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 3 季 13F 持有人
Truist Financial Corp 在 2024/9/30 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
- 1,480
- 較 2024 年第 2 季 +70 家
- 持有股數
- 9.63 億
- 較 2024 年第 2 季 +9,065 萬 (+10.4%)
- 總市值
- $411.7 億
- 較 2024 年第 2 季 +$72.9 億 (+21.5%)
- 新進機構
- 151
- 另有 549 家加碼
- 清倉機構
- 81
- 另有 570 家減碼
另有 14 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 5,528 | $23.6 萬 | 0.01% | +35+0.6% | 加碼 |
| USA Financial Portformulas Corp | 5,532 | $23.7 萬 | 0.04% | +421+8.2% | 加碼 |
| Ci Investments Inc. | 5,539 | $23.7 萬 | 0.00% | +130+2.4% | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,550 | $23.7 萬 | 0.04% | +3+0.1% | 加碼 |
| Augustine Asset Management Inc | 5,562 | $23.8 萬 | 0.08% | −175−3.1% | 減碼 |
| PDS Planning, Inc | 5,572 | $23.8 萬 | 0.02% | +5,572 | 新進 |
| Banco Santander, S.A. | 5,574 | $23.8 萬 | 0.00% | +5,574 | 新進 |
| Advisory Alpha, LLC | 5,579 | $23.9 萬 | 0.01% | +5,579 | 新進 |
| Trust Point Inc. | 5,580 | $23.9 萬 | 0.02% | −863−13.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 5,583 | $23.9 萬 | 0.08% | +5,583 | 新進 |
| Invesco, LLC | 5,585 | $23.9 萬 | 0.10% | −222−3.8% | 減碼 |
| Capital Square, LLC | 5,610 | $24.0 萬 | 0.15% | −208−3.6% | 減碼 |
| Capstone Investment Advisors, LLC | 5,613 | $24.0 萬 | 0.00% | −533−8.7% | 減碼 |
| CVA Family Office, LLC | 5,616 | $24.0 萬 | 0.04% | +74+1.3% | 加碼 |
| Cannon Wealth Management Services, LLC | 5,624 | $24.1 萬 | 0.22% | +5,624 | 新進 |
| Central Trust Co | 5,661 | $24.2 萬 | 0.01% | −1,252−18.1% | 減碼 |
| CIC Wealth, LLC | 5,670 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Greatmark Investment Partners, Inc. | 5,678 | $24.3 萬 | 0.03% | +20+0.4% | 加碼 |
| Traveka Wealth, LLC | 5,711 | $24.4 萬 | 0.12% | +5,711 | 新進 |
| Lindbrook Capital, LLC | 5,712 | $24.4 萬 | 0.02% | −258−4.3% | 減碼 |
| Lantz Financial LLC | 5,732 | $24.5 萬 | 0.07% | +5,732 | 新進 |
| Baron Wealth Management LLC | 5,733 | $24.5 萬 | 0.12% | +19+0.3% | 加碼 |
| Waddell & Associates, LLC | 5,751 | $24.6 萬 | 0.03% | +5,751 | 新進 |
| Hardy Reed LLC | 5,762 | $24.6 萬 | 0.02% | +5,762 | 新進 |
| Smith Thornton Advisors LLC | 5,775 | $24.7 萬 | 0.16% | +107+1.9% | 加碼 |
| Calton & Associates, Inc. | 5,775 | $24.7 萬 | 0.09% | −2,618−31.2% | 減碼 |
| D'Orazio & Associates, Inc. | 5,780 | $24.7 萬 | 0.04% | 00.0% | 不變 |
| Mendel Money Management | 5,824 | $24.9 萬 | 0.11% | −65−1.1% | 減碼 |
| Empower Advisory Group, LLC | 5,849 | $25.0 萬 | 0.00% | −3,107−34.7% | 減碼 |
| Strategic Wealth Designers | 6,004 | $25.1 萬 | 0.03% | +177+3.0% | 加碼 |
