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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 16,800 | $65.5 萬 | 0.02% | −275−1.6% | 減碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $65.4 萬 | 0.17% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 16,712 | $65.1 萬 | 0.45% | −337−2.0% | 減碼 |
| Resources Management Corp | 16,600 | $64.7 萬 | 0.09% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 16,572 | $64.6 萬 | 0.59% | −3,913−19.1% | 減碼 |
| Mayfair Advisory Group, LLC | 16,442 | $64.1 萬 | 0.47% | +1,895+13.0% | 加碼 |
| North Star Investment Management Corp. | 16,420 | $64.0 萬 | 0.05% | −29,528−64.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 16,395 | $63.9 萬 | 0.05% | +16,395 | 新進 |
| Dudley Capital Management, LLC | 16,482 | $63.2 萬 | 0.37% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 15,971 | $62.3 萬 | 0.05% | −1,000−5.9% | 減碼 |
| Smith, Salley & Associates | 15,954 | $62.2 萬 | 0.05% | −12,869−44.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 15,925 | $62.1 萬 | 0.04% | +63+0.4% | 加碼 |
| HM Payson & Co | 15,912 | $62.0 萬 | 0.01% | −2,661−14.3% | 減碼 |
| Vaughan David Investments LLC | 15,852 | $61.8 萬 | 0.02% | −2,586−14.0% | 減碼 |
| FLC Capital Advisors | 15,849 | $61.8 萬 | 0.16% | −20−0.1% | 減碼 |
| Trust Asset Management LLC | 15,787 | $61.5 萬 | 0.05% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 15,784 | $61.5 萬 | 0.20% | −104−0.7% | 減碼 |
| PGGM Investments | 15,679 | $61.1 萬 | 0.01% | +15,679 | 新進 |
| Strategic Advisors LLC | 15,600 | $60.8 萬 | 0.12% | −5,720−26.8% | 減碼 |
| Westwood Holdings Group Inc. | 15,546 | $60.6 萬 | 0.00% | +20.0% | 加碼 |
| Inspirion Wealth Advisors, LLC | 15,500 | $60.4 萬 | 0.10% | 00.0% | 不變 |
| Sigma Planning Corp | 15,476 | $60.3 萬 | 0.02% | +6,999+82.6% | 加碼 |
| Thompson Investment Management, Inc. | 15,476 | $60.3 萬 | 0.09% | 00.0% | 不變 |
| Park Place Capital Corp | 15,468 | $60.3 萬 | 0.22% | −1,370−8.1% | 減碼 |
| Delta Accumulation, LLC | 15,324 | $59.7 萬 | 3.70% | +60.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,571 | $59.6 萬 | 0.00% | +8,992+136.7% | 加碼 |
| Central Pacific Bank - Trust Division | 15,500 | $59.5 萬 | 0.07% | +15,500 | 新進 |
| Cooper Financial Group | 15,210 | $59.3 萬 | 0.10% | +328+2.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 15,043 | $58.6 萬 | 0.27% | −10−0.1% | 減碼 |
| Fiduciary Group LLC | 15,040 | $58.6 萬 | 0.06% | −639−4.1% | 減碼 |
| Hennessy Advisors Inc | 15,000 | $58.5 萬 | 0.02% | −13,000−46.4% | 減碼 |
| Convergence Investment Partners, LLC | 14,842 | $57.9 萬 | 0.22% | +5,254+54.8% | 加碼 |
| Ransom Advisory, Ltd | 14,836 | $57.8 萬 | 0.31% | +14,836 | 新進 |
| Essex Financial Services, Inc. | 14,826 | $57.8 萬 | 0.05% | −691−4.5% | 減碼 |
| Strategic Blueprint, LLC | 14,819 | $57.8 萬 | 0.04% | +560+3.9% | 加碼 |
| PFG Investments, LLC | 14,784 | $57.6 萬 | 0.03% | +8,508+135.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,777 | $57.6 萬 | 0.34% | 00.0% | 不變 |
| Provident Investment Management, Inc. | 14,720 | $57.4 萬 | 0.05% | +7,695+109.5% | 加碼 |
| Altus Wealth Group LLC | 14,702 | $57.3 萬 | 0.29% | +972+7.1% | 加碼 |
| Panagora Asset Management Inc | 14,654 | $57.1 萬 | 0.00% | −1,190,537−98.8% | 減碼 |
| Transatlantique Private Wealth LLC | 14,602 | $56.9 萬 | 0.25% | −1,003−6.4% | 減碼 |
| Cassia Capital Partners, LLC | 14,582 | $56.8 萬 | 0.38% | 00.0% | 不變 |
| Montag & Caldwell, LLC | 14,562 | $56.8 萬 | 0.10% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 14,520 | $56.6 萬 | 0.04% | +547+3.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 14,427 | $56.2 萬 | 0.02% | −452−3.0% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,416 | $56.2 萬 | 0.07% | 00.0% | 不變 |
| Versor Investments LP | 14,400 | $56.1 萬 | 0.11% | +14,400 | 新進 |
| Insigneo Advisory Services, LLC | 14,373 | $56.0 萬 | 0.07% | −674−4.5% | 減碼 |
| Brady Family Wealth, LLC | 14,359 | $56.0 萬 | 0.18% | +119+0.8% | 加碼 |
