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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 6,139 | $23.8 萬 | 0.02% | +805+15.1% | 加碼 |
| RiverFront Investment Group, LLC | 6,113 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| CIC Wealth, LLC | 6,125 | $23.9 萬 | 0.07% | +6,125 | 新進 |
| Quotient Wealth Partners, LLC | 6,147 | $24.0 萬 | 0.01% | −3,817−38.3% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $24.1 萬 | 0.11% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,193 | $24.1 萬 | 0.02% | +6,193 | 新進 |
| Harbour Trust & Investment Management Co | 6,192 | $24.1 萬 | 0.03% | −598−8.8% | 減碼 |
| Stonegate Investment Group, LLC | 6,193 | $24.1 萬 | 0.01% | −1,122−15.3% | 減碼 |
| 1620 Investment Advisors, Inc. | 6,211 | $24.2 萬 | 0.25% | +13+0.2% | 加碼 |
| EP Wealth Advisors, LLC | 6,250 | $24.4 萬 | 0.00% | −2,104−25.2% | 減碼 |
| Rock Point Advisors, LLC | 6,250 | $24.4 萬 | 0.07% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 6,405 | $24.6 萬 | 0.01% | +6,405 | 新進 |
| ICA Group Wealth Management, LLC | 6,308 | $24.6 萬 | 0.05% | +4+0.1% | 加碼 |
| Emfo, LLC | 6,325 | $24.7 萬 | 0.23% | +10+0.2% | 加碼 |
| Whalen Wealth Management Inc. | 6,331 | $24.7 萬 | 0.18% | +288+4.8% | 加碼 |
| Adapt Wealth Advisors, LLC | 6,350 | $24.8 萬 | 0.18% | +6,350 | 新進 |
| Meridian Financial Partners LLC | 6,972 | $24.8 萬 | 0.32% | −671−8.8% | 減碼 |
| Bluefin Capital Management, LLC | 6,400 | $24.9 萬 | 0.04% | +6,400 | 新進 |
| Altrius Capital Management Inc | 6,433 | $25.1 萬 | 0.06% | +10.0% | 加碼 |
| Evermay Wealth Management LLC | 6,434 | $25.1 萬 | 0.04% | −13−0.2% | 減碼 |
| Quadrant Capital Group LLC | 6,453 | $25.2 萬 | 0.02% | +929+16.8% | 加碼 |
| Citizens Financial Group Inc | 6,474 | $25.2 萬 | 0.01% | +512+8.6% | 加碼 |
| Canton Hathaway, LLC | 6,516 | $25.4 萬 | 0.07% | −2,000−23.5% | 減碼 |
| Wedmont Private Capital | 6,573 | $25.6 萬 | 0.02% | +525+8.7% | 加碼 |
| First American Trust, FSB | 6,597 | $25.7 萬 | 0.03% | +6,597 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 6,608 | $25.8 萬 | 0.02% | +6,608 | 新進 |
| Sherbrooke Park Advisers LLC | 6,624 | $25.8 萬 | 0.05% | +6,624 | 新進 |
| First City Capital Management, Inc. | 6,632 | $25.9 萬 | 0.14% | +91+1.4% | 加碼 |
| Geller Advisors LLC | 6,634 | $25.9 萬 | 0.02% | +14+0.2% | 加碼 |
| Councilmark Asset Management, LLC | 6,650 | $25.9 萬 | 0.19% | +6,650 | 新進 |
| EverSource Wealth Advisors, LLC | 6,933 | $26.0 萬 | 0.02% | +472+7.3% | 加碼 |
| 1st Source Bank | 6,689 | $26.1 萬 | 0.02% | −926−12.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,690 | $26.1 萬 | 0.01% | −138,205−95.4% | 減碼 |
| Family Legacy, Inc. | 6,694 | $26.1 萬 | 0.09% | −50−0.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 6,738 | $26.3 萬 | 0.06% | +9+0.1% | 加碼 |
| Los Angeles Capital Management LLC | 6,750 | $26.3 萬 | 0.00% | −151−2.2% | 減碼 |
| Heartwood Wealth Advisors LLC | 6,784 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 6,787 | $26.5 萬 | 0.16% | −123−1.8% | 減碼 |
| Mendel Money Management | 6,829 | $26.6 萬 | 0.12% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 6,880 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 6,906 | $26.9 萬 | 0.01% | +16+0.2% | 加碼 |
| Delta Financial Group, Inc. | 6,922 | $27.0 萬 | 0.08% | +1,376+24.8% | 加碼 |
| Trust Point Inc. | 6,951 | $27.1 萬 | 0.02% | +96+1.4% | 加碼 |
| First Heartland Consultants, Inc. | 6,947 | $27.1 萬 | 0.03% | +6,947 | 新進 |
| First Trust Investment Solutions L.P. | 7,007 | $27.3 萬 | 0.05% | +7,007 | 新進 |
| Westover Capital Advisors, LLC | 7,063 | $27.5 萬 | 0.08% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 7,116 | $27.7 萬 | 0.02% | +1,208+20.4% | 加碼 |