| Rock Point Advisors, LLC | 5,875 | $25.1 萬 | 0.07% | −175−2.9% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Romano Brothers and Company | 5,925 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,928 | $25.4 萬 | 0.03% | −119−2.0% | 減碼 |
| Cornerstone Management, Inc. | 5,938 | $25.4 萬 | 0.05% | +417+7.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,916 | $25.4 萬 | 0.02% | +2,408+68.6% | 加碼 |
| RMB Capital Management, LLC | 5,945 | $25.4 萬 | 0.01% | −323−5.2% | 減碼 |
| Evermay Wealth Management LLC | 5,955 | $25.5 萬 | 0.04% | −30−0.5% | 減碼 |
| Integrated Advisors Network LLC | 6,025 | $25.8 萬 | 0.01% | +6,025 | 新進 |
| Avestar Capital, LLC | 6,049 | $25.9 萬 | 0.03% | +582+10.6% | 加碼 |
| CenterStar Asset Management, LLC | 6,098 | $26.1 萬 | 0.39% | +6,098 | 新進 |
| Sunpointe, LLC | 6,113 | $26.1 萬 | 0.21% | −25−0.4% | 減碼 |
| RiverFront Investment Group, LLC | 6,113 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Altrius Capital Management Inc | 6,126 | $26.2 萬 | 0.07% | −27−0.4% | 減碼 |
| Jump Financial, LLC | 6,129 | $26.2 萬 | 0.01% | +6,129 | 新進 |
| Main Street Financial Solutions, LLC | 6,152 | $26.3 萬 | 0.02% | −60−1.0% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 6,172 | $26.4 萬 | 0.10% | 00.0% | 不變 |
| Graypoint LLC | 6,195 | $26.5 萬 | 0.02% | +589+10.5% | 加碼 |
| Hamilton Capital Partners Inc. | 6,200 | $26.5 萬 | 0.02% | −8,200−56.9% | 減碼 |
| Avaii Wealth Management, LLC | 6,232 | $26.7 萬 | 0.13% | −773−11.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 6,229 | $26.7 萬 | 0.01% | −63−1.0% | 減碼 |
| Philadelphia Trust Co | 6,252 | $26.7 萬 | 0.02% | +6,252 | 新進 |
| Patrick M Sweeney & Associates, Inc | 6,245 | $26.7 萬 | 0.20% | +538+9.4% | 加碼 |
| Cable Hill Partners, LLC | 6,260 | $26.8 萬 | 0.03% | −117−1.8% | 減碼 |
| Gateway Investment Advisers LLC | 6,271 | $26.8 萬 | 0.00% | −181−2.8% | 減碼 |
| 1620 Investment Advisors, Inc. | 6,287 | $26.9 萬 | 0.20% | +104+1.7% | 加碼 |
| United Community Bank | 6,328 | $27.1 萬 | 0.11% | −40−0.6% | 減碼 |
| ARS Wealth Advisors Group, LLC | 6,328 | $27.1 萬 | 0.03% | +223+3.7% | 加碼 |
| Transcend Wealth Collective, LLC | 6,362 | $27.2 萬 | 0.02% | −287−4.3% | 減碼 |
| GeoWealth Management, LLC | 6,367 | $27.2 萬 | 0.01% | −1,663−20.7% | 減碼 |
| Farmers Trust Co | 6,384 | $27.3 萬 | 0.05% | −5,018−44.0% | 減碼 |
| Geller Advisors LLC | 6,397 | $27.4 萬 | 0.02% | −424−6.2% | 減碼 |
| Clear Street Markets LLC | 6,400 | $27.4 萬 | 0.18% | +3,700+137.0% | 加碼 |
| FDx Advisors, Inc. | 6,426 | $27.5 萬 | 0.07% | +11+0.2% | 加碼 |
| Family Legacy, Inc. | 6,433 | $27.5 萬 | 0.09% | 00.0% | 不變 |
| 1st Source Bank | 6,463 | $27.6 萬 | 0.02% | −524−7.5% | 減碼 |
