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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 7,172 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Capital International Sarl | 7,192 | $30.8 萬 | 0.01% | +7,192 | 新進 |
| Northstar Asset Management LLC | 7,193 | $30.8 萬 | 0.07% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 7,199 | $30.8 萬 | 0.06% | +82+1.2% | 加碼 |
| MBL Wealth, LLC | 7,257 | $31.0 萬 | 0.03% | −110−1.5% | 減碼 |
| tru Independence LLC | 7,263 | $31.1 萬 | 0.09% | −122,441−94.4% | 減碼 |
| Convergence Financial, LLC | 7,283 | $31.1 萬 | 0.07% | −3,203−30.5% | 減碼 |
| Cassia Capital Partners, LLC | 7,311 | $31.3 萬 | 0.21% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 7,319 | $31.3 萬 | 0.06% | +2,207+43.2% | 加碼 |
| Paradigm Financial Partners, LLC | 6,792 | $31.6 萬 | 0.04% | +6,792 | 新進 |
| Stone Point Wealth LLC | 7,400 | $31.6 萬 | 0.10% | −200−2.6% | 減碼 |
| Personal Cfo Solutions, LLC | 7,414 | $31.7 萬 | 0.04% | +1,545+26.3% | 加碼 |
| Central Bank & Trust Co | 7,423 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 7,438 | $31.8 萬 | 0.04% | +7,438 | 新進 |
| United Advisor Group, LLC | 7,474 | $32.0 萬 | 0.07% | +7,474 | 新進 |
| Aaron Wealth Advisors | 7,485 | $32.0 萬 | 0.04% | +1,698+29.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,537 | $32.2 萬 | 0.02% | +7,537 | 新進 |
| Beverly Hills Private Wealth, LLC | 7,557 | $32.3 萬 | 0.07% | −1,157−13.3% | 減碼 |
| Tritonpoint Wealth, LLC | 7,604 | $32.3 萬 | 0.03% | +42+0.6% | 加碼 |
| Boothbay Fund Management, LLC | 7,586 | $32.4 萬 | 0.01% | −178,778−95.9% | 減碼 |
| Johnson Investment Counsel Inc | 7,626 | $32.6 萬 | 0.00% | +362+5.0% | 加碼 |
| Conning Inc. | 7,672 | $32.8 萬 | 0.01% | −117−1.5% | 減碼 |
| Morris Financial Concepts, Inc. | 7,688 | $32.9 萬 | 0.14% | 00.0% | 不變 |
| Fonville Wealth Management LLC | 7,714 | $33.0 萬 | 0.11% | +10+0.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,785 | $33.3 萬 | 0.03% | −20−0.3% | 減碼 |
| Lafayette Investments, Inc. | 7,845 | $33.6 萬 | 0.07% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 7,856 | $33.6 萬 | 0.12% | −809−9.3% | 減碼 |
| HBK Sorce Advisory LLC | 7,864 | $33.6 萬 | 0.01% | +470+6.4% | 加碼 |
| Scotia Capital Inc. | 7,934 | $33.9 萬 | 0.00% | +2,408+43.6% | 加碼 |
| Fisher Asset Management, LLC | 7,995 | $34.2 萬 | 0.00% | +345+4.5% | 加碼 |
| New Hampshire Trust | 7,997 | $34.2 萬 | 0.07% | −141−1.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Adapt Wealth Advisors, LLC | 8,050 | $34.4 萬 | 0.18% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 8,077 | $34.5 萬 | 0.06% | −227−2.7% | 減碼 |
| LBMC Investment Advisors, LLC | 8,098 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Nwam LLC | 8,132 | $34.8 萬 | 0.02% | +8,132 | 新進 |
| Institute for Wealth Management, LLC. | 8,134 | $34.8 萬 | 0.04% | −298−3.5% | 減碼 |
| Berkshire Asset Management LLC | 8,977 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 8,168 | $34.9 萬 | 0.06% | +199+2.5% | 加碼 |
| Central Pacific Bank - Trust Division | 8,200 | $35.1 萬 | 0.04% | −7,300−47.1% | 減碼 |
| Cim Investment Mangement Inc | 8,200 | $35.1 萬 | 0.10% | −163−1.9% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $35.1 萬 | 0.08% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 8,265 | $35.4 萬 | 0.02% | +463+5.9% | 加碼 |
| MBB Public Markets I LLC | 8,280 | $35.4 萬 | 0.03% | −87,890−91.4% | 減碼 |
| Ti-Trust, Inc | 8,330 | $35.6 萬 | 0.26% | 00.0% | 不變 |
| Howard Capital Management Inc. | 8,361 | $35.8 萬 | 0.01% | +8,361 | 新進 |
| Accurate Wealth Management, LLC | 8,165 | $35.8 萬 | 0.07% | −370−4.3% | 減碼 |
| Westpac Banking Corp | 8,397 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 8,416 | $36.0 萬 | 0.07% | +219+2.7% | 加碼 |
