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 |
|---|---|---|---|---|---|
| Dudley Capital Management, LLC | 16,482 | $60.9 萬 | 0.39% | 00.0% | 不變 |
| Resources Management Corp | 16,600 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| WBI Investments | 16,653 | $61.5 萬 | 0.12% | −1,218−6.8% | 減碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $62.0 萬 | 0.18% | 00.0% | 不變 |
| Leisure Capital Management | 16,818 | $62.1 萬 | 0.34% | −5,684−25.3% | 減碼 |
| Park Place Capital Corp | 16,838 | $62.2 萬 | 0.25% | −2,272−11.9% | 減碼 |
| Coldstream Capital Management Inc | 16,858 | $62.2 萬 | 0.02% | +1,337+8.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 16,868 | $62.3 萬 | 0.05% | −1,697−9.1% | 減碼 |
| Eastover Investment Advisors LLC | 16,920 | $62.5 萬 | 0.33% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 16,920 | $62.5 萬 | 0.07% | +3,103+22.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,934 | $62.5 萬 | 0.01% | −3,407−16.7% | 減碼 |
| Iron Financial, LLC | 16,951 | $62.6 萬 | 0.36% | −802−4.5% | 減碼 |
| Putnam Investments LLC | 16,959 | $62.6 萬 | 0.00% | −1,574−8.5% | 減碼 |
| Franklin Street Advisors Inc | 16,971 | $62.7 萬 | 0.05% | +1,000+6.3% | 加碼 |
| Gabelli Funds LLC | 17,000 | $62.8 萬 | 0.00% | 00.0% | 不變 |
| Impax Asset Management Group plc | 17,000 | $62.8 萬 | 0.00% | +17,000 | 新進 |
| Private Trust Co NA | 17,012 | $62.8 萬 | 0.07% | +2,318+15.8% | 加碼 |
| Reuter James Wealth Management, LLC | 17,049 | $62.9 萬 | 0.43% | −872−4.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 17,075 | $63.0 萬 | 0.02% | +17,075 | 新進 |
| Canal Capital Management, LLC | 17,131 | $63.2 萬 | 0.12% | −1,136−6.2% | 減碼 |
| Register Financial Advisors LLC | 17,245 | $63.7 萬 | 0.43% | +5,147+42.5% | 加碼 |
| LVW Advisors, LLC | 17,268 | $63.8 萬 | 0.12% | +17,268 | 新進 |
| Cunning Capital Partners, LP | 17,500 | $64.6 萬 | 0.40% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 17,500 | $64.6 萬 | 0.02% | +9,515+119.2% | 加碼 |
| Lido Advisors, LLC | 17,600 | $65.0 萬 | 0.01% | +918+5.5% | 加碼 |
| Bridgefront Capital, LLC | 17,711 | $65.4 萬 | 0.49% | +17,711 | 新進 |
| Ferguson Wellman Capital Management, Inc | 17,844 | $65.9 萬 | 0.01% | −1,430−7.4% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 17,926 | $66.2 萬 | 0.64% | +17,926 | 新進 |
| Pitcairn Co | 17,943 | $66.2 萬 | 0.05% | −1,121−5.9% | 減碼 |
| Financial Advocates Investment Management | 17,955 | $66.3 萬 | 0.04% | +793+4.6% | 加碼 |
| Sheets Smith Wealth Management | 17,977 | $66.4 萬 | 0.09% | −4,777−21.0% | 減碼 |
| AlTi Global, Inc. | 18,236 | $67.3 萬 | 0.02% | +18,236 | 新進 |
| Grove Bank & Trust | 18,252 | $67.4 萬 | 0.12% | −1,763−8.8% | 減碼 |
| Transcend Wealth Collective, LLC | 18,270 | $67.5 萬 | 0.06% | −10,351−36.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 18,323 | $67.6 萬 | 0.01% | −3,135−14.6% | 減碼 |
| Vaughan David Investments LLC | 18,438 | $68.1 萬 | 0.02% | −696,868−97.4% | 減碼 |
| HM Payson & Co | 18,573 | $68.6 萬 | 0.01% | −3,120−14.4% | 減碼 |
| CSS LLC | 18,618 | $68.7 萬 | 0.05% | −10,400−35.8% | 減碼 |
| Busey Wealth Management | 18,630 | $68.8 萬 | 0.03% | +1,074+6.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 18,631 | $68.8 萬 | 0.16% | −1,300−6.5% | 減碼 |
| Sumitomo Life Insurance Co | 18,807 | $69.4 萬 | 0.02% | −136−0.7% | 減碼 |
| Meitav Dash Investments Ltd | 18,678 | $69.7 萬 | 0.01% | −1,473−7.3% | 減碼 |
| American Trust | 18,904 | $69.8 萬 | 0.05% | 00.0% | 不變 |
| NEOS Investment Management LLC | 18,916 | $69.8 萬 | 0.07% | +4,752+33.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 18,984 | $70.1 萬 | 0.06% | −1,762−8.5% | 減碼 |
| Trust Investment Advisors | 19,077 | $70.4 萬 | 0.55% | +1,228+6.9% | 加碼 |
| RMR Wealth Builders | 19,197 | $70.9 萬 | 0.10% | +356+1.9% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 19,249 | $71.1 萬 | 0.12% | 00.0% | 不變 |
| Penserra Capital Management LLC | 19,369 | $71.2 萬 | 0.01% | −2,171−10.1% | 減碼 |
