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 |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 15,476 | $60.3 萬 | 0.09% | 00.0% | 不變 |
| Sigma Planning Corp | 15,476 | $60.3 萬 | 0.02% | +6,999+82.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 15,500 | $60.4 萬 | 0.10% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 15,546 | $60.6 萬 | 0.00% | +20.0% | 加碼 |
| Strategic Advisors LLC | 15,600 | $60.8 萬 | 0.12% | −5,720−26.8% | 減碼 |
| PGGM Investments | 15,679 | $61.1 萬 | 0.01% | +15,679 | 新進 |
| Atticus Wealth Management, LLC | 15,784 | $61.5 萬 | 0.20% | −104−0.7% | 減碼 |
| Trust Asset Management LLC | 15,787 | $61.5 萬 | 0.05% | 00.0% | 不變 |
| FLC Capital Advisors | 15,849 | $61.8 萬 | 0.16% | −20−0.1% | 減碼 |
| Vaughan David Investments LLC | 15,852 | $61.8 萬 | 0.02% | −2,586−14.0% | 減碼 |
| HM Payson & Co | 15,912 | $62.0 萬 | 0.01% | −2,661−14.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 15,925 | $62.1 萬 | 0.04% | +63+0.4% | 加碼 |
| Smith, Salley & Associates | 15,954 | $62.2 萬 | 0.05% | −12,869−44.6% | 減碼 |
| Franklin Street Advisors Inc | 15,971 | $62.3 萬 | 0.05% | −1,000−5.9% | 減碼 |
| Dudley Capital Management, LLC | 16,482 | $63.2 萬 | 0.37% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 16,395 | $63.9 萬 | 0.05% | +16,395 | 新進 |
| North Star Investment Management Corp. | 16,420 | $64.0 萬 | 0.05% | −29,528−64.3% | 減碼 |
| Mayfair Advisory Group, LLC | 16,442 | $64.1 萬 | 0.47% | +1,895+13.0% | 加碼 |
| OmniStar Financial Group, Inc. | 16,572 | $64.6 萬 | 0.59% | −3,913−19.1% | 減碼 |
| Resources Management Corp | 16,600 | $64.7 萬 | 0.09% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 16,712 | $65.1 萬 | 0.45% | −337−2.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $65.4 萬 | 0.17% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 16,800 | $65.5 萬 | 0.02% | −275−1.6% | 減碼 |
| Rossmore Private Capital | 16,817 | $65.6 萬 | 0.09% | −2,866−14.6% | 減碼 |
| Icon Wealth Advisors, LLC | 16,861 | $65.7 萬 | 0.06% | −11,479−40.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 16,868 | $65.8 萬 | 0.05% | 00.0% | 不變 |
| Eastover Investment Advisors LLC | 16,920 | $66.0 萬 | 0.32% | 00.0% | 不變 |
| Busey Wealth Management | 16,989 | $66.2 萬 | 0.02% | −1,641−8.8% | 減碼 |
| MAI Capital Management | 16,995 | $66.2 萬 | 0.01% | +8,210+93.5% | 加碼 |
| Gabelli Funds LLC | 17,000 | $66.3 萬 | 0.00% | 00.0% | 不變 |
| Impax Asset Management Group plc | 17,000 | $66.3 萬 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 17,044 | $66.4 萬 | 0.34% | −201−1.2% | 減碼 |
| Canal Capital Management, LLC | 17,220 | $67.1 萬 | 0.11% | +89+0.5% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 17,327 | $67.5 萬 | 0.47% | −599−3.3% | 減碼 |
| Impact Partnership Wealth, LLC | 17,397 | $67.8 萬 | 0.27% | −3,273−15.8% | 減碼 |
| Cunning Capital Partners, LP | 17,500 | $68.2 萬 | 0.38% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 17,525 | $68.3 萬 | 0.01% | −2,500−12.5% | 減碼 |
| Leisure Capital Management | 17,536 | $68.4 萬 | 0.34% | +718+4.3% | 加碼 |
| Outfitter Financial LLC | 17,637 | $68.7 萬 | 0.56% | −1,860−9.5% | 減碼 |
| Private Trust Co NA | 17,687 | $68.9 萬 | 0.07% | +675+4.0% | 加碼 |
| Sumitomo Life Insurance Co | 17,812 | $69.4 萬 | 0.02% | −995−5.3% | 減碼 |
| Wealth Quarterback LLC | 17,833 | $69.5 萬 | 0.39% | −3,734−17.3% | 減碼 |
| TCW Group Inc | 17,946 | $70.0 萬 | 0.01% | −3,111−14.8% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 17,990 | $70.1 萬 | 0.11% | −1,259−6.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 18,105 | $70.6 萬 | 0.05% | −879−4.6% | 減碼 |
| Sheets Smith Wealth Management | 18,157 | $70.8 萬 | 0.08% | +180+1.0% | 加碼 |
| Driehaus Capital Management LLC | 18,176 | $70.8 萬 | 0.01% | +18,176 | 新進 |
| MBL Wealth, LLC | 18,244 | $71.1 萬 | 0.08% | −13,818−43.1% | 減碼 |
| Meitav Dash Investments Ltd | 18,288 | $71.3 萬 | 0.01% | −390−2.1% | 減碼 |
