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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 14,412 | $56.0 萬 | 0.07% | +1,225+9.3% | 加碼 |
| Intech Investment Management LLC | 14,415 | $56.0 萬 | 0.01% | +5,585+63.3% | 加碼 |
| Smith & Howard Wealth Management, LLC | 14,486 | $56.3 萬 | 0.17% | +14,486 | 新進 |
| Beese Fulmer Investment Management, Inc. | 14,534 | $56.5 萬 | 0.05% | −95,839−86.8% | 減碼 |
| Evercore Wealth Management, LLC | 14,548 | $56.5 萬 | 0.01% | +300+2.1% | 加碼 |
| Montag & Caldwell, LLC | 14,562 | $56.6 萬 | 0.11% | 00.0% | 不變 |
| Community Trust & Investment Co | 14,671 | $57.0 萬 | 0.04% | +496+3.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,721 | $57.2 萬 | 0.33% | −56−0.4% | 減碼 |
| Aull & Monroe Investment Management Corp | 14,843 | $57.7 萬 | 0.28% | −200−1.3% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 14,905 | $57.9 萬 | 0.05% | −12,391−45.4% | 減碼 |
| PFG Investments, LLC | 14,958 | $58.1 萬 | 0.04% | +174+1.2% | 加碼 |
| iA Global Asset Management Inc. | 15,052 | $58.5 萬 | 0.01% | +15,052 | 新進 |
| Outfitter Financial LLC | 15,077 | $58.6 萬 | 0.49% | −2,560−14.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 15,104 | $58.7 萬 | 0.04% | +15,104 | 新進 |
| Beacon Investment Advisors LLC | 15,125 | $58.8 萬 | 0.30% | +6,071+67.1% | 加碼 |
| Aspire Private Capital, LLC | 15,232 | $59.2 萬 | 0.15% | +1,629+12.0% | 加碼 |
| Wealth Quarterback LLC | 15,238 | $59.2 萬 | 0.34% | −2,595−14.6% | 減碼 |
| Versor Investments LP | 15,300 | $59.4 萬 | 0.11% | +900+6.3% | 加碼 |
| Delta Accumulation, LLC | 15,330 | $59.6 萬 | 3.33% | +60.0% | 加碼 |
| City Holding Co | 15,427 | $59.9 萬 | 0.09% | −4,355−22.0% | 減碼 |
| Smartleaf Asset Management LLC | 15,843 | $60.0 萬 | 0.10% | +3,281+26.1% | 加碼 |
| Thompson Investment Management, Inc. | 15,437 | $60.0 萬 | 0.09% | −39−0.3% | 減碼 |
| Inspirion Wealth Advisors, LLC | 15,500 | $60.2 萬 | 0.09% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 15,500 | $60.2 萬 | 0.07% | 00.0% | 不變 |
| Private Trust Co NA | 15,521 | $60.3 萬 | 0.06% | −2,166−12.2% | 減碼 |
| Westwood Holdings Group Inc. | 15,547 | $60.4 萬 | 0.00% | +10.0% | 加碼 |
| Strategic Advisors LLC | 15,600 | $60.6 萬 | 0.12% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 15,634 | $60.7 萬 | 0.20% | −150−1.0% | 減碼 |
| PGGM Investments | 15,679 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 15,693 | $61.0 萬 | 0.04% | +874+5.9% | 加碼 |
| Trust Asset Management LLC | 15,787 | $61.3 萬 | 0.05% | 00.0% | 不變 |
| FLC Capital Advisors | 15,849 | $61.6 萬 | 0.15% | 00.0% | 不變 |
| North Star Investment Management Corp. | 15,893 | $61.7 萬 | 0.05% | −527−3.2% | 減碼 |
| Sumitomo Life Insurance Co | 15,955 | $62.0 萬 | 0.01% | −1,857−10.4% | 減碼 |
| Register Financial Advisors LLC | 16,008 | $62.2 萬 | 0.31% | −1,036−6.1% | 減碼 |
| Reuter James Wealth Management, LLC | 16,097 | $62.5 萬 | 0.46% | −615−3.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 16,143 | $62.7 萬 | 0.03% | +218+1.4% | 加碼 |
| Dudley Capital Management, LLC | 16,328 | $63.4 萬 | 0.36% | −154−0.9% | 減碼 |
| HM Payson & Co | 16,345 | $63.5 萬 | 0.01% | +433+2.7% | 加碼 |
| Mayfair Advisory Group, LLC | 15,792 | $64.0 萬 | 0.43% | −650−4.0% | 減碼 |
| Signature Estate & Investment Advisors LLC | 16,483 | $64.0 萬 | 0.02% | +9,577+138.7% | 加碼 |
| Busey Wealth Management | 16,489 | $64.1 萬 | 0.02% | −500−2.9% | 減碼 |
| Franklin Street Advisors Inc | 16,489 | $64.1 萬 | 0.05% | +518+3.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 16,500 | $64.1 萬 | 0.02% | −7,225−30.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 16,575 | $64.4 萬 | 0.05% | +180+1.1% | 加碼 |
| Buckingham Strategic Partners | 16,587 | $64.4 萬 | 0.02% | −4,714−22.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 16,590 | $64.5 萬 | 0.05% | −278−1.6% | 減碼 |
| Resources Management Corp | 16,600 | $64.5 萬 | 0.09% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 16,627 | $64.6 萬 | 0.58% | +55+0.3% | 加碼 |
