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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 36,777 | $133.1 萬 | 0.06% | +3,187+9.5% | 加碼 |
| Wealth Alliance | 36,097 | $133.3 萬 | 0.19% | +637+1.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 36,308 | $134.0 萬 | 0.08% | +201+0.6% | 加碼 |
| Neville Rodie & Shaw Inc | 36,373 | $134.3 萬 | 0.11% | −1,250−3.3% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 36,683 | $135.4 萬 | 0.26% | −787−2.1% | 減碼 |
| Heritage Trust Co | 36,714 | $135.5 萬 | 0.19% | +2,216+6.4% | 加碼 |
| Motley Fool Asset Management LLC | 36,724 | $135.6 萬 | 0.10% | +36,724 | 新進 |
| CAPROCK Group, Inc. | 36,795 | $135.8 萬 | 0.09% | +3,963+12.1% | 加碼 |
| Physicians Financial Services, Inc. | 36,827 | $136.0 萬 | 0.52% | −1,035−2.7% | 減碼 |
| RKL Wealth Management LLC | 37,198 | $137.3 萬 | 0.15% | +797+2.2% | 加碼 |
| Kinneret Advisory, LLC | 37,405 | $138.1 萬 | 0.15% | −238−0.6% | 減碼 |
| Trust Co of Vermont | 37,494 | $138.4 萬 | 0.09% | −7,195−16.1% | 減碼 |
| Allworth Financial LP | 37,496 | $138.4 萬 | 0.01% | +19,717+110.9% | 加碼 |
| Whittier Trust Co | 37,517 | $138.5 萬 | 0.02% | −326,372−89.7% | 減碼 |
| Credit Agricole S A | 37,734 | $139.3 萬 | 0.03% | +25,207+201.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 37,896 | $139.9 萬 | 0.06% | −4,500−10.6% | 減碼 |
| Tredje AP-fonden | 38,143 | $140.8 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 49,274 | $141.0 萬 | 0.02% | +559+1.1% | 加碼 |
| Ossiam | 38,402 | $141.8 萬 | 0.02% | −8,152−17.5% | 減碼 |
| D.A. Davidson & Co. | 38,431 | $141.9 萬 | 0.01% | −661−1.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 38,616 | $142.6 萬 | 0.98% | −7,739−16.7% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 38,855 | $143.5 萬 | 0.13% | −383,228−90.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 38,959 | $143.8 萬 | 0.05% | −8,382−17.7% | 減碼 |
| We Are One Seven, LLC | 38,987 | $143.9 萬 | 0.08% | +1,853+5.0% | 加碼 |
| Ballast, Inc. | 39,089 | $144.3 萬 | 0.50% | +189+0.5% | 加碼 |
| Icon Advisers Inc | 39,100 | $144.4 萬 | 0.33% | 00.0% | 不變 |
| Colonial Trust Co | 39,147 | $144.5 萬 | 0.30% | −5,069−11.5% | 減碼 |
| Quadcap Wealth Management, LLC | 39,357 | $145.3 萬 | 0.38% | +39,357 | 新進 |
| Oak Harbor Wealth Partners, LLC | 39,491 | $145.8 萬 | 0.49% | −1,644−4.0% | 減碼 |
| Diamant Asset Management, Inc. | 39,596 | $146.2 萬 | 1.08% | +3,671+10.2% | 加碼 |
| Quantinno Capital Management LP | 39,743 | $146.7 萬 | 0.05% | +30,532+331.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 39,821 | $147.0 萬 | 0.01% | −1,542−3.7% | 減碼 |
| Senvest Management, LLC | 40,000 | $147.7 萬 | 0.06% | +40,000 | 新進 |