| Ignite Planners, LLC | 18,583 | $71.3 萬 | 0.20% | −3,868−17.2% | 減碼 |
| Coldstream Capital Management Inc | 18,319 | $71.4 萬 | 0.02% | +1,461+8.7% | 加碼 |
| Stevens Capital Management LP | 18,335 | $71.5 萬 | 0.14% | +4,606+33.5% | 加碼 |
| Brown Brothers Harriman & Co | 18,506 | $72.1 萬 | 0.01% | −2,977−13.9% | 減碼 |
| Pitcairn Co | 18,561 | $72.4 萬 | 0.05% | +618+3.4% | 加碼 |
| CSS LLC | 18,618 | $72.6 萬 | 0.06% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 18,792 | $73.3 萬 | 0.07% | +1,872+11.1% | 加碼 |
| ISAM Funds (UK) Ltd | 18,814 | $73.3 萬 | 0.42% | +9,549+103.1% | 加碼 |
| RMR Wealth Builders | 18,841 | $73.4 萬 | 0.09% | −356−1.9% | 減碼 |
| Todd Asset Management LLC | 18,860 | $73.5 萬 | 0.02% | +18,860 | 新進 |
| American Trust | 18,904 | $73.7 萬 | 0.07% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 19,005 | $74.1 萬 | 0.03% | −974−4.9% | 減碼 |
| Trust Investment Advisors | 19,031 | $74.2 萬 | 0.54% | −46−0.2% | 減碼 |
| Trust Co of Virginia | 19,158 | $74.7 萬 | 0.07% | −800−4.0% | 減碼 |
| Invst, LLC | 19,604 | $75.2 萬 | 0.09% | +19,604 | 新進 |
| Umb Bank N A | 19,373 | $75.5 萬 | 0.01% | −40,249−67.5% | 減碼 |
| Siemens Fonds Invest GmbH | 19,474 | $75.9 萬 | 0.06% | −585−2.9% | 減碼 |
| Cornerstone Advisory, LLC | 19,646 | $76.6 萬 | 0.11% | +80+0.4% | 加碼 |
| Financial Advocates Investment Management | 19,707 | $76.8 萬 | 0.04% | +1,752+9.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 19,762 | $77.0 萬 | 0.17% | +1,131+6.1% | 加碼 |
| City Holding Co | 19,782 | $77.1 萬 | 0.12% | +4,720+31.3% | 加碼 |
| AlTi Global, Inc. | 19,843 | $77.4 萬 | 0.02% | +1,607+8.8% | 加碼 |
| Fee-Only Financial Planning, L.C. | 20,014 | $78.0 萬 | 0.53% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 20,030 | $78.1 萬 | 0.03% | −10,289−33.9% | 減碼 |
| Cipher Capital LP | 20,147 | $78.5 萬 | 0.36% | +20,147 | 新進 |
| First Horizon Advisors, Inc. | 20,165 | $78.6 萬 | 0.02% | −354−1.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 20,207 | $78.8 萬 | 0.01% | +1,884+10.3% | 加碼 |
| Northwest Bank & Trust Co | 21,061 | $79.1 萬 | 0.73% | +39+0.2% | 加碼 |
| Clearstead Advisors, LLC | 20,512 | $80.4 萬 | 0.04% | −473−2.3% | 減碼 |
| Cravens & Co Advisors, LLC | 20,705 | $80.7 萬 | 0.67% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 20,777 | $81.0 萬 | 0.09% | −9,045−30.3% | 減碼 |
| Park Circle Co | 20,930 | $81.6 萬 | 0.76% | 00.0% | 不變 |
| Octavia Wealth Advisors, LLC | 21,064 | $82.1 萬 | 0.12% | +6,373+43.4% | 加碼 |
| Capital Asset Advisory Services LLC | 21,683 | $82.6 萬 | 0.05% | −365−1.7% | 減碼 |
| AlphaStar Capital Management, LLC | 21,271 | $82.9 萬 | 0.09% | +12,563+144.3% | 加碼 |
| Buckingham Strategic Partners | 21,301 | $83.0 萬 | 0.02% | +10,355+94.6% | 加碼 |
| Fox Run Management, L.L.C. | 21,324 | $83.1 萬 | 0.18% | +21,324 | 新進 |
| Staley Capital Advisers Inc | 21,500 | $83.8 萬 | 0.04% | 00.0% | 不變 |
| LVW Advisors, LLC | 21,662 | $84.4 萬 | 0.14% | +4,394+25.4% | 加碼 |
| PEAK6 Investments LLC | 21,706 | $84.6 萬 | 0.04% | +12,427+133.9% | 加碼 |
| RSM US Wealth Management LLC | 21,801 | $85.0 萬 | 0.02% | +49+0.2% | 加碼 |
| HighPoint Advisor Group LLC | 21,724 | $85.1 萬 | 0.06% | −1,282−5.6% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 21,915 | $85.4 萬 | 0.41% | 00.0% | 不變 |
| Capital Management Associates | 21,967 | $85.6 萬 | 1.02% | −3,622−14.2% | 減碼 |
| Carson Advisory Inc. | 21,978 | $85.7 萬 | 0.60% | +50+0.2% | 加碼 |
| Midland Wealth Advisors LLC | 22,054 | $86.0 萬 | 0.05% | −1,036−4.5% | 減碼 |
| Marino, Stram & Associates LLC | 22,104 | $86.2 萬 | 0.20% | +226+1.0% | 加碼 |
| Certified Advisory Corp | 22,183 | $86.5 萬 | 0.12% | −352−1.6% | 減碼 |
| Leavell Investment Management, Inc. | 22,206 | $86.6 萬 | 0.05% | −1,650−6.9% | 減碼 |
| Fort Sheridan Advisors LLC | 22,282 | $86.9 萬 | 0.16% | +70.0% | 加碼 |
| Monument Capital Management | 22,304 | $86.9 萬 | 0.25% | +70.0% | 加碼 |