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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 8,474 | $33.0 萬 | 0.05% | +611+7.8% | 加碼 |
| Johnson Investment Counsel Inc | 8,484 | $33.1 萬 | 0.00% | −195−2.2% | 減碼 |
| Prestige Wealth Management Group LLC | 8,486 | $33.1 萬 | 0.07% | +675+8.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,494 | $33.1 萬 | 0.04% | +166+2.0% | 加碼 |
| Wrapmanager Inc | 8,504 | $33.1 萬 | 0.09% | −1,056−11.0% | 減碼 |
| Aviance Capital Partners, LLC | 8,505 | $33.2 萬 | 0.05% | +8,505 | 新進 |
| Financial Management Professionals, Inc. | 8,538 | $33.3 萬 | 0.05% | +979+13.0% | 加碼 |
| Birmingham Capital Management Co Inc | 8,544 | $33.3 萬 | 0.12% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 8,603 | $33.5 萬 | 0.03% | +746+9.5% | 加碼 |
| Capital City Trust Co | 8,624 | $33.6 萬 | 0.09% | −1,549−15.2% | 減碼 |
| Searle & Co. | 8,644 | $33.7 萬 | 0.09% | 00.0% | 不變 |
| Harmony Asset Management LLC | 8,655 | $33.7 萬 | 0.14% | −2,302−21.0% | 減碼 |
| Israel Discount Bank of New York | 8,661 | $33.8 萬 | 0.42% | −6,222−41.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 8,675 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 8,677 | $33.8 萬 | 0.04% | −2,230−20.4% | 減碼 |
| New Hampshire Trust | 8,764 | $34.2 萬 | 0.08% | −2,197−20.0% | 減碼 |
| Shell Asset Management Co | 8,832 | $34.3 萬 | 0.02% | −2,655−23.1% | 減碼 |
| Tritonpoint Wealth, LLC | 7,979 | $34.4 萬 | 0.04% | −1,488−15.7% | 減碼 |
| Intech Investment Management LLC | 8,830 | $34.4 萬 | 0.00% | +8,830 | 新進 |
| Silver Oak Securities, Inc | 8,839 | $34.5 萬 | 0.05% | −2,876−24.5% | 減碼 |
| Atomi Financial Group, Inc. | 8,868 | $34.6 萬 | 0.03% | +149+1.7% | 加碼 |
| Pearl River Capital, LLC | 8,891 | $34.7 萬 | 0.05% | +8,891 | 新進 |
| Fiducient Advisors LLC | 8,915 | $34.8 萬 | 0.07% | −86−1.0% | 減碼 |
| Centennial Wealth Advisory LLC | 9,024 | $35.2 萬 | 0.16% | +78+0.9% | 加碼 |
| Grey Street Capital, LLC | 9,034 | $35.2 萬 | 0.05% | +9,034 | 新進 |
| Beacon Investment Advisors LLC | 9,054 | $35.3 萬 | 0.20% | −124−1.4% | 減碼 |
| Hayek Kallen Investment Management | 9,047 | $35.3 萬 | 0.14% | 00.0% | 不變 |
| Parthenon LLC | 9,112 | $35.5 萬 | 0.05% | −76−0.8% | 減碼 |
| Shepherd Financial Partners LLC | 9,140 | $35.6 萬 | 0.05% | −1,518−14.2% | 減碼 |
| Venturi Wealth Management, LLC | 9,142 | $35.6 萬 | 0.02% | +1,750+23.7% | 加碼 |
| Summit Asset Management, LLC | 9,160 | $35.7 萬 | 0.08% | +18+0.2% | 加碼 |
| MTM Investment Management, LLC | 9,182 | $35.8 萬 | 0.15% | −2,729−22.9% | 減碼 |
| Haverford Trust Co | 9,187 | $35.8 萬 | 0.00% | +49+0.5% | 加碼 |
| Kovack Advisors, Inc. | 9,250 | $36.1 萬 | 0.04% | −113−1.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 9,295 | $36.2 萬 | 0.01% | +9,295 | 新進 |
| Perigon Wealth Management, LLC | 9,298 | $36.2 萬 | 0.01% | +906+10.8% | 加碼 |
| Everett Harris & Co | 9,298 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 9,370 | $36.5 萬 | 0.01% | +1,671+21.7% | 加碼 |
| Cedar Brook Financial Partners, LLC | 9,504 | $37.0 萬 | 0.07% | +313+3.4% | 加碼 |
| Rede Wealth, LLC | 9,567 | $37.3 萬 | 0.16% | −5,392−36.0% | 減碼 |
| NFP Retirement, Inc. | 9,570 | $37.3 萬 | 0.03% | +191+2.0% | 加碼 |
| Bristlecone Advisors, LLC | 9,604 | $37.4 萬 | 0.03% | −159−1.6% | 減碼 |
| Secure Asset Management, LLC | 9,604 | $37.4 萬 | 0.09% | −3,249−25.3% | 減碼 |
| Westpac Banking Corp | 9,645 | $37.6 萬 | 0.03% | −20.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,673 | $37.7 萬 | 0.09% | +3,380+53.7% | 加碼 |
| IHT Wealth Management, LLC | 9,721 | $37.9 萬 | 0.02% | +141+1.5% | 加碼 |
| Valmark Advisers, Inc. | 9,745 | $38.0 萬 | 0.01% | −3,220−24.8% | 減碼 |
| Southeast Asset Advisors Inc. | 9,765 | $38.1 萬 | 0.05% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 9,824 | $38.3 萬 | 0.02% | +663+7.2% | 加碼 |
