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。
2024 年第 1 季 13F 持有人
Truist Financial Corp 在 2024/3/31 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
- 1,423
- 較 2023 年第 4 季 +41 家
- 持有股數
- 9.51 億
- 較 2023 年第 4 季 −119.5 萬 (−0.1%)
- 總市值
- $369.4 億
- 較 2023 年第 4 季 +$17.9 億 (+5.1%)
- 新進機構
- 135
- 另有 543 家加碼
- 清倉機構
- 94
- 另有 563 家減碼
另有 17 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3,237 | $12.6 萬 | 0.01% | +13+0.4% | 加碼 |
| Creative Financial Designs Inc | 3,246 | $12.7 萬 | 0.01% | +812+33.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 3,270 | $12.7 萬 | 0.00% | −13,664−80.7% | 減碼 |
| Riverview Trust Co | 3,295 | $12.8 萬 | 0.10% | +3,295 | 新進 |
| Main Street Group, LTD | 3,353 | $12.9 萬 | 0.06% | +1,397+71.4% | 加碼 |
| Mather Group, LLC. | 3,568 | $13.2 萬 | 0.00% | +3,568 | 新進 |
| Grove Bank & Trust | 3,393 | $13.2 萬 | 0.02% | −14,859−81.4% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,508 | $13.7 萬 | 0.01% | −157−4.3% | 減碼 |
| Farther Finance Advisors, LLC | 3,576 | $13.7 萬 | 0.01% | +173+5.1% | 加碼 |
| Washington Trust Co | 3,533 | $13.8 萬 | 0.01% | −198−5.3% | 減碼 |
| Caldwell Sutter Capital, Inc. | 3,543 | $13.8 萬 | 0.07% | +340+10.6% | 加碼 |
| Bruce G. Allen Investments, LLC | 3,549 | $13.8 萬 | 0.11% | +542+18.0% | 加碼 |
| Alta Advisers Ltd | 3,600 | $14.0 萬 | 0.07% | 00.0% | 不變 |
| Capital Analysts, LLC | 3,640 | $14.2 萬 | 0.01% | −175−4.6% | 減碼 |
| Abich Financial Wealth Management LLC | 3,700 | $14.4 萬 | 0.11% | +1,189+47.4% | 加碼 |
| Sound Income Strategies, LLC | 3,742 | $14.6 萬 | 0.01% | −978−20.7% | 減碼 |
| Harbour Investments, Inc. | 3,767 | $14.7 萬 | 0.01% | −1,246−24.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,848 | $15.0 萬 | 0.08% | +293+8.2% | 加碼 |
| American Capital Advisory, LLC | 4,416 | $15.1 萬 | 0.13% | +390+9.7% | 加碼 |
| Leonteq Securities AG | 3,899 | $15.2 萬 | 0.02% | +3,865+11,367.6% | 加碼 |
| Bollard Group LLC | 4,217 | $16.4 萬 | 0.00% | +61+1.5% | 加碼 |
| Central Bank & Trust Co | 4,300 | $16.8 萬 | 0.02% | 00.0% | 不變 |
| Arlington Trust Co LLC | 4,347 | $16.9 萬 | 0.04% | −37−0.8% | 減碼 |
| Hartford Financial Management Inc. | 4,399 | $17.1 萬 | 0.04% | 00.0% | 不變 |
| Plato Investment Management Ltd | 4,412 | $17.2 萬 | 0.02% | +1,556+54.5% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 4,514 | $17.6 萬 | 0.11% | −571−11.2% | 減碼 |
| Dakota Community Bank & Trust NA | 4,533 | $17.7 萬 | 0.96% | −2,048−31.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,587 | $17.9 萬 | 0.04% | −2,849−38.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,683 | $18.3 萬 | 0.07% | +277+6.3% | 加碼 |