| Outfitter Financial LLC | 19,497 | $72.0 萬 | 0.63% | −23,296−54.4% | 減碼 |
| Cornerstone Advisory, LLC | 19,566 | $72.2 萬 | 0.11% | −1,827−8.5% | 減碼 |
| Snowden Capital Advisors LLC | 19,572 | $72.3 萬 | 0.03% | −20,880−51.6% | 減碼 |
| Rossmore Private Capital | 19,683 | $72.7 萬 | 0.10% | −5,299−21.2% | 減碼 |
| Trust Co of Virginia | 19,958 | $73.7 萬 | 0.07% | −8,315−29.4% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 19,979 | $73.8 萬 | 0.03% | −1,684−7.8% | 減碼 |
| Hourglass Capital, LLC | 20,000 | $73.8 萬 | 0.24% | +5,000+33.3% | 加碼 |
| Fee-Only Financial Planning, L.C. | 20,014 | $73.9 萬 | 0.53% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 20,025 | $73.9 萬 | 0.02% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 20,059 | $74.1 萬 | 0.06% | −6,566−24.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 20,159 | $75.6 萬 | 0.16% | +20,159 | 新進 |
| OmniStar Financial Group, Inc. | 20,485 | $75.6 萬 | 0.95% | +58+0.3% | 加碼 |
| First Horizon Advisors, Inc. | 20,519 | $75.8 萬 | 0.03% | −533−2.5% | 減碼 |
| Impact Partnership Wealth, LLC | 20,670 | $76.3 萬 | 0.28% | +5,013+32.0% | 加碼 |
| Cravens & Co Advisors, LLC | 20,705 | $76.4 萬 | 0.66% | +10.0% | 加碼 |
| Boston Private Wealth LLC | 20,827 | $76.9 萬 | 0.02% | −334−1.6% | 減碼 |
| Park Circle Co | 20,930 | $77.3 萬 | 0.75% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 20,985 | $77.5 萬 | 0.04% | −196−0.9% | 減碼 |
| Northwest Bank & Trust Co | 21,022 | $77.6 萬 | 0.70% | +21,022 | 新進 |
| TCW Group Inc | 21,057 | $78.5 萬 | 0.01% | +21,057 | 新進 |
| Strategic Advisors LLC | 21,320 | $78.7 萬 | 0.15% | −483−2.2% | 減碼 |
| Brown Brothers Harriman & Co | 21,483 | $79.3 萬 | 0.01% | +111+0.5% | 加碼 |
| Staley Capital Advisers Inc | 21,500 | $79.4 萬 | 0.04% | −90.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 21,500 | $79.4 萬 | 0.03% | 00.0% | 不變 |
| Wealth Quarterback LLC | 21,567 | $79.6 萬 | 0.49% | +382+1.8% | 加碼 |
| RSM US Wealth Management LLC | 21,752 | $80.3 萬 | 0.02% | +6,789+45.4% | 加碼 |
| Marino, Stram & Associates LLC | 21,878 | $80.8 萬 | 0.21% | −438−2.0% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $80.9 萬 | 0.41% | −69,395−76.0% | 減碼 |
| Carson Advisory Inc. | 21,928 | $81.0 萬 | 0.63% | +315+1.5% | 加碼 |
| Capital Asset Advisory Services LLC | 22,048 | $81.4 萬 | 0.05% | +1,677+8.2% | 加碼 |
| Meridian Wealth Management, LLC | 22,054 | $81.4 萬 | 0.05% | +1,952+9.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 22,263 | $82.2 萬 | 0.05% | +10,554+90.1% | 加碼 |
| Gunn & Co Investment Management, Inc. | 22,263 | $82.2 萬 | 0.05% | +22,263 | 新進 |
| Fort Sheridan Advisors LLC | 22,275 | $82.2 萬 | 0.16% | −6,490−22.6% | 減碼 |
| Monument Capital Management | 22,297 | $82.3 萬 | 0.26% | −960−4.1% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 22,305 | $82.4 萬 | 0.23% | +199+0.9% | 加碼 |
| DoubleLine ETF Adviser LP | 22,356 | $82.5 萬 | 0.24% | +1,840+9.0% | 加碼 |
| Certified Advisory Corp | 22,535 | $83.2 萬 | 0.13% | −39−0.2% | 減碼 |
| V-Square Quantitative Management LLC | 22,632 | $83.6 萬 | 0.20% | +5,877+35.1% | 加碼 |
| Valeo Financial Advisors, LLC | 22,693 | $83.8 萬 | 0.03% | −4,666−17.1% | 減碼 |
| Ignite Planners, LLC | 22,451 | $84.2 萬 | 0.25% | +22,451 | 新進 |
| Van Leeuwen & Company, LLC | 22,926 | $84.6 萬 | 0.49% | −1,973−7.9% | 減碼 |
| Midland Wealth Advisors LLC | 23,090 | $85.2 萬 | 0.06% | +23,090 | 新進 |
| RFP Financial Group LLC | 23,295 | $86.0 萬 | 0.35% | −2,677−10.3% | 減碼 |
| HighPoint Advisor Group LLC | 23,006 | $86.5 萬 | 0.06% | +23,006 | 新進 |
| Ballentine Partners, LLC | 23,518 | $86.8 萬 | 0.02% | +10,838+85.5% | 加碼 |
| Intrua Financial, LLC | 23,585 | $87.1 萬 | 0.14% | +751+3.3% | 加碼 |
| Lakeview Capital Partners, LLC | 23,613 | $87.2 萬 | 0.15% | −77−0.3% | 減碼 |
| First County Bank | 23,661 | $87.4 萬 | 0.42% | −8,116−25.5% | 減碼 |
| Greenwood Capital Associates LLC | 23,709 | $87.5 萬 | 0.11% | −20,771−46.7% | 減碼 |
| Widmann Financial Services, Inc. | 23,734 | $87.6 萬 | 0.79% | −25−0.1% | 減碼 |