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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 11,563 | $42.7 萬 | 0.11% | −39,248−77.2% | 減碼 |
| NorthRock Partners, LLC | 11,591 | $42.8 萬 | 0.02% | +2,172+23.1% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $43.0 萬 | 0.20% | 00.0% | 不變 |
| Ellevest, Inc. | 11,695 | $43.2 萬 | 0.03% | +1,325+12.8% | 加碼 |
| Silver Oak Securities, Inc | 11,715 | $43.3 萬 | 0.06% | +4,269+57.3% | 加碼 |
| Balentine LLC | 11,753 | $43.4 萬 | 0.01% | +3,112+36.0% | 加碼 |
| Continuum Advisory, LLC | 11,832 | $43.7 萬 | 0.06% | +1,462+14.1% | 加碼 |
| Texas Yale Capital Corp. | 11,838 | $43.7 萬 | 0.02% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 11,864 | $43.8 萬 | 0.13% | −188−1.6% | 減碼 |
| Marcum Wealth, LLC | 11,883 | $43.9 萬 | 0.05% | −5,901−33.2% | 減碼 |
| MTM Investment Management, LLC | 11,911 | $44.0 萬 | 0.20% | −1,680−12.4% | 減碼 |
| Keel Point, LLC | 11,913 | $44.0 萬 | 0.05% | +1,201+11.2% | 加碼 |
| Tandem Investment Advisors, Inc. | 11,923 | $44.0 萬 | 0.02% | −2,948−19.8% | 減碼 |
| Nalls Sherbakoff Group, LLC | 11,962 | $44.2 萬 | 0.39% | +168+1.4% | 加碼 |
| Westhampton Capital, LLC | 11,970 | $44.2 萬 | 0.26% | −310−2.5% | 減碼 |
| Washington Capital Management Inc | 12,000 | $44.3 萬 | 0.38% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 12,058 | $44.5 萬 | 0.05% | +12,058 | 新進 |
| Concord Asset Management, LLC | 12,068 | $44.6 萬 | 0.13% | +12,068 | 新進 |
| Aspire Private Capital, LLC | 12,120 | $44.7 萬 | 0.13% | +4,158+52.2% | 加碼 |
| NBT Bank N A | 12,145 | $44.8 萬 | 0.04% | −636−5.0% | 減碼 |
| Farmers Trust Co | 12,190 | $45.0 萬 | 0.09% | +336+2.8% | 加碼 |
| FDx Advisors, Inc. | 12,225 | $45.1 萬 | 0.03% | −2,583−17.4% | 減碼 |
| BSW Wealth Partners | 12,216 | $45.1 萬 | 0.09% | +353+3.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,240 | $45.2 萬 | 0.03% | +1,783+17.1% | 加碼 |
| Quest Partners LLC | 12,324 | $45.5 萬 | 0.10% | +12,324 | 新進 |
| Whittier Trust Co of Nevada Inc | 12,398 | $45.8 萬 | 0.01% | −140,488−91.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 12,460 | $46.0 萬 | 0.23% | −684−5.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 12,461 | $46.0 萬 | 0.02% | +451+3.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,522 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| Delta Accumulation, LLC | 15,318 | $46.5 萬 | 5.14% | −694−4.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 12,666 | $46.5 萬 | 0.31% | −655−4.9% | 減碼 |
| Geneos Wealth Management Inc. | 12,597 | $46.5 萬 | 0.02% | −781−5.8% | 減碼 |
| Hamilton Capital Partners Inc. | 12,600 | $46.5 萬 | 0.09% | +12,600 | 新進 |
| Wealth Alliance Advisory Group, LLC | 12,624 | $46.6 萬 | 0.12% | −286−2.2% | 減碼 |
| Intrust Bank NA | 12,647 | $46.7 萬 | 0.05% | −440−3.4% | 減碼 |
| Quadrant Private Wealth Management, LLC | 12,680 | $46.8 萬 | 0.13% | −232−1.8% | 減碼 |
| Secure Asset Management, LLC | 12,853 | $47.5 萬 | 0.13% | −1,595−11.0% | 減碼 |
| Aspiriant, LLC | 12,915 | $47.7 萬 | 0.02% | −1,185−8.4% | 減碼 |
| ExodusPoint Capital Management, LP | 12,921 | $47.7 萬 | 0.01% | −30,490−70.2% | 減碼 |
| WCG Wealth Advisors LLC | 12,934 | $47.8 萬 | 0.04% | −1,074−7.7% | 減碼 |
| Chilton Investment Co LLC | 12,950 | $47.8 萬 | 0.01% | −3,373−20.7% | 減碼 |
| Valmark Advisers, Inc. | 12,965 | $47.9 萬 | 0.01% | +277+2.2% | 加碼 |
| Proequities, Inc. | 12,978 | $47.9 萬 | 0.03% | +706+5.8% | 加碼 |
| Avalon Trust Co | 13,000 | $48.0 萬 | 0.04% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 13,058 | $48.2 萬 | 0.01% | −1,954−13.0% | 減碼 |
| Lindenwold Advisors | 13,072 | $48.3 萬 | 0.27% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 13,100 | $48.4 萬 | 0.09% | −125−0.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $48.5 萬 | 0.17% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 13,137 | $48.5 萬 | 0.05% | +2,983+29.4% | 加碼 |