| Horizon Bancorp Inc | 4,794 | $18.7 萬 | 0.09% | +43+0.9% | 加碼 |
| Sunbelt Securities, Inc. | 4,840 | $18.9 萬 | 0.02% | +121+2.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $19.2 萬 | 0.01% | +1,163+30.9% | 加碼 |
| Toth Financial Advisory Corp | 5,087 | $19.8 萬 | 0.02% | +1,307+34.6% | 加碼 |
| Camden Capital, LLC | 5,134 | $20.0 萬 | 0.02% | −502−8.9% | 減碼 |
| Renasant Bank | 5,135 | $20.0 萬 | 0.14% | +5,135 | 新進 |
| Reliant Investment Management, LLC | 5,139 | $20.0 萬 | 0.09% | +5,139 | 新進 |
| Calton & Associates, Inc. | 5,143 | $20.0 萬 | 0.10% | −5,000−49.3% | 減碼 |
| Graypoint LLC | 5,147 | $20.1 萬 | 0.01% | −503−8.9% | 減碼 |
| Delap Wealth Advisory, LLC | 5,180 | $20.2 萬 | 0.08% | +5,180 | 新進 |
| ASB Consultores, LLC | 5,180 | $20.2 萬 | 0.05% | +5,180 | 新進 |
| SC&H Financial Advisors, Inc. | 5,183 | $20.2 萬 | 0.05% | +5,183 | 新進 |
| Next Level Private LLC | 5,194 | $20.2 萬 | 0.09% | +5,194 | 新進 |
| PFW Advisors LLC | 5,208 | $20.3 萬 | 0.06% | +5,208 | 新進 |
| West Family Investments, Inc. | 5,213 | $20.3 萬 | 0.06% | +5,213 | 新進 |
| Nemes Rush Group LLC | 5,233 | $20.4 萬 | 0.03% | −233−4.3% | 減碼 |
| Avantax Planning Partners, Inc. | 5,242 | $20.4 萬 | 0.01% | +5,242 | 新進 |
| M. Kulyk & Associates, LLC | 5,252 | $20.5 萬 | 0.05% | +5,252 | 新進 |
| Philadelphia Trust Co | 5,262 | $20.5 萬 | 0.02% | +5,262 | 新進 |
| CFO4Life Group, LLC | 5,271 | $20.5 萬 | 0.04% | +5,271 | 新進 |
| Muirfield Wealth Advisors LLC | 5,273 | $20.6 萬 | 0.20% | −377−6.7% | 減碼 |
| Dover Advisors, LLC | 5,285 | $20.6 萬 | 0.14% | +5,285 | 新進 |
| New Jersey Better Educational Savings Trust | 5,292 | $20.6 萬 | 0.39% | +5,292 | 新進 |
| Scotia Capital Inc. | 5,325 | $20.8 萬 | 0.00% | −815−13.3% | 減碼 |
| Cape Investment Advisory, Inc. | 5,372 | $20.9 萬 | 0.10% | +429+8.7% | 加碼 |
| Ballew Advisors, Inc | 5,602 | $21.0 萬 | 0.14% | 00.0% | 不變 |
| AJOVista, LLC | 5,392 | $21.0 萬 | 0.57% | 00.0% | 不變 |
| Eagle Strategies LLC | 5,435 | $21.2 萬 | 0.05% | −6,068−52.8% | 減碼 |
| LongView Wealth Management | 5,471 | $21.3 萬 | 0.08% | −1,421−20.6% | 減碼 |
| High Net Worth Advisory Group LLC | 5,477 | $21.3 萬 | 0.07% | −590−9.7% | 減碼 |
| Main Street Financial Solutions, LLC | 5,492 | $21.4 萬 | 0.02% | −509−8.5% | 減碼 |
| LMCG Investments, LLC | 5,493 | $21.4 萬 | 0.01% | −20.0% | 減碼 |
| CVA Family Office, LLC | 5,498 | $21.4 萬 | 0.04% | −441−7.4% | 減碼 |
| Waldron Private Wealth LLC | 5,511 | $21.5 萬 | 0.01% | +5,511 | 新進 |
| Cornerstone Management, Inc. | 5,521 | $21.5 萬 | 0.05% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 5,528 | $21.5 萬 | 0.13% | −3,263−37.1% | 減碼 |
