $41.9 萬 | 0.10% | +590+5.5% | 加碼 |
| Uncommon Cents Investing LLC | 11,345 | $41.9 萬 | 0.14% | +1,846+19.4% | 加碼 |
| Live Oak Private Wealth LLC | 11,419 | $42.2 萬 | 0.08% | −950−7.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,451 | $42.3 萬 | 0.28% | +2,003+21.2% | 加碼 |
| Shell Asset Management Co | 11,487 | $42.4 萬 | 0.02% | −3,034−20.9% | 減碼 |
| 1776 Wealth LLC | 11,489 | $42.4 萬 | 0.21% | −1,500−11.5% | 減碼 |
| Eagle Strategies LLC | 11,503 | $42.5 萬 | 0.09% | +928+8.8% | 加碼 |