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 1,706 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 2 季 13F 持有人
Truist Financial Corp 在 2024/6/30 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
- 1,424
- 較 2024 年第 1 季 +22 家
- 持有股數
- 9.72 億
- 較 2024 年第 1 季 +2,462 萬 (+2.6%)
- 總市值
- $377.5 億
- 較 2024 年第 1 季 +$9.48 億 (+2.6%)
- 新進機構
- 117
- 另有 543 家加碼
- 清倉機構
- 95
- 另有 573 家減碼
另有 21 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 1,706 | $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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 8,098 | $31.5 萬 | 0.03% | 00.0% | 不變 |
| New Hampshire Trust | 8,138 | $31.6 萬 | 0.07% | −626−7.1% | 減碼 |
| Cypress Wealth Services, LLC | 8,197 | $31.8 萬 | 0.07% | −253−3.0% | 減碼 |
| Rehmann Capital Advisory Group | 8,203 | $31.9 萬 | 0.02% | −400−4.6% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 8,296 | $32.2 萬 | 0.04% | −954−10.3% | 減碼 |
| Formidable Asset Management, LLC | 8,304 | $32.3 萬 | 0.05% | −168−2.0% | 減碼 |
| Malaga Cove Capital, LLC | 8,322 | $32.3 萬 | 0.13% | −117−1.4% | 減碼 |
| Prestige Wealth Management Group LLC | 8,326 | $32.3 萬 | 0.07% | −160−1.9% | 減碼 |
| Ti-Trust, Inc | 8,330 | $32.4 萬 | 0.25% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 8,363 | $32.5 萬 | 0.10% | −53−0.6% | 減碼 |
| Calton & Associates, Inc. | 8,393 | $32.6 萬 | 0.16% | +3,250+63.2% | 加碼 |
| Westpac Banking Corp | 8,397 | $32.6 萬 | 0.03% | −1,248−12.9% | 減碼 |
| Clark Capital Management Group, Inc. | 8,412 | $32.7 萬 | 0.00% | +8,412 | 新進 |
| Wedbush Securities Inc | 8,414 | $32.7 萬 | 0.01% | +353+4.4% | 加碼 |
| Lake Street Advisors Group, LLC | 8,418 | $32.7 萬 | 0.02% | +119+1.4% | 加碼 |
| Institute for Wealth Management, LLC. | 8,432 | $32.8 萬 | 0.04% | +73+0.9% | 加碼 |
| Mather Group, LLC. | 8,408 | $32.8 萬 | 0.00% | +4,840+135.7% | 加碼 |
| BIP Wealth, LLC | 8,473 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 8,525 | $33.1 萬 | 0.10% | +8,525 | 新進 |
| Independent Financial Group, LLC | 8,554 | $33.2 萬 | 0.01% | +8,554 | 新進 |
| Selective Wealth Management, Inc. | 8,545 | $33.2 萬 | 0.15% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 8,578 | $33.3 萬 | 0.05% | +73+0.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,584 | $33.3 萬 | 0.03% | +90+1.1% | 加碼 |
| Citizens Financial Group Inc | 8,610 | $33.5 萬 | 0.01% | +2,136+33.0% | 加碼 |
| Capital City Trust Co | 8,624 | $33.5 萬 | 0.09% | 00.0% | 不變 |
| Searle & Co. | 8,644 | $33.6 萬 | 0.08% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $33.6 萬 | 0.00% | +6,777+361.8% | 加碼 |
| Birmingham Capital Management Co Inc | 8,665 | $33.7 萬 | 0.13% | +121+1.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,675 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Ted Buchan & Co | 8,679 | $33.7 萬 | 0.18% | +8,679 | 新進 |