| Bard Financial Services, Inc. | 13,200 | $48.7 萬 | 0.05% | +13,200 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 13,265 | $49.0 萬 | 0.13% | −1,957−12.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 13,451 | $49.7 萬 | 0.03% | −16,678−55.4% | 減碼 |
| Partners in Financial Planning | 13,611 | $50.3 萬 | 0.12% | 00.0% | 不變 |
| Altus Wealth Group LLC | 13,730 | $50.7 萬 | 0.28% | +3,131+29.5% | 加碼 |
| Stevens Capital Management LP | 13,729 | $50.7 萬 | 0.13% | +13,729 | 新進 |
| Cutler Group LP | 13,840 | $51.0 萬 | 0.07% | −1,959−12.4% | 減碼 |
| Prelude Capital Management, LLC | 13,973 | $51.6 萬 | 0.04% | +4,453+46.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $51.8 萬 | 0.34% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 14,047 | $51.9 萬 | 0.21% | +5,180+58.4% | 加碼 |
| Smartleaf Asset Management LLC | 13,980 | $51.9 萬 | 0.14% | +13,980 | 新進 |
| Cigna Investments Inc | 14,067 | $52.0 萬 | 0.11% | −335−2.3% | 減碼 |
| Greenleaf Trust | 14,195 | $52.4 萬 | 0.01% | +838+6.3% | 加碼 |
| Banque Cantonale Vaudoise | 14,224 | $52.5 萬 | 0.02% | −19,919−58.3% | 減碼 |
| Brady Family Wealth, LLC | 14,240 | $52.6 萬 | 0.18% | −671−4.5% | 減碼 |
| Strategic Blueprint, LLC | 14,259 | $52.6 萬 | 0.04% | 00.0% | 不變 |
| Community Trust & Investment Co | 14,343 | $53.0 萬 | 0.04% | −198−1.4% | 減碼 |
| ARS Wealth Advisors Group, LLC | 14,391 | $53.1 萬 | 0.08% | −147,868−91.1% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $53.2 萬 | 0.07% | −129−0.9% | 減碼 |
| Fiduciary Family Office, LLC | 14,426 | $53.3 萬 | 0.23% | +14,426 | 新進 |
| Montag & Caldwell, LLC | 14,562 | $53.8 萬 | 0.09% | 00.0% | 不變 |
| Cassia Capital Partners, LLC | 14,582 | $53.8 萬 | 0.45% | −4,630−24.1% | 減碼 |
| Investment Research & Advisory Group, Inc. | 14,620 | $54.0 萬 | 0.28% | −453−3.0% | 減碼 |
| Octavia Wealth Advisors, LLC | 14,691 | $54.2 萬 | 0.10% | +6,415+77.5% | 加碼 |
| Norway Savings Bank | 14,709 | $54.3 萬 | 0.24% | −1,835−11.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $54.6 萬 | 0.34% | −16−0.1% | 減碼 |
| Mayfair Advisory Group, LLC | 14,547 | $54.6 萬 | 0.46% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 14,879 | $54.9 萬 | 0.02% | −919−5.8% | 減碼 |
| Cooper Financial Group | 14,882 | $54.9 萬 | 0.10% | +460+3.2% | 加碼 |
| Israel Discount Bank of New York | 14,883 | $54.9 萬 | 0.43% | −321−2.1% | 減碼 |
| Merit Financial Group, LLC | 14,906 | $55.0 萬 | 0.02% | +3,564+31.4% | 加碼 |
| Oak Thistle LLC | 14,935 | $55.1 萬 | 0.16% | +14,935 | 新進 |
| Rede Wealth, LLC | 14,959 | $55.2 萬 | 0.26% | −32−0.2% | 減碼 |
| Burkett Financial Services, LLC | 15,047 | $55.6 萬 | 0.31% | +15,047 | 新進 |
| Insigneo Advisory Services, LLC | 15,047 | $55.6 萬 | 0.08% | +870+6.1% | 加碼 |
| Aull & Monroe Investment Management Corp | 15,053 | $55.6 萬 | 0.27% | −5,844−28.0% | 減碼 |
| City Holding Co | 15,062 | $55.6 萬 | 0.09% | −1,437−8.7% | 減碼 |
| Edgestream Partners, L.P. | 15,278 | $56.4 萬 | 0.04% | −51,527−77.1% | 減碼 |
| Bokf, NA | 15,281 | $56.4 萬 | 0.01% | −1,155−7.0% | 減碼 |
| Thompson Investment Management, Inc. | 15,476 | $57.1 萬 | 0.09% | −2,493−13.9% | 減碼 |
| Essex Financial Services, Inc. | 15,517 | $57.3 萬 | 0.06% | +1,285+9.0% | 加碼 |
| Westwood Holdings Group Inc. | 15,544 | $57.4 萬 | 0.00% | −643−4.0% | 減碼 |
| Transatlantique Private Wealth LLC | 15,605 | $57.6 萬 | 0.27% | −3,412−17.9% | 減碼 |
| Tocqueville Asset Management L.P. | 15,608 | $57.6 萬 | 0.01% | +15,608 | 新進 |
| Fiduciary Group LLC | 15,679 | $57.9 萬 | 0.07% | −996−6.0% | 減碼 |
| Inspirion Wealth Advisors, LLC | 15,500 | $58.1 萬 | 0.10% | 00.0% | 不變 |
| Trust Asset Management LLC | 15,787 | $58.3 萬 | 0.06% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 15,862 | $58.6 萬 | 0.03% | −410−2.5% | 減碼 |
| FLC Capital Advisors | 15,869 | $58.6 萬 | 0.16% | +20+0.1% | 加碼 |
| Atticus Wealth Management, LLC | 15,888 | $58.7 萬 | 0.21% | −588−3.6% | 減碼 |
| Aigen Investment Management, LP | 16,362 | $60.4 萬 | 0.11% | −6,175−27.4% | 減碼 |