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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 8,578 | $33.3 萬 | 0.05% | +73+0.9% | 加碼 |
| Selective Wealth Management, Inc. | 8,545 | $33.2 萬 | 0.15% | 00.0% | 不變 |
| Independent Financial Group, LLC | 8,554 | $33.2 萬 | 0.01% | +8,554 | 新進 |
| 3Chopt Investment Partners, LLC | 8,525 | $33.1 萬 | 0.10% | +8,525 | 新進 |
| BIP Wealth, LLC | 8,473 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Mather Group, LLC. | 8,408 | $32.8 萬 | 0.00% | +4,840+135.7% | 加碼 |
| Institute for Wealth Management, LLC. | 8,432 | $32.8 萬 | 0.04% | +73+0.9% | 加碼 |
| Lake Street Advisors Group, LLC | 8,418 | $32.7 萬 | 0.02% | +119+1.4% | 加碼 |
| Wedbush Securities Inc | 8,414 | $32.7 萬 | 0.01% | +353+4.4% | 加碼 |
| Clark Capital Management Group, Inc. | 8,412 | $32.7 萬 | 0.00% | +8,412 | 新進 |
| Westpac Banking Corp | 8,397 | $32.6 萬 | 0.03% | −1,248−12.9% | 減碼 |
| Calton & Associates, Inc. | 8,393 | $32.6 萬 | 0.16% | +3,250+63.2% | 加碼 |
| Cim Investment Mangement Inc | 8,363 | $32.5 萬 | 0.10% | −53−0.6% | 減碼 |
| Ti-Trust, Inc | 8,330 | $32.4 萬 | 0.25% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 8,326 | $32.3 萬 | 0.07% | −160−1.9% | 減碼 |
| Malaga Cove Capital, LLC | 8,322 | $32.3 萬 | 0.13% | −117−1.4% | 減碼 |
| Formidable Asset Management, LLC | 8,304 | $32.3 萬 | 0.05% | −168−2.0% | 減碼 |
| Kovack Advisors, Inc. | 8,296 | $32.2 萬 | 0.04% | −954−10.3% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 8,203 | $31.9 萬 | 0.02% | −400−4.6% | 減碼 |
| Cypress Wealth Services, LLC | 8,197 | $31.8 萬 | 0.07% | −253−3.0% | 減碼 |
| New Hampshire Trust | 8,138 | $31.6 萬 | 0.07% | −626−7.1% | 減碼 |
| LBMC Investment Advisors, LLC | 8,098 | $31.5 萬 | 0.03% | 00.0% | 不變 |
| Adapt Wealth Advisors, LLC | 8,050 | $31.3 萬 | 0.20% | +1,700+26.8% | 加碼 |
| CX Institutional | 8,050 | $31.3 萬 | 0.01% | +263+3.4% | 加碼 |
| Parkside Financial Bank & Trust | 8,045 | $31.3 萬 | 0.05% | −429−5.1% | 減碼 |
| Duncan Williams Asset Management, LLC | 8,042 | $31.2 萬 | 0.26% | +2,200+37.7% | 加碼 |
| Qtron Investments LLC | 8,038 | $31.2 萬 | 0.05% | −3,116−27.9% | 減碼 |
| GeoWealth Management, LLC | 8,030 | $31.2 萬 | 0.01% | +747+10.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 8,011 | $31.1 萬 | 0.01% | −5,836−42.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 7,972 | $31.0 萬 | 0.15% | +2,005+33.6% | 加碼 |
| Abacus Planning Group, Inc. | 7,969 | $31.0 萬 | 0.06% | +53+0.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,888 | $30.6 萬 | 0.03% | −3,593−31.3% | 減碼 |