| Financial Partners Group, LLC | 40,017 | $147.7 萬 | 0.67% | −437−1.1% | 減碼 |
| Blair William & Co | 40,206 | $148.4 萬 | 0.01% | −5,154−11.4% | 減碼 |
| IFG Advisory, LLC | 40,252 | $148.6 萬 | 0.11% | +167+0.4% | 加碼 |
| United Services Automobile Association | 40,317 | $148.9 萬 | 0.03% | +644+1.6% | 加碼 |
| Capital Investment Advisors, LLC | 40,377 | $149.1 萬 | 0.04% | +3,886+10.6% | 加碼 |
| GHP Investment Advisors, Inc. | 40,470 | $149.4 萬 | 0.08% | −1,363−3.3% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 40,811 | $150.7 萬 | 0.29% | −5,996−12.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 40,865 | $150.9 萬 | 0.02% | −1,822−4.3% | 減碼 |
| InterOcean Capital Group, LLC | 40,950 | $151.2 萬 | 0.04% | +451+1.1% | 加碼 |
| Pinnbrook Capital Management LP | 41,148 | $151.9 萬 | 0.36% | +41,148 | 新進 |
| Raleigh Capital Management Inc. | 41,272 | $152.4 萬 | 0.71% | −1,686−3.9% | 減碼 |
| NBC Securities, Inc. | 41,328 | $152.5 萬 | 0.15% | +90.0% | 加碼 |
| Sompo Asset Management Co., Ltd. | 41,510 | $153.3 萬 | 0.28% | +1,470+3.7% | 加碼 |
| Atlantic Union Bankshares Corp | 41,524 | $153.3 萬 | 0.14% | +97+0.2% | 加碼 |
| Glenmede Trust Co NA | 41,662 | $153.8 萬 | 0.01% | −9,850−19.1% | 減碼 |
| Marotta Asset Management | 42,091 | $155.4 萬 | 0.33% | −6,084−12.6% | 減碼 |
| Argyle Capital Management Inc. | 42,150 | $155.6 萬 | 0.64% | −9,900−19.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 42,215 | $155.9 萬 | 0.04% | +173+0.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 42,247 | $156.0 萬 | 0.02% | −44,245−51.2% | 減碼 |
| Hills Bank & Trust Co | 42,310 | $156.2 萬 | 0.15% | +344+0.8% | 加碼 |
| DRW Securities, LLC | 42,399 | $156.5 萬 | 0.05% | +42,399 | 新進 |
| Arcus Capital Partners, LLC | 42,446 | $156.7 萬 | 0.55% | 00.0% | 不變 |
| Heritage Wealth Advisors | 42,641 | $157.4 萬 | 0.08% | −744−1.7% | 減碼 |
| Bray Capital Advisors | 42,711 | $157.7 萬 | 0.44% | +3,371+8.6% | 加碼 |
| Principal Securities, Inc. | 43,137 | $159.3 萬 | 0.06% | +43,137 | 新進 |
| CWA Asset Management Group, LLC | 43,475 | $160.5 萬 | 0.11% | +957+2.3% | 加碼 |
| Arvest Trust Co N A | 43,509 | $160.6 萬 | 0.10% | −9,171−17.4% | 減碼 |
| Arvest Investments, Inc. | 43,631 | $161.1 萬 | 0.26% | +43,631 | 新進 |
| Pathway Financial Advisers, LLC | 43,670 | $161.2 萬 | 0.61% | −2,228−4.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 43,767 | $161.6 萬 | 0.02% | +10,334+30.9% | 加碼 |
| Welch & Forbes LLC | 43,994 | $162.4 萬 | 0.02% | −1,295−2.9% | 減碼 |
| Investors Research Corp | 43,997 | $162.4 萬 | 0.39% | +98+0.2% | 加碼 |
| Patten Group, Inc. | 44,338 | $163.7 萬 | 0.44% | −1,408−3.1% | 減碼 |