| LifePlan Financial, LLC | 6,477 | $27.7 萬 | 0.24% | −25−0.4% | 減碼 |
| Rakuten Securities, Inc. | 6,521 | $27.9 萬 | 0.12% | −3,600−35.6% | 減碼 |
| Meridian Financial Partners LLC | 6,532 | $27.9 萬 | 0.14% | +60+0.9% | 加碼 |
| Canton Hathaway, LLC | 6,516 | $27.9 萬 | 0.07% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 6,552 | $28.0 萬 | 0.13% | +17+0.3% | 加碼 |
| Heritage Oak Wealth Advisors LLC | 6,552 | $28.0 萬 | 0.13% | +6,552 | 新進 |
| Phillips Wealth Planners LLC | 6,343 | $28.2 萬 | 0.27% | −36−0.6% | 減碼 |
| Councilmark Asset Management, LLC | 6,650 | $28.4 萬 | 0.19% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 6,658 | $28.5 萬 | 0.03% | +1,147+20.8% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,698 | $28.6 萬 | 0.03% | −2,833−29.7% | 減碼 |
| Wagner Wealth Management, LLC | 6,703 | $28.7 萬 | 0.08% | −1,157−14.7% | 減碼 |
| Peachtree Investment Partners, LLC | 6,729 | $28.8 萬 | 0.11% | −465−6.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 6,743 | $28.8 萬 | 0.01% | +20.0% | 加碼 |
| Secure Asset Management, LLC | 6,745 | $28.8 萬 | 0.05% | −2,159−24.2% | 減碼 |
| Quotient Wealth Partners, LLC | 6,751 | $28.9 萬 | 0.01% | +691+11.4% | 加碼 |
| Sapient Capital LLC | 6,768 | $28.9 萬 | 0.01% | −79−1.2% | 減碼 |
| Keystone Financial Group | 6,776 | $29.0 萬 | 0.04% | +554+8.9% | 加碼 |
| Aprio Wealth Management, LLC | 6,786 | $29.0 萬 | 0.05% | −18−0.3% | 減碼 |
| Kovack Advisors, Inc. | 6,795 | $29.1 萬 | 0.03% | −1,501−18.1% | 減碼 |
| Catalyst Financial Partners LLC | 6,817 | $29.2 萬 | 0.06% | +332+5.1% | 加碼 |
| Capital City Trust Co | 6,857 | $29.3 萬 | 0.07% | −1,767−20.5% | 減碼 |
| Caldwell Trust Co | 6,888 | $29.5 萬 | 0.03% | −372−5.1% | 減碼 |
| Daymark Wealth Partners, LLC | 6,926 | $29.6 萬 | 0.01% | −290−4.0% | 減碼 |
| Axq Capital, LP | 6,949 | $29.7 萬 | 0.09% | +6,949 | 新進 |
| Biltmore Family Office, LLC | 6,950 | $29.7 萬 | 0.05% | +70+1.0% | 加碼 |
| Hill Investment Group Partners, LLC | 7,595 | $29.8 萬 | 0.04% | −53−0.7% | 減碼 |
| IFP Advisors, Inc | 7,009 | $30.0 萬 | 0.01% | −3,634−34.1% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,017 | $30.0 萬 | 0.22% | +7,017 | 新進 |
| Point72 (DIFC) Ltd | 7,039 | $30.1 萬 | 0.02% | +7,039 | 新進 |
| Aldebaran Financial Inc. | 7,088 | $30.3 萬 | 0.36% | −227−3.1% | 減碼 |
| LexAurum Advisors, LLC | 7,101 | $30.4 萬 | 0.07% | −100−1.4% | 減碼 |
| Select Asset Management & Trust | 7,097 | $30.4 萬 | 0.11% | −5,000−41.3% | 減碼 |
| Lazard Asset Management LLC | 7,119 | $30.4 萬 | 0.00% | +3,723+109.6% | 加碼 |
| WBH Advisory Inc | 7,124 | $30.5 萬 | 0.03% | −63−0.9% | 減碼 |