| Selective Wealth Management, Inc. | 8,545 | $36.0 萬 | 0.15% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 8,439 | $36.1 萬 | 0.03% | −244−2.8% | 減碼 |
| RKL Wealth Management LLC | 8,448 | $36.1 萬 | 0.03% | −30,683−78.4% | 減碼 |
| Clark Capital Management Group, Inc. | 8,472 | $36.2 萬 | 0.00% | +60+0.7% | 加碼 |
| BIP Wealth, LLC | 8,473 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 8,501 | $36.4 萬 | 0.18% | +8,501 | 新進 |
| Eagle Strategies LLC | 8,505 | $36.4 萬 | 0.07% | −334−3.8% | 減碼 |
| Aviance Capital Partners, LLC | 8,580 | $36.7 萬 | 0.05% | +20.0% | 加碼 |
| International Private Wealth Advisors LLC | 8,607 | $36.8 萬 | 0.54% | −443−4.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,650 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,655 | $37.0 萬 | 0.04% | +71+0.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,675 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| CX Institutional | 8,734 | $37.4 萬 | 0.02% | +684+8.5% | 加碼 |
| Continuum Advisory, LLC | 8,104 | $37.5 萬 | 0.05% | +617+8.2% | 加碼 |
| HHM Wealth Advisors, LLC | 8,833 | $37.8 萬 | 0.05% | +69+0.8% | 加碼 |
| Golden State Equity Partners | 8,839 | $37.8 萬 | 0.06% | −2,652−23.1% | 減碼 |
| MainStreet Investment Advisors LLC | 8,876 | $38.0 萬 | 0.05% | −4,889−35.5% | 減碼 |
| Malaga Cove Capital, LLC | 8,906 | $38.1 萬 | 0.15% | +584+7.0% | 加碼 |
| Chiron Capital Management, LLC | 8,909 | $38.1 萬 | 0.34% | −1,498−14.4% | 減碼 |
| Fiducient Advisors LLC | 8,915 | $38.1 萬 | 0.04% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 8,959 | $38.3 萬 | 0.00% | −16,996−65.5% | 減碼 |
| Fiduciary Trust Co | 8,988 | $38.4 萬 | 0.01% | +1,300+16.9% | 加碼 |
| Hayek Kallen Investment Management | 9,047 | $38.7 萬 | 0.14% | 00.0% | 不變 |
| Arlington Trust Co LLC | 9,077 | $38.8 萬 | 0.08% | 00.0% | 不變 |
| Valley National Advisers Inc | 9,117 | $38.9 萬 | 0.07% | −791−8.0% | 減碼 |
| Lake Street Advisors Group, LLC | 9,106 | $38.9 萬 | 0.02% | +688+8.2% | 加碼 |
| Aspiriant, LLC | 9,132 | $39.1 萬 | 0.01% | +14+0.2% | 加碼 |
| Everett Harris & Co | 9,133 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| MTM Investment Management, LLC | 9,216 | $39.1 萬 | 0.15% | +16+0.2% | 加碼 |
| Parthenon LLC | 9,155 | $39.2 萬 | 0.05% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 9,175 | $39.2 萬 | 0.01% | +232+2.6% | 加碼 |
| Ballew Advisors, Inc | 9,218 | $39.3 萬 | 0.26% | +3,616+64.5% | 加碼 |
| Summit Asset Management, LLC | 9,192 | $39.3 萬 | 0.07% | +15+0.2% | 加碼 |
| Headinvest, LLC | 9,253 | $39.6 萬 | 0.07% | −870−8.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 9,271 | $39.7 萬 | 0.01% | −723−7.2% | 減碼 |
| Pallas Capital Advisors LLC | 9,139 | $39.7 萬 | 0.02% | +9,139 | 新進 |
| Rede Wealth, LLC | 9,308 | $39.8 萬 | 0.15% | +30.0% | 加碼 |
| Quadrant Capital Group LLC | 9,397 | $40.2 萬 | 0.03% | +21+0.2% | 加碼 |
| ForthRight Wealth Management, LLC | 9,460 | $40.5 萬 | 0.13% | +147+1.6% | 加碼 |
| Rehmann Capital Advisory Group | 9,468 | $40.5 萬 | 0.03% | +1,265+15.4% | 加碼 |
| Brighton Jones LLC | 9,488 | $40.6 萬 | 0.02% | −14,775−60.9% | 減碼 |
| Financial Management Professionals, Inc. | 9,482 | $40.6 萬 | 0.05% | +144+1.5% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 9,546 | $40.8 萬 | 0.00% | −1,924−16.8% | 減碼 |
| Citizens Financial Group Inc | 9,548 | $40.8 萬 | 0.01% | +938+10.9% | 加碼 |
| NFP Retirement, Inc. | 9,590 | $41.0 萬 | 0.03% | +9+0.1% | 加碼 |
| Shell Asset Management Co | 9,656 | $41.3 萬 | 0.02% | +9,656 | 新進 |
| Pettee Investors, Inc. | 9,665 | $41.3 萬 | 0.20% | 00.0% | 不變 |
| Smith, Salley & Associates | 9,743 | $41.7 萬 | 0.03% | −210−2.1% | 減碼 |
| Franklin Street Advisors Inc | 9,757 | $41.7 萬 | 0.03% | −6,732−40.8% | 減碼 |
| Southeast Asset Advisors Inc. | 9,765 | $41.8 萬 | 0.05% | 00.0% | 不變 |
| Vise Technologies, Inc. | 9,834 | $42.1 萬 | 0.05% | +2,499+34.1% | 加碼 |