| Wagner Wealth Management, LLC | 7,860 | $30.5 萬 | 0.09% | +69+0.9% | 加碼 |
| Lafayette Investments, Inc. | 7,845 | $30.5 萬 | 0.07% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,805 | $30.3 萬 | 0.03% | −375−4.6% | 減碼 |
| Conning Inc. | 7,789 | $30.3 萬 | 0.01% | +319+4.3% | 加碼 |
| ProVise Management Group, LLC | 7,768 | $30.2 萬 | 0.03% | −23,567−75.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 7,759 | $30.1 萬 | 0.07% | −918−10.6% | 減碼 |
| Fonville Wealth Management LLC | 7,704 | $29.9 萬 | 0.12% | +19+0.2% | 加碼 |
| Fiduciary Trust Co | 7,688 | $29.9 萬 | 0.00% | +100+1.3% | 加碼 |
| Morris Financial Concepts, Inc. | 7,688 | $29.9 萬 | 0.14% | +477+6.6% | 加碼 |
| Fisher Asset Management, LLC | 7,650 | $29.7 萬 | 0.00% | +1,602+26.5% | 加碼 |
| Change Path, LLC | 7,642 | $29.7 萬 | 0.02% | −5,595−42.3% | 減碼 |
| Stone Point Wealth LLC | 7,600 | $29.5 萬 | 0.11% | −400−5.0% | 減碼 |
| Tritonpoint Wealth, LLC | 7,562 | $29.4 萬 | 0.03% | −417−5.2% | 減碼 |
| NewEdge Wealth, LLC | 7,535 | $29.3 萬 | 0.01% | +1,130+17.6% | 加碼 |
| Continuum Advisory, LLC | 7,487 | $29.1 萬 | 0.04% | +38+0.5% | 加碼 |
| XTX Topco Ltd | 7,486 | $29.1 萬 | 0.02% | −23,848−76.1% | 減碼 |
| Central Bank & Trust Co | 7,423 | $28.8 萬 | 0.04% | +3,123+72.6% | 加碼 |
| HBK Sorce Advisory LLC | 7,394 | $28.7 萬 | 0.01% | −371−4.8% | 減碼 |
| MBL Wealth, LLC | 7,367 | $28.6 萬 | 0.03% | −10,877−59.6% | 減碼 |
| Cannon Financial Strategists, Inc. | 7,360 | $28.6 萬 | 0.05% | +7,360 | 新進 |
| Vise Technologies, Inc. | 7,335 | $28.5 萬 | 0.05% | +7,335 | 新進 |
| Aldebaran Financial Inc. | 7,315 | $28.4 萬 | 0.39% | +171+2.4% | 加碼 |
| Cassia Capital Partners, LLC | 7,311 | $28.4 萬 | 0.19% | −7,271−49.9% | 減碼 |
| Colton Groome Financial Advisors, LLC | 7,280 | $28.3 萬 | 0.11% | +7,280 | 新進 |
| Wrapmanager Inc | 7,275 | $28.3 萬 | 0.08% | −1,229−14.5% | 減碼 |
| Johnson Investment Counsel Inc | 7,264 | $28.2 萬 | 0.00% | −1,220−14.4% | 減碼 |
| Caldwell Trust Co | 7,260 | $28.2 萬 | 0.03% | −476−6.2% | 減碼 |
| Holocene Advisors, LP | 7,259 | $28.2 萬 | 0.00% | −2,224,466−99.7% | 減碼 |
| Daymark Wealth Partners, LLC | 7,216 | $28.0 萬 | 0.01% | −855−10.6% | 減碼 |
| LexAurum Advisors, LLC | 7,201 | $28.0 萬 | 0.07% | −100−1.4% | 減碼 |
| Peachtree Investment Partners, LLC | 7,194 | $27.9 萬 | 0.11% | −415−5.5% | 減碼 |
| Northstar Asset Management LLC | 7,193 | $27.9 萬 | 0.07% | +7,193 | 新進 |
| WBH Advisory Inc | 7,187 | $27.9 萬 | 0.03% | −340−4.5% | 減碼 |
