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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 23,752 | $87.7 萬 | 0.01% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 23,838 | $88.0 萬 | 0.14% | +1,354+6.0% | 加碼 |
| Leavell Investment Management, Inc. | 23,856 | $88.1 萬 | 0.06% | −2,396−9.1% | 減碼 |
| Wetherby Asset Management Inc | 23,967 | $88.5 萬 | 0.05% | +6,470+37.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 24,013 | $88.7 萬 | 0.41% | +1,329+5.9% | 加碼 |
| Horizon Investments, LLC | 24,367 | $88.7 萬 | 0.02% | +15,140+164.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 24,029 | $88.7 萬 | 0.08% | −100−0.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 24,206 | $89.4 萬 | 0.29% | −1,749−6.7% | 減碼 |
| Summit Financial Group Inc | 24,264 | $89.6 萬 | 0.34% | +2,900+13.6% | 加碼 |
| Vident Advisory, LLC | 24,379 | $90.0 萬 | 0.02% | −2,344−8.8% | 減碼 |
| Glenview Trust Co | 24,458 | $90.3 萬 | 0.02% | −8,748−26.3% | 減碼 |
| EPG Wealth Management LLC | 25,978 | $90.8 萬 | 0.24% | +341+1.3% | 加碼 |
| Bridges Investment Management Inc | 24,650 | $91.0 萬 | 0.03% | +24,650 | 新進 |
| Plimoth Trust Co LLC | 24,723 | $91.3 萬 | 0.26% | −2,890−10.5% | 減碼 |
| Groupama Asset Managment | 24,899 | $92.0 萬 | 0.02% | +24,899 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 24,957 | $92.1 萬 | 0.02% | −13,225−34.6% | 減碼 |
| Select Asset Management & Trust | 24,972 | $92.2 萬 | 0.45% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 25,000 | $92.3 萬 | 0.01% | +25,000 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 25,118 | $92.7 萬 | 0.91% | −6,548−20.7% | 減碼 |
| BHK Investment Advisors, LLC | 25,125 | $92.8 萬 | 0.53% | −11,297−31.0% | 減碼 |
| Headinvest, LLC | 25,138 | $92.8 萬 | 0.19% | −3,640−12.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 25,151 | $92.9 萬 | 0.10% | −2,624−9.4% | 減碼 |
| Inspire Trust Co, N.A. | 25,357 | $93.6 萬 | 0.97% | +25,357 | 新進 |
| Profund Advisors LLC | 25,540 | $94.3 萬 | 0.04% | +5,948+30.4% | 加碼 |
| Capital Management Associates | 25,589 | $94.5 萬 | 1.20% | +8,907+53.4% | 加碼 |
| Linden Thomas Advisory Services, LLC | 25,620 | $94.6 萬 | 0.18% | +761+3.1% | 加碼 |
| Tiaa Trust, National Association | 25,652 | $94.7 萬 | 0.00% | +8,725+51.5% | 加碼 |
| Integrated Wealth Concepts LLC | 25,806 | $95.3 萬 | 0.02% | −50,161−66.0% | 減碼 |
| RBF Capital, LLC | 25,900 | $95.6 萬 | 0.06% | 00.0% | 不變 |
| Trust Co of the South | 26,078 | $96.3 萬 | 0.25% | +26,078 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 26,380 | $97.4 萬 | 0.24% | +6,050+29.8% | 加碼 |
