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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 19,489 | $75.7 萬 | 0.39% | +8,934+84.6% | 加碼 |
| Impact Partnership Wealth, LLC | 19,572 | $76.0 萬 | 0.20% | +2,175+12.5% | 加碼 |
| Lebenthal Global Advisors, LLC | 19,744 | $76.7 萬 | 0.17% | −18−0.1% | 減碼 |
| Fee-Only Financial Planning, L.C. | 19,882 | $77.2 萬 | 0.52% | −132−0.7% | 減碼 |
| Trust Investment Advisors | 19,903 | $77.3 萬 | 0.49% | +872+4.6% | 加碼 |
| Siemens Fonds Invest GmbH | 19,906 | $77.3 萬 | 0.06% | +432+2.2% | 加碼 |
| Leavell Investment Management, Inc. | 19,917 | $77.4 萬 | 0.04% | −2,289−10.3% | 減碼 |
| Midland Wealth Advisors LLC | 20,083 | $78.0 萬 | 0.05% | −1,971−8.9% | 減碼 |
| LVW Advisors, LLC | 20,173 | $78.4 萬 | 0.12% | −1,489−6.9% | 減碼 |
| Cornerstone Advisory, LLC | 20,354 | $79.1 萬 | 0.11% | +708+3.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 20,416 | $79.3 萬 | 0.05% | −2,322−10.2% | 減碼 |
| Aptus Capital Advisors, LLC | 20,533 | $79.8 萬 | 0.02% | −29,996−59.4% | 減碼 |
| Engineers Gate Manager LP | 20,550 | $79.8 萬 | 0.02% | −76,457−78.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 20,576 | $79.9 萬 | 0.07% | +8,626+72.2% | 加碼 |
| Cornerstone Advisors, LLC | 20,600 | $80.0 萬 | 0.03% | −30,500−59.7% | 減碼 |
| Valeo Financial Advisors, LLC | 20,665 | $80.3 萬 | 0.03% | −2,078−9.1% | 減碼 |
| Cravens & Co Advisors, LLC | 20,706 | $80.4 萬 | 0.60% | +10.0% | 加碼 |
| First Horizon Advisors, Inc. | 20,760 | $80.7 萬 | 0.02% | +595+3.0% | 加碼 |
| Fort Sheridan Advisors LLC | 20,799 | $80.8 萬 | 0.13% | −1,483−6.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 20,810 | $80.8 萬 | 0.01% | −4,488−17.7% | 減碼 |
| Park Circle Co | 20,930 | $81.3 萬 | 0.80% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 21,099 | $82.0 萬 | 0.08% | −172−0.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 21,223 | $82.4 萬 | 0.01% | −19,142−47.4% | 減碼 |
| Carson Advisory Inc. | 21,278 | $82.7 萬 | 0.58% | −700−3.2% | 減碼 |
| Meridian Wealth Management, LLC | 21,453 | $83.3 萬 | 0.10% | +21,453 | 新進 |
| Staley Capital Advisers Inc | 21,500 | $83.5 萬 | 0.04% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 42,350 | $84.1 萬 | 0.08% | +42,350 | 新進 |
| Legacy Capital Wealth Partners, LLC | 21,666 | $84.2 萬 | 0.21% | +21,666 | 新進 |
| Capital Management Associates | 21,674 | $84.2 萬 | 1.00% | −293−1.3% | 減碼 |
| Capital Asset Advisory Services LLC | 21,740 | $84.6 萬 | 0.05% | +57+0.3% | 加碼 |
| Vontobel Holding Ltd. | 21,891 | $85.0 萬 | 0.00% | −1,030−4.5% | 減碼 |
| Hennessy Advisors Inc | 22,000 | $85.5 萬 | 0.03% | +7,000+46.7% | 加碼 |
| RFG Advisory, LLC | 22,008 | $85.5 萬 | 0.03% | −5,610−20.3% | 減碼 |
| Marino, Stram & Associates LLC | 22,084 | $85.8 萬 | 0.21% | −20−0.1% | 減碼 |
| Plimoth Trust Co LLC | 22,202 | $86.3 萬 | 0.23% | −746−3.3% | 減碼 |
| Certified Advisory Corp | 22,255 | $86.5 萬 | 0.11% | +72+0.3% | 加碼 |
| Monument Capital Management | 22,304 | $86.7 萬 | 0.25% | 00.0% | 不變 |
| Wealth Advisors of Tampa Bay, LLC | 22,405 | $87.0 萬 | 0.41% | +490+2.2% | 加碼 |
| Northwest Bank & Trust Co | 22,430 | $87.1 萬 | 0.73% | +1,369+6.5% | 加碼 |
| Bank & Trust Co | 22,429 | $87.1 萬 | 0.74% | +22,429 | 新進 |
| South State Corp. | 22,457 | $87.2 萬 | 0.06% | −537−2.3% | 減碼 |
| Financial Security Advisor, Inc. | 22,539 | $87.6 萬 | 0.29% | −12,744−36.1% | 減碼 |
| Gratus Wealth Advisors, LLC | 20,730 | $87.9 萬 | 0.15% | −8,643−29.4% | 減碼 |
| Salomon & Ludwin, LLC | 22,652 | $88.0 萬 | 0.10% | −8,211−26.6% | 減碼 |
| DoubleLine ETF Adviser LP | 22,760 | $88.4 萬 | 0.23% | −1,011−4.3% | 減碼 |
| Spire Wealth Management | 22,770 | $88.5 萬 | 0.03% | −13,937−38.0% | 減碼 |
| Profund Advisors LLC | 22,771 | $88.5 萬 | 0.03% | −1,044−4.4% | 減碼 |
| Wetherby Asset Management Inc | 22,775 | $88.5 萬 | 0.04% | −627−2.7% | 減碼 |
| KG&L Capital Management,LLC | 22,929 | $89.1 萬 | 0.31% | −1,990−8.0% | 減碼 |