| Trust Co of Toledo NA | 44,480 | $164.2 萬 | 0.28% | −1,371−3.0% | 減碼 |
| Salomon & Ludwin, LLC | 57,795 | $165.4 萬 | 0.17% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 44,997 | $166.1 萬 | 0.25% | −3,086−6.4% | 減碼 |
| Argent Advisors, Inc. | 45,026 | $166.2 萬 | 0.73% | +2,435+5.7% | 加碼 |
| Norinchukin Bank, The | 45,244 | $167.0 萬 | 0.04% | −1,908−4.0% | 減碼 |
| North Star Investment Management Corp. | 45,948 | $169.6 萬 | 0.13% | −6,864−13.0% | 減碼 |
| CIBC World Markets Inc. | 46,296 | $170.9 萬 | 0.00% | +37,710+439.2% | 加碼 |
| Empirical Finance, LLC | 46,319 | $171.0 萬 | 0.12% | +224+0.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 46,522 | $171.8 萬 | 0.34% | −2,560−5.2% | 減碼 |
| Vinva Investment Management Ltd | 46,231 | $172.4 萬 | 0.12% | +7,477+19.3% | 加碼 |
| Ostrum Asset Management | 46,736 | $172.5 萬 | 0.15% | −16,642−26.3% | 減碼 |
| Apollon Wealth Management, LLC | 46,776 | $172.7 萬 | 0.06% | +6,080+14.9% | 加碼 |
| Bailard, Inc. | 46,832 | $172.9 萬 | 0.05% | −1,251−2.6% | 減碼 |
| Bahl & Gaynor Inc | 46,856 | $173.0 萬 | 0.01% | −19,961−29.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 46,861 | $173.0 萬 | 0.02% | −38,372−45.0% | 減碼 |
| Delta Capital Management LLC | 47,125 | $174.0 萬 | 1.21% | −170−0.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 47,513 | $175.4 萬 | 0.12% | −1,064−2.2% | 減碼 |
| Signaturefd, LLC | 47,797 | $176.5 萬 | 0.04% | +1,282+2.8% | 加碼 |
| ZWJ Investment Counsel Inc | 47,949 | $177.0 萬 | 0.09% | −914−1.9% | 減碼 |
| Poehling Capital Management, LLC | 48,044 | $177.4 萬 | 0.56% | +14,716+44.2% | 加碼 |
| StoneX Group Inc. | 48,604 | $179.4 萬 | 0.18% | +6,353+15.0% | 加碼 |
| Aptus Capital Advisors, LLC | 49,184 | $181.6 萬 | 0.05% | −3,195−6.1% | 減碼 |
| Proquility Private Wealth Partners, LLC | 49,303 | $182.0 萬 | 0.69% | −9,917−16.7% | 減碼 |
| Marco Investment Management LLC | 49,324 | $182.1 萬 | 0.19% | −725−1.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 48,711 | $183.2 萬 | 0.23% | −718−1.5% | 減碼 |
| Culbertson A N & Co Inc | 49,744 | $183.7 萬 | 0.34% | −1,525−3.0% | 減碼 |
| Savant Capital, LLC | 49,881 | $184.2 萬 | 0.02% | +571+1.2% | 加碼 |
| Maltese Capital Management LLC | 50,000 | $184.6 萬 | 0.52% | +50,000 | 新進 |
| First Bank & Trust | 50,269 | $185.6 萬 | 0.45% | +3,845+8.3% | 加碼 |
| Alberta Investment Management Corp | 50,625 | $186.9 萬 | 0.02% | +21,825+75.8% | 加碼 |
| Cornerstone Advisors, LLC | 51,100 | $188.7 萬 | 0.08% | −300−0.6% | 減碼 |
| Winton Group Ltd | 51,565 | $190.4 萬 | 0.14% | +51,565 | 新進 |
| IVC Wealth Advisors LLC | 52,054 | $192.2 萬 | 1.19% | +978+1.9% | 加碼 |
| Laurel Wealth Advisors LLC | 52,408 | $193.5 萬 | 0.37% | −1,648−3.0% | 減碼 |