| United Bank | 26,377 | $97.4 萬 | 0.12% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 26,454 | $97.7 萬 | 0.02% | +1,509+6.0% | 加碼 |
| Nomura Holdings Inc | 26,894 | $99.3 萬 | 0.01% | +26,894 | 新進 |
| KG&L Capital Management,LLC | 26,954 | $99.5 萬 | 0.42% | −1,347−4.8% | 減碼 |
| South State Corp. | 27,034 | $99.8 萬 | 0.09% | −2,584−8.7% | 減碼 |
| Fourthstone LLC | 27,130 | $100.2 萬 | 0.20% | −16,370−37.6% | 減碼 |
| RFG Advisory, LLC | 27,241 | $100.6 萬 | 0.04% | −437−1.6% | 減碼 |
| Madden Securities Corp | 27,250 | $100.6 萬 | 0.53% | +2,555+10.3% | 加碼 |
| Csenge Advisory Group | 27,345 | $101.0 萬 | 0.06% | −1,291−4.5% | 減碼 |
| Farmers National Bank | 27,485 | $101.5 萬 | 0.33% | −3,210−10.5% | 減碼 |
| Wealthspire Advisors, LLC | 27,540 | $101.7 萬 | 0.01% | −3,856−12.3% | 減碼 |
| Patton Albertson Miller Group, LLC | 27,668 | $102.2 萬 | 0.17% | −2,354−7.8% | 減碼 |
| Brighton Jones LLC | 27,722 | $102.4 萬 | 0.04% | +2,501+9.9% | 加碼 |
| Ally Financial Inc. | 28,000 | $103.4 萬 | 0.14% | 00.0% | 不變 |
| Hennessy Advisors Inc | 28,000 | $103.4 萬 | 0.05% | +8,000+40.0% | 加碼 |
| Dividend Assets Capital, LLC | 27,994 | $103.4 萬 | 0.20% | −1,065−3.7% | 減碼 |
| Moody National Bank Trust Division | 28,158 | $104.0 萬 | 0.08% | −28,994−50.7% | 減碼 |
| International Assets Investment Management, LLC | 28,320 | $104.6 萬 | 0.13% | −1,902−6.3% | 減碼 |
| Jacobi Capital Management LLC | 28,333 | $104.6 萬 | 0.11% | −880−3.0% | 減碼 |
| Icon Wealth Advisors, LLC | 28,340 | $104.6 萬 | 0.11% | +28,340 | 新進 |
| Vestcor Inc | 28,357 | $104.7 萬 | 0.04% | −296−1.0% | 減碼 |
| Voya Financial Advisors, Inc. | 28,166 | $105.0 萬 | 0.13% | −994−3.4% | 減碼 |
| Davis Investment Partners, LLC | 28,581 | $105.7 萬 | 0.51% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 28,796 | $106.3 萬 | 0.21% | +28,796 | 新進 |
| Smith, Salley & Associates | 28,823 | $106.4 萬 | 0.07% | +6,463+28.9% | 加碼 |
| X-Square Capital, LLC | 29,024 | $107.2 萬 | 0.59% | −7,063−19.6% | 減碼 |
| Founders Financial Alliance, LLC | 29,093 | $107.4 萬 | 0.42% | +1,101+3.9% | 加碼 |
| CWM, LLC | 29,136 | $107.6 萬 | 0.01% | +3,264+12.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 29,209 | $107.8 萬 | 0.08% | −1,333−4.4% | 減碼 |
| Applied Capital LLC | 29,279 | $108.1 萬 | 0.99% | +1,100+3.9% | 加碼 |
| Spire Wealth Management | 29,055 | $108.9 萬 | 0.04% | +657+2.3% | 加碼 |
| Sawtooth Solutions, LLC | 29,802 | $110.0 萬 | 0.03% | +1,643+5.8% | 加碼 |
| Hilltop Holdings Inc. | 29,822 | $110.1 萬 | 0.12% | +133+0.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 29,848 | $110.2 萬 | 0.11% | −590−1.9% | 減碼 |
| Bleakley Financial Group, LLC | 29,890 | $110.4 萬 | 0.04% | +1,731+6.1% | 加碼 |