| Country Club Bank | 5,550 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,567 | $21.7 萬 | 0.16% | −546−8.9% | 減碼 |
| Diligent Investors, LLC | 5,567 | $21.7 萬 | 0.05% | −103−1.8% | 減碼 |
| Sugarloaf Wealth Management, LLC | 5,572 | $21.7 萬 | 0.04% | −1,610−22.4% | 減碼 |
| Carmichael Hill & Associates, Inc. | 5,578 | $21.7 萬 | 0.09% | +191+3.5% | 加碼 |
| Castleview Partners, LLC | 5,619 | $21.9 萬 | 0.12% | +1,316+30.6% | 加碼 |
| Ambassador Advisors, LLC | 5,634 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 5,641 | $22.0 萬 | 0.02% | +92+1.7% | 加碼 |
| Lantz Financial LLC | 5,659 | $22.1 萬 | 0.07% | +5,659 | 新進 |
| Carolinas Wealth Consulting LLC | 5,662 | $22.1 萬 | 0.04% | +438+8.4% | 加碼 |
| Kingfisher Capital LLC | 5,657 | $22.1 萬 | 0.05% | −1,082−16.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 5,700 | $22.2 萬 | 0.06% | +5,700 | 新進 |
| Patrick M Sweeney & Associates, Inc | 5,706 | $22.2 萬 | 0.18% | +10.0% | 加碼 |
| Baron Wealth Management LLC | 5,714 | $22.3 萬 | 0.12% | +10.0% | 加碼 |
| Phillips Wealth Planners LLC | 6,301 | $22.5 萬 | 0.26% | +6,301 | 新進 |
| AlphaMark Advisors, LLC | 5,783 | $22.5 萬 | 0.08% | −183−3.1% | 減碼 |
| D'Orazio & Associates, Inc. | 5,780 | $22.5 萬 | 0.04% | +28+0.5% | 加碼 |
| Sunpointe, LLC | 5,795 | $22.6 萬 | 0.25% | −961−14.2% | 減碼 |
| World Equity Group, Inc. | 5,832 | $22.7 萬 | 0.05% | +351+6.4% | 加碼 |
| Duncan Williams Asset Management, LLC | 5,842 | $22.8 萬 | 0.21% | +5,842 | 新進 |
| Augustine Asset Management Inc | 5,856 | $22.8 萬 | 0.10% | +10.0% | 加碼 |
| Invesco, LLC | 5,862 | $22.9 萬 | 0.10% | −1,024−14.9% | 減碼 |
| Yeomans Consulting Group, Inc. | 5,885 | $22.9 萬 | 0.10% | −4,663−44.2% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 6,266 | $23.1 萬 | 0.07% | +6,266 | 新進 |
| Romano Brothers and Company | 5,925 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| RMB Capital Management, LLC | 5,931 | $23.1 萬 | 0.01% | +5,931 | 新進 |
| Resurgent Financial Advisors LLC | 5,945 | $23.2 萬 | 0.12% | +2,067+53.3% | 加碼 |
| Eads & Heald Wealth Management | 5,967 | $23.3 萬 | 0.11% | +5,967 | 新進 |
| Lindbrook Capital, LLC | 5,999 | $23.4 萬 | 0.02% | +103+1.7% | 加碼 |
| Ci Investments Inc. | 5,996 | $23.4 萬 | 0.00% | +2,287+61.7% | 加碼 |
| Capital Square, LLC | 6,025 | $23.5 萬 | 0.17% | +41+0.7% | 加碼 |
| Fisher Asset Management, LLC | 6,048 | $23.6 萬 | 0.00% | −672−10.0% | 減碼 |
| Keystone Financial Group | 6,088 | $23.7 萬 | 0.03% | +6,088 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,098 | $23.8 萬 | 0.03% | +5+0.1% | 加碼 |