| Widmann Financial Services, Inc. | 23,183 | $90.1 萬 | 0.73% | −220−0.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 23,217 | $90.2 萬 | 0.09% | −1,569−6.3% | 減碼 |
| Snowden Capital Advisors LLC | 23,249 | $90.3 萬 | 0.03% | +287+1.2% | 加碼 |
| Intrua Financial, LLC | 23,266 | $90.4 萬 | 0.15% | −3,880−14.3% | 減碼 |
| Greenwood Capital Associates LLC | 23,457 | $91.1 萬 | 0.12% | +114+0.5% | 加碼 |
| Vestcor Inc | 23,727 | $92.2 萬 | 0.03% | 00.0% | 不變 |
| First County Bank | 23,742 | $92.2 萬 | 0.47% | −2,657−10.1% | 減碼 |
| Lakeview Capital Partners, LLC | 23,718 | $92.5 萬 | 0.15% | 00.0% | 不變 |
| Glenview Trust Co | 23,827 | $92.6 萬 | 0.02% | −121−0.5% | 減碼 |
| BKD Wealth Advisors, LLC | 23,971 | $93.1 萬 | 0.02% | −2,268−8.6% | 減碼 |
| Integrated Wealth Concepts LLC | 24,088 | $93.6 萬 | 0.01% | −1,410−5.5% | 減碼 |
| Moody National Bank Trust Division | 24,141 | $93.8 萬 | 0.07% | −1,111−4.4% | 減碼 |
| Horizon Investments, LLC | 24,556 | $94.2 萬 | 0.03% | +86+0.4% | 加碼 |
| Brighton Jones LLC | 24,263 | $94.3 萬 | 0.03% | +139+0.6% | 加碼 |
| RFP Financial Group LLC | 24,265 | $94.3 萬 | 0.35% | −67−0.3% | 減碼 |
| Great Lakes Retirement, Inc. | 24,311 | $94.4 萬 | 0.13% | +616+2.6% | 加碼 |
| Trust Co of the South | 24,353 | $94.6 萬 | 0.22% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 24,422 | $94.9 萬 | 0.90% | −491−2.0% | 減碼 |
| Ballentine Partners, LLC | 24,649 | $95.8 萬 | 0.02% | +751+3.1% | 加碼 |
| Bridges Investment Management Inc | 24,650 | $95.8 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 24,742 | $96.1 萬 | 0.01% | −1,506−5.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 24,746 | $96.6 萬 | 0.18% | +24,746 | 新進 |
| Jefferies Financial Group Inc. | 25,000 | $97.1 萬 | 0.02% | +25,000 | 新進 |
| Tiaa Trust, National Association | 25,279 | $98.2 萬 | 0.00% | +203+0.8% | 加碼 |
| Gotham Asset Management, LLC | 25,300 | $98.3 萬 | 0.01% | −5,996−19.2% | 減碼 |
| Madden Securities Corp | 25,750 | $100.0 萬 | 0.44% | 00.0% | 不變 |
| RBF Capital, LLC | 25,900 | $100.6 萬 | 0.06% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 22,404 | $100.7 萬 | 0.06% | +680+3.1% | 加碼 |
| Teacher Retirement System of Texas | 25,955 | $100.8 萬 | 0.01% | −7,967−23.5% | 減碼 |
| Groupama Asset Managment | 25,949 | $100.8 萬 | 0.02% | +15,327+144.3% | 加碼 |
| Abundance Wealth Counselors | 25,995 | $101.0 萬 | 0.46% | +25,995 | 新進 |
| Impax Asset Management Group plc | 26,000 | $101.0 萬 | 0.00% | +9,000+52.9% | 加碼 |
| La Banque Postale Asset Management SA | 26,163 | $101.6 萬 | 0.04% | +54+0.2% | 加碼 |
| EPG Wealth Management LLC | 0 | $101.8 萬 | 0.24% | −26,374−100.0% | 減碼 |
| United Bank | 26,377 | $102.5 萬 | 0.13% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 26,570 | $103.2 萬 | 0.07% | +7,778+41.4% | 加碼 |
| Boston Private Wealth LLC | 26,580 | $103.3 萬 | 0.03% | −799−2.9% | 減碼 |
| WealthShield Partners, LLC | 26,740 | $103.9 萬 | 0.16% | −3,911−12.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 26,781 | $104.0 萬 | 0.16% | +39+0.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 26,915 | $104.6 萬 | 0.06% | +90.0% | 加碼 |
| Gunn & Co Investment Management, Inc. | 26,915 | $104.6 萬 | 0.06% | +26,915 | 新進 |
| Patton Albertson Miller Group, LLC | 26,996 | $104.9 萬 | 0.15% | −2,333−8.0% | 減碼 |
| PBMares Wealth Management LLC | 27,033 | $105.0 萬 | 0.26% | +700+2.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 27,058 | $105.1 萬 | 0.07% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 27,364 | $106.3 萬 | 0.22% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 27,369 | $106.3 萬 | 0.42% | +3,162+13.1% | 加碼 |
| William B. Walkup & Associates, Inc. | 27,429 | $106.6 萬 | 0.70% | +27,429 | 新進 |
| D.A. Davidson & Co. | 27,646 | $107.3 萬 | 0.01% | −2,221−7.4% | 減碼 |
| Old North State Trust, LLC | 27,727 | $107.7 萬 | 0.93% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 27,867 | $108.3 萬 | 0.32% | −29−0.1% | 減碼 |
| Ally Financial Inc. | 28,000 | $108.8 萬 | 0.13% | 00.0% | 不變 |