| Veriti Management LLC | 29,958 | $110.6 萬 | 0.10% | +13,462+81.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 30,049 | $110.9 萬 | 0.05% | +30,049 | 新進 |
| Mutual Advisors, LLC | 30,207 | $111.5 萬 | 0.04% | +4,221+16.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 30,263 | $111.7 萬 | 0.06% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30,319 | $111.9 萬 | 0.04% | −2,615−7.9% | 減碼 |
| Salzhauer Michael | 30,500 | $112.6 萬 | 1.01% | −5,063−14.2% | 減碼 |
| Foundations Investment Advisors, LLC | 30,940 | $112.9 萬 | 0.03% | +3,288+11.9% | 加碼 |
| Nicolet Bankshares Inc | 30,603 | $113.0 萬 | 0.30% | −198−0.6% | 減碼 |
| Brevan Howard Capital Management LP | 30,630 | $113.1 萬 | 0.11% | +30,630 | 新進 |
| Ieq Capital, LLC | 30,670 | $113.2 萬 | 0.02% | +13,508+78.7% | 加碼 |
| BCS Wealth Management | 30,712 | $113.4 萬 | 0.42% | −1,830−5.6% | 減碼 |
| WealthShield Partners, LLC | 30,847 | $113.9 萬 | 0.19% | +36+0.1% | 加碼 |
| BKD Wealth Advisors, LLC | 31,203 | $115.2 萬 | 0.03% | −5,076−14.0% | 減碼 |
| Taylor Financial Group, Inc. | 31,798 | $117.4 萬 | 0.97% | +31,798 | 新進 |
| Cullen/Frost Bankers, Inc. | 32,033 | $118.3 萬 | 0.02% | −90,556−73.9% | 減碼 |
| Assetmark, Inc | 32,043 | $118.3 萬 | 0.00% | +2,538+8.6% | 加碼 |
| MBL Wealth, LLC | 32,062 | $118.4 萬 | 0.15% | +220+0.7% | 加碼 |
| Illinois Municipal Retirement Fund | 32,144 | $118.7 萬 | 0.02% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 32,158 | $118.7 萬 | 0.12% | −211,327−86.8% | 減碼 |
| St. Johns Investment Management Company, LLC | 32,255 | $119.1 萬 | 0.61% | +296+0.9% | 加碼 |
| ProVise Management Group, LLC | 32,399 | $119.6 萬 | 0.10% | −190−0.6% | 減碼 |
| CNB Bank | 32,702 | $120.7 萬 | 0.65% | −2,317−6.6% | 減碼 |
| Citizens & Northern Corp | 32,716 | $120.8 萬 | 0.43% | −15,396−32.0% | 減碼 |
| Bank Ozk | 33,115 | $122.3 萬 | 0.60% | −212−0.6% | 減碼 |
| MCF Advisors LLC | 33,735 | $124.5 萬 | 0.10% | −46−0.1% | 減碼 |
| New England Research & Management, Inc. | 34,312 | $126.7 萬 | 0.67% | −495−1.4% | 減碼 |
| Park Avenue Securities LLC | 34,463 | $127.2 萬 | 0.02% | −3,075−8.2% | 減碼 |
| FJ Investments, LLC | 34,500 | $127.4 萬 | 0.06% | +34,500 | 新進 |
| Financial Security Advisor, Inc. | 35,184 | $129.9 萬 | 0.51% | −185−0.5% | 減碼 |
| Berkeley Capital Partners, LLC | 35,294 | $130.3 萬 | 0.43% | −5,502−13.5% | 減碼 |
| Gotham Asset Management, LLC | 35,319 | $130.4 萬 | 0.02% | −2,819−7.4% | 減碼 |
| Independence Bank of Kentucky | 35,453 | $130.9 萬 | 0.46% | −2,150−5.7% | 減碼 |
| Galibier Capital Management Ltd. | 35,758 | $132.0 萬 | 0.34% | −15,000−29.6% | 減碼 |
| First American Bank | 35,989 | $132.9 萬 | 0.11% | −19,778−35.5% | 減碼 |