| Radnor Capital Management, LLC | 7,131 | $27.8 萬 | 0.05% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 7,144 | $27.8 萬 | 0.42% | −500−6.5% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 7,178 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Morris Financial Concepts, Inc. | 7,211 | $28.1 萬 | 0.14% | −83−1.1% | 減碼 |
| Belpointe Asset Management LLC | 7,216 | $28.1 萬 | 0.02% | −29−0.4% | 減碼 |
| GeoWealth Management, LLC | 7,283 | $28.4 萬 | 0.01% | −1,091−13.0% | 減碼 |
| Aprio Wealth Management, LLC | 7,286 | $28.4 萬 | 0.06% | −324−4.3% | 減碼 |
| LexAurum Advisors, LLC | 7,301 | $28.5 萬 | 0.07% | −12−0.2% | 減碼 |
| Conning Inc. | 7,470 | $29.1 萬 | 0.01% | −450−5.7% | 減碼 |
| Continuum Advisory, LLC | 7,449 | $29.1 萬 | 0.04% | −4,383−37.0% | 減碼 |
| Empower Advisory Group, LLC | 7,499 | $29.2 萬 | 0.00% | +1,070+16.6% | 加碼 |
| WBH Advisory Inc | 7,527 | $29.3 萬 | 0.03% | −536−6.6% | 減碼 |
| Hill Investment Group Partners, LLC | 7,564 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Trust Co | 7,588 | $29.6 萬 | 0.00% | −499−6.2% | 減碼 |
| Peachtree Investment Partners, LLC | 7,609 | $29.7 萬 | 0.12% | −274−3.5% | 減碼 |
| Fonville Wealth Management LLC | 7,685 | $30.0 萬 | 0.13% | +1,580+25.9% | 加碼 |
| Caldwell Trust Co | 7,736 | $30.2 萬 | 0.04% | −878−10.2% | 減碼 |
| HHM Wealth Advisors, LLC | 7,742 | $30.2 萬 | 0.05% | +1,090+16.4% | 加碼 |
| HBK Sorce Advisory LLC | 7,765 | $30.3 萬 | 0.01% | +1,392+21.8% | 加碼 |
| CX Institutional | 7,787 | $30.4 萬 | 0.01% | +56+0.7% | 加碼 |
| Wagner Wealth Management, LLC | 7,791 | $30.4 萬 | 0.09% | +23+0.3% | 加碼 |
| Lafayette Investments, Inc. | 7,845 | $30.6 萬 | 0.07% | −1,000−11.3% | 減碼 |
| Abacus Planning Group, Inc. | 7,916 | $30.9 萬 | 0.06% | −1,842−18.9% | 減碼 |
| Stone Point Wealth LLC | 8,000 | $31.2 萬 | 0.11% | −400−4.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Simmons Bank | 8,008 | $31.2 萬 | 0.02% | −5−0.1% | 減碼 |
| Wedbush Securities Inc | 8,061 | $31.4 萬 | 0.01% | +8,061 | 新進 |
| Daymark Wealth Partners, LLC | 8,071 | $31.5 萬 | 0.02% | +8,071 | 新進 |
| Nwam LLC | 8,049 | $31.5 萬 | 0.03% | −1,233−13.3% | 減碼 |
| LBMC Investment Advisors, LLC | 8,098 | $31.6 萬 | 0.03% | +8,098 | 新進 |
| Sage Mountain Advisors LLC | 8,099 | $31.6 萬 | 0.03% | +113+1.4% | 加碼 |
| Central Trust Co | 8,122 | $31.7 萬 | 0.01% | −275−3.3% | 減碼 |
| Sapient Capital LLC | 8,131 | $31.7 萬 | 0.01% | −135−1.6% | 減碼 |
| Xcel Wealth Management, LLC | 8,139 | $31.7 萬 | 0.10% | −2,676−24.7% | 減碼 |
| Menard Financial Group LLC | 8,160 | $31.8 萬 | 0.27% | +8,160 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,180 | $31.9 萬 | 0.03% | −1,050−11.4% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $32.0 萬 | 0.11% | 00.0% | 不變 |
| HRT Financial LP | 8,220 | $32.0 萬 | 0.00% | −97,376−92.2% | 減碼 |
| Selective Wealth Management, Inc. | 8,545 | $32.0 萬 | 0.14% | +1,250+17.1% | 加碼 |
| Fortress Wealth Group, LLC | 8,212 | $32.1 萬 | 0.17% | +1,202+17.1% | 加碼 |
| FDx Advisors, Inc. | 8,274 | $32.3 萬 | 0.05% | −3,951−32.3% | 減碼 |
| Lake Street Advisors Group, LLC | 8,299 | $32.3 萬 | 0.02% | +111+1.4% | 加碼 |
| Ti-Trust, Inc | 8,330 | $32.5 萬 | 0.24% | +8,330 | 新進 |
| GAMMA Investing LLC | 8,333 | $32.5 萬 | 0.07% | +1,005+13.7% | 加碼 |
| Institute for Wealth Management, LLC. | 8,359 | $32.6 萬 | 0.04% | −51−0.6% | 減碼 |
| Capstone Investment Advisors, LLC | 8,372 | $32.6 萬 | 0.01% | +8,372 | 新進 |
| Cim Investment Mangement Inc | 8,416 | $32.8 萬 | 0.10% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 8,439 | $32.9 萬 | 0.13% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 8,436 | $32.9 萬 | 0.15% | −1,257−13.0% | 減碼 |
| Cypress Wealth Services, LLC | 8,450 | $32.9 萬 | 0.08% | +135+1.6% | 加碼 |
| International Private Wealth Advisors LLC | 8,472 | $33.0 萬 | 0.64% | +8,472 | 新進 |
| Formidable Asset Management, LLC | 8,472 | $33.0 萬 | 0.05% | +2,644+45.4% | 加碼 |
| BIP Wealth, LLC | 8,473 | $33.0 萬 | 0.02% | −50−0.6% | 減碼 |