| Belpointe Asset Management LLC | 7,172 | $27.9 萬 | 0.02% | −44−0.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 7,172 | $27.9 萬 | 0.01% | +7,172 | 新進 |
| Paragon Capital Management Ltd | 7,117 | $27.6 萬 | 0.05% | +7,117 | 新進 |
| First Heartland Consultants, Inc. | 7,117 | $27.6 萬 | 0.03% | +170+2.4% | 加碼 |
| Meridian Financial Partners LLC | 6,472 | $27.5 萬 | 0.16% | −500−7.2% | 減碼 |
| Wolverine Trading, LLC | 7,057 | $27.4 萬 | 0.00% | −17,572−71.3% | 減碼 |
| Westover Capital Advisors, LLC | 7,018 | $27.3 萬 | 0.07% | −45−0.6% | 減碼 |
| Avaii Wealth Management, LLC | 7,005 | $27.2 萬 | 0.15% | +218+3.2% | 加碼 |
| 1st Source Bank | 6,987 | $27.1 萬 | 0.02% | +298+4.5% | 加碼 |
| Central Trust Co | 6,913 | $26.9 萬 | 0.01% | −1,209−14.9% | 減碼 |
| Biltmore Family Office, LLC | 6,880 | $26.7 萬 | 0.05% | 00.0% | 不變 |
| Sapient Capital LLC | 6,847 | $26.6 萬 | 0.01% | −1,284−15.8% | 減碼 |
| Geller Advisors LLC | 6,821 | $26.5 萬 | 0.02% | +187+2.8% | 加碼 |
| Aprio Wealth Management, LLC | 6,804 | $26.4 萬 | 0.05% | −482−6.6% | 減碼 |
| Norway Savings Bank | 6,802 | $26.4 萬 | 0.15% | −4,284−38.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,741 | $26.2 萬 | 0.01% | +51+0.8% | 加碼 |
| Councilmark Asset Management, LLC | 6,650 | $25.8 萬 | 0.18% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 6,649 | $25.8 萬 | 0.02% | +6,649 | 新進 |
| Xcel Wealth Management, LLC | 6,639 | $25.8 萬 | 0.08% | −1,500−18.4% | 減碼 |
| Hodges Capital Management Inc. | 6,623 | $25.7 萬 | 0.02% | −493−6.9% | 減碼 |
| Yeomans Consulting Group, Inc. | 6,585 | $25.6 萬 | 0.10% | +700+11.9% | 加碼 |
| Paloma Partners Management Co | 6,574 | $25.5 萬 | 0.02% | +3,513+114.8% | 加碼 |
| Capital Square, LLC | 5,818 | $25.5 萬 | 0.17% | −207−3.4% | 減碼 |
| Plato Investment Management Ltd | 6,537 | $25.4 萬 | 0.02% | +2,125+48.2% | 加碼 |
| New Wave Wealth Advisors LLC | 6,535 | $25.4 萬 | 0.14% | +6,535 | 新進 |
| Canton Hathaway, LLC | 6,516 | $25.3 萬 | 0.07% | 00.0% | 不變 |
| LifePlan Financial, LLC | 6,502 | $25.3 萬 | 0.23% | +6,502 | 新進 |
| Catalyst Financial Partners LLC | 6,485 | $25.2 萬 | 0.06% | +6,485 | 新進 |
| Gateway Investment Advisers LLC | 6,452 | $25.1 萬 | 0.00% | −274,603−97.7% | 減碼 |
| Phillips Wealth Planners LLC | 6,379 | $25.0 萬 | 0.26% | +78+1.2% | 加碼 |
| Trust Point Inc. | 6,443 | $25.0 萬 | 0.02% | −508−7.3% | 減碼 |
| Family Legacy, Inc. | 6,433 | $25.0 萬 | 0.09% | −261−3.9% | 減碼 |
| FDx Advisors, Inc. | 6,415 | $24.9 萬 | 0.07% | −1,859−22.5% | 減碼 |