| Woodard & Co Asset Management Group Inc | 16,788 | $65.2 萬 | 0.16% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 17,247 | $65.3 萬 | 0.01% | −1,041−5.7% | 減碼 |
| Rossmore Private Capital | 16,817 | $65.3 萬 | 0.09% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $65.7 萬 | 0.10% | −1,075−6.0% | 減碼 |
| Gabelli Funds LLC | 17,000 | $66.0 萬 | 0.01% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 17,043 | $66.2 萬 | 0.02% | +243+1.4% | 加碼 |
| GTS Securities LLC | 17,127 | $66.5 萬 | 0.01% | +17,127 | 新進 |
| AlTi Global, Inc. | 17,203 | $66.8 萬 | 0.02% | −2,640−13.3% | 減碼 |
| Eastover Investment Advisors LLC | 16,920 | $66.9 萬 | 0.32% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 15,946 | $67.0 萬 | 0.05% | +1,120+7.6% | 加碼 |
| Canal Capital Management, LLC | 17,272 | $67.1 萬 | 0.11% | +52+0.3% | 加碼 |
| Tower Bridge Advisors | 17,290 | $67.2 萬 | 0.07% | −76,104−81.5% | 減碼 |
| Leisure Capital Management | 17,346 | $67.4 萬 | 0.31% | −190−1.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 17,364 | $67.5 萬 | 0.19% | −7,022−28.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 17,416 | $67.7 萬 | 0.05% | −689−3.8% | 減碼 |
| Ignite Planners, LLC | 17,786 | $68.0 萬 | 0.17% | −797−4.3% | 減碼 |
| Bayview Asset Management, LLC | 17,500 | $68.0 萬 | 0.40% | −6,500−27.1% | 減碼 |
| Cunning Capital Partners, LP | 17,500 | $68.0 萬 | 0.39% | 00.0% | 不變 |
| MAI Capital Management | 17,537 | $68.1 萬 | 0.01% | +542+3.2% | 加碼 |
| Brady Family Wealth, LLC | 17,657 | $68.6 萬 | 0.22% | +3,298+23.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 17,771 | $69.0 萬 | 0.01% | −2,436−12.1% | 減碼 |
| Menard Financial Group LLC | 17,823 | $69.2 萬 | 0.49% | +9,663+118.4% | 加碼 |
| Whittier Trust Co | 17,848 | $69.3 萬 | 0.01% | −5,523−23.6% | 減碼 |
| Financial Management Network Inc | 18,207 | $69.6 萬 | 0.17% | +18,207 | 新進 |
| Douglass Winthrop Advisors, LLC | 17,916 | $69.6 萬 | 0.01% | +391+2.2% | 加碼 |
| David Loasby | 17,813 | $69.9 萬 | 0.07% | +4,260+31.4% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $70.1 萬 | 0.27% | +18,055 | 新進 |
| Brown Brothers Harriman & Co | 18,083 | $70.3 萬 | 0.01% | −423−2.3% | 減碼 |
| Sheets Smith Wealth Management | 18,089 | $70.3 萬 | 0.08% | −68−0.4% | 減碼 |
| Hilltop Holdings Inc. | 18,261 | $70.9 萬 | 0.08% | −2,516−12.1% | 減碼 |
| Maven Securities LTD | 18,363 | $71.3 萬 | 0.11% | +18,363 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 18,371 | $71.4 萬 | 0.04% | +5,021+37.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 18,435 | $71.6 萬 | 0.16% | −570−3.0% | 減碼 |
| Provident Investment Management, Inc. | 18,530 | $72.0 萬 | 0.07% | +3,810+25.9% | 加碼 |
| Coldstream Capital Management Inc | 18,593 | $72.2 萬 | 0.02% | +274+1.5% | 加碼 |
| CSS LLC | 18,618 | $72.3 萬 | 0.05% | 00.0% | 不變 |
| TCW Group Inc | 18,665 | $72.5 萬 | 0.01% | +719+4.0% | 加碼 |
| GAMMA Investing LLC | 18,736 | $72.8 萬 | 0.10% | +10,403+124.8% | 加碼 |
| RMR Wealth Builders | 18,841 | $73.2 萬 | 0.08% | 00.0% | 不變 |
| American Trust | 18,904 | $73.4 萬 | 0.06% | 00.0% | 不變 |
| Invst, LLC | 18,730 | $73.5 萬 | 0.08% | −874−4.5% | 減碼 |
| Todd Asset Management LLC | 18,927 | $73.5 萬 | 0.02% | +67+0.4% | 加碼 |
| Financial Advocates Investment Management | 18,980 | $73.7 萬 | 0.05% | −727−3.7% | 減碼 |
| Farmers & Merchants Investments Inc | 19,021 | $73.9 萬 | 0.02% | −1,009−5.0% | 減碼 |
| Umb Bank N A | 19,035 | $74.0 萬 | 0.01% | −338−1.7% | 減碼 |
| Elevated Capital Advisors, LLC | 19,205 | $74.6 萬 | 0.21% | +19,205 | 新進 |
| Icon Wealth Advisors, LLC | 16,696 | $74.6 萬 | 0.07% | −165−1.0% | 減碼 |
| Pitcairn Co | 19,255 | $74.8 萬 | 0.05% | +694+3.7% | 加碼 |
| Trust Co of Virginia | 19,358 | $75.2 萬 | 0.07% | +200+1.0% | 加碼 |
| Nomura Holdings Inc | 19,358 | $75.2 萬 | 0.00% | +8,710+81.8% | 加碼 |
| Sigma Planning Corp | 19,361 | $75.2 萬 | 0.02% | +3,885+25.1% | 加碼 |