| Bristlecone Advisors, LLC | 8,683 | $33.7 萬 | 0.03% | −921−9.6% | 減碼 |
| Hill Investment Group Partners, LLC | 7,648 | $33.8 萬 | 0.05% | +84+1.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 8,714 | $33.9 萬 | 0.07% | −959−9.9% | 減碼 |
| HHM Wealth Advisors, LLC | 8,764 | $34.0 萬 | 0.05% | +1,022+13.2% | 加碼 |
| Foster & Motley Inc | 8,838 | $34.3 萬 | 0.02% | +8,838 | 新進 |
| PEAK6 Investments LLC | 8,832 | $34.3 萬 | 0.02% | −12,874−59.3% | 減碼 |
| Eagle Strategies LLC | 8,839 | $34.3 萬 | 0.07% | +3,404+62.6% | 加碼 |
| Cooper Financial Group | 8,878 | $34.5 萬 | 0.05% | −6,332−41.6% | 減碼 |
| Secure Asset Management, LLC | 8,904 | $34.6 萬 | 0.07% | −700−7.3% | 減碼 |
| EP Wealth Advisors, LLC | 8,914 | $34.6 萬 | 0.00% | +2,664+42.6% | 加碼 |
| Fiducient Advisors LLC | 8,915 | $34.6 萬 | 0.05% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 8,943 | $34.7 萬 | 0.01% | −355−3.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,944 | $34.7 萬 | 0.01% | +4,014+81.4% | 加碼 |
| Empower Advisory Group, LLC | 8,956 | $34.8 萬 | 0.00% | +1,457+19.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,802 | $34.9 萬 | 0.02% | +869+12.5% | 加碼 |
| Berkshire Asset Management LLC | 8,977 | $34.9 萬 | 0.02% | +8,977 | 新進 |
| Hayek Kallen Investment Management | 9,047 | $35.1 萬 | 0.13% | 00.0% | 不變 |
| International Private Wealth Advisors LLC | 9,050 | $35.2 萬 | 0.59% | +578+6.8% | 加碼 |
| Accurate Wealth Management, LLC | 8,535 | $35.3 萬 | 0.08% | +2,269+36.2% | 加碼 |
| Arlington Trust Co LLC | 9,077 | $35.3 萬 | 0.08% | +4,730+108.8% | 加碼 |
| Aspiriant, LLC | 9,118 | $35.4 萬 | 0.01% | −1,883−17.1% | 減碼 |
| Everett Harris & Co | 9,133 | $35.5 萬 | 0.00% | −165−1.8% | 減碼 |
| Parthenon LLC | 9,155 | $35.6 萬 | 0.05% | +43+0.5% | 加碼 |
| M Holdings Securities, Inc. | 9,155 | $35.6 萬 | 0.05% | +9,155 | 新進 |
| Summit Asset Management, LLC | 9,177 | $35.7 萬 | 0.07% | +17+0.2% | 加碼 |
| MTM Investment Management, LLC | 9,200 | $35.7 萬 | 0.15% | +18+0.2% | 加碼 |
| Rede Wealth, LLC | 9,305 | $36.2 萬 | 0.33% | −262−2.7% | 減碼 |
| ForthRight Wealth Management, LLC | 9,313 | $36.2 萬 | 0.13% | −761−7.6% | 減碼 |
| Fortress Wealth Group, LLC | 8,212 | $36.3 萬 | 0.18% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 9,338 | $36.3 萬 | 0.05% | +800+9.4% | 加碼 |
| IHT Wealth Management, LLC | 9,368 | $36.4 萬 | 0.01% | −353−3.6% | 減碼 |
| Quadrant Capital Group LLC | 9,376 | $36.4 萬 | 0.03% | +2,923+45.3% | 加碼 |
| Shepherd Financial Partners LLC | 9,393 | $36.5 萬 | 0.05% | +253+2.8% | 加碼 |
| Simmons Bank | 9,408 | $36.6 萬 | 0.03% | +1,400+17.5% | 加碼 |