| Equitable Holdings, Inc. | 9,853 | $38.4 萬 | 0.00% | +1,031+11.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,869 | $38.5 萬 | 0.01% | −402−3.9% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 9,904 | $38.6 萬 | 0.10% | −240−2.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 9,927 | $38.7 萬 | 0.01% | −2,471−19.9% | 減碼 |
| Rakuten Securities, Inc. | 9,931 | $38.7 萬 | 0.17% | −1,091−9.9% | 減碼 |
| My Legacy Advisors, LLC | 9,934 | $38.7 萬 | 0.13% | −10−0.1% | 減碼 |
| WealthTrust Axiom LLC | 9,944 | $38.8 萬 | 0.12% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 9,985 | $38.9 萬 | 0.09% | −205−2.0% | 減碼 |
| Hourglass Capital, LLC | 10,000 | $39.0 萬 | 0.12% | −10,000−50.0% | 減碼 |
| American Assets Inc | 10,000 | $39.0 萬 | 0.15% | 00.0% | 不變 |
| ForthRight Wealth Management, LLC | 10,074 | $39.3 萬 | 0.14% | 00.0% | 不變 |
| Pettee Investors, Inc. | 10,090 | $39.3 萬 | 0.17% | −100−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 10,111 | $39.4 萬 | 0.01% | +129+1.3% | 加碼 |
| Tobam | 10,125 | $39.5 萬 | 0.04% | +1,389+15.9% | 加碼 |
| Cypress Capital Group | 10,187 | $39.7 萬 | 0.05% | +90+0.9% | 加碼 |
| Taylor Hoffman Wealth Management | 10,188 | $39.7 萬 | 0.17% | −481−4.5% | 減碼 |
| Applied Finance Capital Management, LLC | 10,208 | $39.8 萬 | 0.03% | +1,206+13.4% | 加碼 |
| Perpetual Ltd | 10,851 | $39.8 萬 | 0.00% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 10,231 | $39.9 萬 | 0.19% | +1,122+12.3% | 加碼 |
| Good Life Advisors, LLC | 10,244 | $39.9 萬 | 0.04% | +181+1.8% | 加碼 |
| Forum Financial Management, LP | 10,298 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Verum Partners LLC | 10,312 | $40.2 萬 | 0.14% | +11+0.1% | 加碼 |
| Successful Portfolios LLC | 10,334 | $40.3 萬 | 0.27% | +50.0% | 加碼 |
| Valley National Advisers Inc | 10,377 | $40.4 萬 | 0.06% | +50+0.5% | 加碼 |
| Keudell/Morrison Wealth Management | 10,527 | $41.0 萬 | 0.12% | +1,266+13.7% | 加碼 |
| Roman Butler Fullerton & Co | 10,810 | $41.1 萬 | 0.15% | +126+1.2% | 加碼 |
| HF Advisory Group, LLC | 10,555 | $41.1 萬 | 0.23% | +10,555 | 新進 |
| Chiron Capital Management, LLC | 10,605 | $41.3 萬 | 0.38% | −695−6.2% | 減碼 |
| Wilkins Investment Counsel Inc | 10,620 | $41.4 萬 | 0.06% | +10,620 | 新進 |
| Nomura Holdings Inc | 10,648 | $41.5 萬 | 0.00% | −16,246−60.4% | 減碼 |
| Legacy Capital Group California, Inc. | 10,797 | $42.1 萬 | 0.16% | −413−3.7% | 減碼 |
| First Manhattan Co | 10,800 | $42.1 萬 | 0.00% | +7,730+251.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 10,820 | $42.2 萬 | 0.02% | +10,820 | 新進 |
| Checchi Capital Advisers, LLC | 10,836 | $42.2 萬 | 0.03% | +1,123+11.6% | 加碼 |
| Pine Harbor Wealth Management, LLC | 10,842 | $42.3 萬 | 0.27% | 00.0% | 不變 |
| NorthRock Partners, LLC | 10,872 | $42.4 萬 | 0.02% | −719−6.2% | 減碼 |
| Tocqueville Asset Management L.P. | 10,877 | $42.4 萬 | 0.01% | −4,731−30.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,946 | $42.7 萬 | 0.01% | +77+0.7% | 加碼 |
| Headinvest, LLC | 10,963 | $42.7 萬 | 0.08% | −14,175−56.4% | 減碼 |
| BSW Wealth Partners | 10,974 | $42.8 萬 | 0.07% | −1,242−10.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,976 | $42.8 萬 | 0.01% | +13+0.1% | 加碼 |
| Aspiriant, LLC | 11,001 | $42.9 萬 | 0.02% | −1,914−14.8% | 減碼 |
| Norway Savings Bank | 11,086 | $43.2 萬 | 0.18% | −3,623−24.6% | 減碼 |
| American National Bank & Trust Co | 11,137 | $43.4 萬 | 0.10% | +11,137 | 新進 |
| 1776 Wealth LLC | 11,150 | $43.5 萬 | 0.21% | −339−3.0% | 減碼 |
| Qtron Investments LLC | 11,154 | $43.5 萬 | 0.06% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 11,195 | $43.6 萬 | 0.13% | −150−1.3% | 減碼 |
| Concord Asset Management, LLC | 11,222 | $43.7 萬 | 0.12% | −846−7.0% | 減碼 |
| Clarius Group, LLC | 11,254 | $43.9 萬 | 0.03% | +231+2.1% | 加碼 |
| Klingman & Associates, LLC | 11,257 | $43.9 萬 | 0.03% | +45+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 11,352 | $44.3 萬 | 0.05% | +11,352 | 新進 |