| Evercore Wealth Management, LLC | 14,248 | $55.5 萬 | 0.01% | +1,190+9.1% | 加碼 |
| Community Trust & Investment Co | 14,175 | $55.3 萬 | 0.04% | −168−1.2% | 減碼 |
| Centurion Wealth Management LLC | 14,098 | $55.0 萬 | 0.22% | +6,056+75.3% | 加碼 |
| Cigna Investments Inc | 14,067 | $54.9 萬 | 0.10% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 14,064 | $54.8 萬 | 0.09% | +964+7.4% | 加碼 |
| Headlands Technologies LLC | 14,054 | $54.8 萬 | 0.13% | +8,011+132.6% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $54.7 萬 | 0.26% | 00.0% | 不變 |
| BlueMar Capital Management, LLC | 14,012 | $54.6 萬 | 0.92% | +14,012 | 新進 |
| Hilltop National Bank | 13,936 | $54.3 萬 | 0.18% | +13,936 | 新進 |
| Ferguson Wellman Capital Management, Inc | 13,847 | $54.0 萬 | 0.01% | −3,997−22.4% | 減碼 |
| Partners in Financial Planning | 13,611 | $53.1 萬 | 0.12% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 13,603 | $53.0 萬 | 0.14% | +1,483+12.2% | 加碼 |
| David Loasby | 13,553 | $52.8 萬 | 0.05% | +4,017+42.1% | 加碼 |
| Pinnacle Holdings, LLC | 13,520 | $52.7 萬 | 0.21% | −527−3.8% | 減碼 |
| Marcum Wealth, LLC | 13,515 | $52.7 萬 | 0.05% | +1,632+13.7% | 加碼 |
| Cobblestone Capital Advisors LLC | 13,484 | $52.6 萬 | 0.03% | +3,907+40.8% | 加碼 |
| Penserra Capital Management LLC | 13,518 | $52.5 萬 | 0.01% | −5,851−30.2% | 減碼 |
| Naples Global Advisors, LLC | 13,463 | $52.5 萬 | 0.05% | +326+2.5% | 加碼 |
| Balentine LLC | 13,437 | $52.4 萬 | 0.02% | +1,684+14.3% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 13,384 | $52.2 萬 | 0.13% | +119+0.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,350 | $52.0 萬 | 0.03% | −101−0.8% | 減碼 |
| Chemung Canal Trust Co | 13,323 | $51.9 萬 | 0.10% | +7,784+140.5% | 加碼 |
| Proequities, Inc. | 13,288 | $51.8 萬 | 0.03% | +310+2.4% | 加碼 |
| Change Path, LLC | 13,237 | $51.6 萬 | 0.02% | +13,237 | 新進 |
| Bard Financial Services, Inc. | 13,200 | $51.5 萬 | 0.05% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 13,187 | $51.4 萬 | 0.07% | +5,668+75.4% | 加碼 |
| Gsa Capital Partners LLP | 13,191 | $51.4 萬 | 0.04% | +6,500+97.1% | 加碼 |
| Eqis Capital Management, Inc. | 13,179 | $51.4 萬 | 0.04% | +3,111+30.9% | 加碼 |
| Evergreen Capital Management LLC | 13,165 | $51.3 萬 | 0.02% | +5,305+67.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $51.2 萬 | 0.16% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 13,011 | $50.7 萬 | 0.12% | +387+3.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 13,006 | $50.7 萬 | 0.03% | +766+6.3% | 加碼 |
| Avalon Trust Co | 13,000 | $50.7 萬 | 0.04% | 00.0% | 不變 |
| Chilton Investment Co LLC | 12,950 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Intrust Bank NA | 12,891 | $50.2 萬 | 0.05% | +244+1.9% | 加碼 |
| X-Square Capital, LLC | 12,989 | $49.7 萬 | 0.24% | −16,035−55.2% | 減碼 |
| Ellevest, Inc. | 12,675 | $49.4 萬 | 0.03% | +980+8.4% | 加碼 |
| Hamilton Capital Partners Inc. | 12,600 | $49.1 萬 | 0.06% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 12,445 | $48.5 萬 | 0.12% | −235−1.9% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 12,473 | $48.5 萬 | 0.29% | −193−1.5% | 減碼 |
| Centaurus Financial, Inc. | 12,446 | $48.5 萬 | 0.03% | +2,363+23.4% | 加碼 |
| Smartleaf Asset Management LLC | 12,562 | $48.5 萬 | 0.09% | −1,418−10.1% | 減碼 |
| IFP Advisors, Inc | 12,429 | $48.4 萬 | 0.02% | +3,884+45.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 12,353 | $48.2 萬 | 0.02% | −108−0.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 12,184 | $47.5 萬 | 0.22% | −276−2.2% | 減碼 |
| Tandem Investment Advisors, Inc. | 12,154 | $47.4 萬 | 0.02% | +231+1.9% | 加碼 |
| Cidel Asset Management Inc | 12,123 | $47.3 萬 | 0.04% | +1,093+9.9% | 加碼 |
| Texas Yale Capital Corp. | 12,118 | $47.2 萬 | 0.02% | +280+2.4% | 加碼 |
| Keel Point, LLC | 12,075 | $47.1 萬 | 0.05% | +162+1.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 12,015 | $46.8 萬 | 0.06% | −2,376−16.5% | 減碼 |
| Washington Capital Management Inc | 12,000 | $46.8 萬 | 0.38% | 00.0% | 不變 |