| Heartwood Wealth Advisors LLC | 9,531 | $37.0 萬 | 0.04% | +2,747+40.5% | 加碼 |
| Community Bank & Trust, Waco, Texas | 9,580 | $37.2 萬 | 0.09% | +2,842+42.2% | 加碼 |
| NFP Retirement, Inc. | 9,581 | $37.2 萬 | 0.03% | +11+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 9,488 | $37.2 萬 | 0.02% | +5,912+165.3% | 加碼 |
| Venturi Wealth Management, LLC | 9,630 | $37.4 萬 | 0.02% | +488+5.3% | 加碼 |
| Sage Mountain Advisors LLC | 9,646 | $37.5 萬 | 0.03% | +1,547+19.1% | 加碼 |
| Waldron Private Wealth LLC | 9,649 | $37.5 萬 | 0.02% | +4,138+75.1% | 加碼 |
| Pettee Investors, Inc. | 9,665 | $37.5 萬 | 0.18% | −425−4.2% | 減碼 |
| Southeast Asset Advisors Inc. | 9,765 | $37.9 萬 | 0.05% | 00.0% | 不變 |
| Wedmont Private Capital | 9,417 | $38.1 萬 | 0.02% | +2,844+43.3% | 加碼 |
| Parallel Advisors, LLC | 9,843 | $38.2 萬 | 0.01% | +473+5.0% | 加碼 |
| Valley National Advisers Inc | 9,908 | $38.4 萬 | 0.06% | −469−4.5% | 減碼 |
| Valmark Advisers, Inc. | 9,902 | $38.5 萬 | 0.01% | +157+1.6% | 加碼 |
| Hoxton Planning & Management, LLC | 9,933 | $38.6 萬 | 0.18% | −298−2.9% | 減碼 |
| My Legacy Advisors, LLC | 9,933 | $38.6 萬 | 0.12% | −10.0% | 減碼 |
| WealthTrust Axiom LLC | 9,944 | $38.6 萬 | 0.13% | 00.0% | 不變 |
| Smith, Salley & Associates | 9,953 | $38.7 萬 | 0.03% | −6,001−37.6% | 減碼 |
| Bridgefront Capital, LLC | 9,956 | $38.7 萬 | 0.16% | +9,956 | 新進 |
| Newman Dignan & Sheerar, Inc. | 9,969 | $38.7 萬 | 0.10% | +65+0.7% | 加碼 |
| Whittier Trust Co of Nevada Inc | 9,994 | $38.8 萬 | 0.01% | +67+0.7% | 加碼 |
| American Assets Inc | 10,000 | $38.9 萬 | 0.14% | 00.0% | 不變 |
| Cypress Capital Group | 10,067 | $39.1 萬 | 0.05% | −120−1.2% | 減碼 |
| Rakuten Securities, Inc. | 10,121 | $39.3 萬 | 0.17% | +190+1.9% | 加碼 |
| Headinvest, LLC | 10,123 | $39.3 萬 | 0.08% | −840−7.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 10,129 | $39.4 萬 | 0.01% | +260+2.6% | 加碼 |
| BSW Wealth Partners | 10,221 | $39.7 萬 | 0.07% | −753−6.9% | 減碼 |
| Taylor Hoffman Wealth Management | 10,188 | $40.0 萬 | 0.16% | 00.0% | 不變 |
| Forum Financial Management, LP | 10,306 | $40.0 萬 | 0.01% | +8+0.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $40.1 萬 | 0.05% | −4,100−28.4% | 減碼 |
| Successful Portfolios LLC | 10,341 | $40.2 萬 | 0.28% | +7+0.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,378 | $40.3 萬 | 0.01% | −598−5.4% | 減碼 |
| Keudell/Morrison Wealth Management | 10,387 | $40.4 萬 | 0.12% | −140−1.3% | 減碼 |
| Chiron Capital Management, LLC | 10,407 | $40.4 萬 | 0.39% | −198−1.9% | 減碼 |
| Centennial Wealth Advisory LLC | 10,433 | $40.5 萬 | 0.18% | +1,409+15.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 10,471 | $40.7 萬 | 0.12% | +5,788+123.6% | 加碼 |