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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 9,895 | $42.3 萬 | 0.42% | +9,895 | 新進 |
| Parkside Financial Bank & Trust | 9,929 | $42.5 萬 | 0.06% | +1,884+23.4% | 加碼 |
| WealthTrust Axiom LLC | 9,944 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Ellevest, Inc. | 9,971 | $42.6 萬 | 0.02% | −1,572−13.6% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 9,995 | $42.7 萬 | 0.04% | −4,910−32.9% | 減碼 |
| American Assets Inc | 10,000 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| Par Capital Management Inc | 10,000 | $42.8 萬 | 0.01% | +10,000 | 新進 |
| Waldron Private Wealth LLC | 10,038 | $42.9 萬 | 0.02% | +389+4.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 10,040 | $42.9 萬 | 0.18% | −780−7.2% | 減碼 |
| Sterling Capital Management LLC | 10,092 | $43.2 萬 | 0.01% | +10,092 | 新進 |
| Sage Mountain Advisors LLC | 10,111 | $43.2 萬 | 0.04% | +465+4.8% | 加碼 |
| Shepherd Financial Partners LLC | 10,156 | $43.4 萬 | 0.05% | +763+8.1% | 加碼 |
| Clarius Group, LLC | 10,252 | $43.5 萬 | 0.03% | −275−2.6% | 減碼 |
| Wedmont Private Capital | 10,370 | $43.6 萬 | 0.02% | +953+10.1% | 加碼 |
| Cypress Capital Group | 10,186 | $43.6 萬 | 0.05% | +119+1.2% | 加碼 |
| Venturi Wealth Management, LLC | 10,229 | $43.7 萬 | 0.02% | +599+6.2% | 加碼 |
| Legacy Capital Group California, Inc. | 10,242 | $43.8 萬 | 0.15% | −662−6.1% | 減碼 |
| Taylor Hoffman Capital Management LLC | 10,188 | $43.9 萬 | 0.17% | +10,188 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,323 | $44.2 萬 | 0.05% | +7+0.1% | 加碼 |
| Successful Portfolios LLC | 10,348 | $44.3 萬 | 0.30% | +7+0.1% | 加碼 |
| BSW Wealth Partners | 10,365 | $44.3 萬 | 0.07% | +144+1.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,378 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Boltwood Capital Management | 10,385 | $44.4 萬 | 0.13% | −1,125−9.8% | 減碼 |
| Keudell/Morrison Wealth Management | 10,387 | $44.4 萬 | 0.12% | 00.0% | 不變 |
| Forum Financial Management, LP | 10,397 | $44.5 萬 | 0.01% | +91+0.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 10,399 | $44.5 萬 | 0.01% | +270+2.7% | 加碼 |
| Park Place Capital Corp | 10,480 | $44.8 萬 | 0.13% | −1,640−13.5% | 減碼 |
| Transatlantique Private Wealth LLC | 10,483 | $44.8 萬 | 0.17% | −2,796−21.1% | 減碼 |
| 1776 Wealth LLC | 10,500 | $44.9 萬 | 0.20% | 00.0% | 不變 |
| Verum Partners LLC | 10,526 | $45.0 萬 | 0.13% | −47−0.4% | 減碼 |
| Valmark Advisers, Inc. | 10,572 | $45.2 萬 | 0.01% | +670+6.8% | 加碼 |
| Koshinski Asset Management, Inc. | 10,600 | $45.3 萬 | 0.04% | −1,572−12.9% | 減碼 |
| BLB&B Advisors, LLC | 10,609 | $45.4 萬 | 0.02% | +10,609 | 新進 |
| Wilkins Investment Counsel Inc | 10,620 | $45.4 萬 | 0.06% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 10,691 | $45.7 萬 | 0.08% | +5,042+89.3% | 加碼 |
| Tocqueville Asset Management L.P. | 10,697 | $45.8 萬 | 0.01% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 10,776 | $46.1 萬 | 0.27% | −104−1.0% | 減碼 |
| Pine Harbor Wealth Management, LLC | 10,778 | $46.1 萬 | 0.23% | +50+0.5% | 加碼 |
| Perpetual Ltd | 10,851 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Oak Thistle LLC | 10,904 | $46.6 萬 | 0.15% | +10,904 | 新進 |
| Centennial Wealth Advisory LLC | 10,915 | $46.7 萬 | 0.18% | +482+4.6% | 加碼 |
| Heritage Investors Management Corp | 10,975 | $46.9 萬 | 0.02% | +10,975 | 新進 |
| Bard Financial Services, Inc. | 11,000 | $47.0 萬 | 0.06% | −1,700−13.4% | 減碼 |
| CNB Bank | 11,018 | $47.1 萬 | 0.22% | −2,290−17.2% | 減碼 |
| Foster & Motley Inc | 11,037 | $47.2 萬 | 0.03% | +2,199+24.9% | 加碼 |
| Parallel Advisors, LLC | 11,041 | $47.2 萬 | 0.01% | +1,198+12.2% | 加碼 |
| Dark Forest Capital Management LP | 11,066 | $47.3 萬 | 0.06% | +11,066 | 新進 |
| Crawford Investment Counsel Inc | 11,077 | $47.4 萬 | 0.01% | −2,190−16.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $47.7 萬 | 0.03% | +8,241+281.7% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 11,189 | $47.9 萬 | 0.13% | +718+6.9% | 加碼 |
| Sowell Financial Services LLC | 11,462 | $49.0 萬 | 0.02% | −945−7.6% | 減碼 |
| Cidel Asset Management Inc | 11,471 | $49.1 萬 | 0.03% | −652−5.4% | 減碼 |
| My Legacy Advisors, LLC | 11,499 | $49.2 萬 | 0.19% | +1,566+15.8% | 加碼 |
| Klingman & Associates, LLC | 11,547 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 11,531 | $49.4 萬 | 0.23% | −386−3.2% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 11,501 | $49.8 萬 | 0.12% | +1,532+15.4% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $49.9 萬 | 0.20% | 00.0% | 不變 |
| Montchanin Asset Management, LLC | 11,690 | $50.0 萬 | 0.46% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 11,756 | $50.3 萬 | 0.00% | −399−3.3% | 減碼 |
| Longfellow Investment Management Co LLC | 11,794 | $50.4 萬 | 0.13% | +71+0.6% | 加碼 |
| Pathway Financial Advisors LLC | 11,864 | $50.7 萬 | 0.13% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,958 | $51.1 萬 | 0.04% | +4,070+51.6% | 加碼 |
| Point72 Hong Kong Ltd | 11,959 | $51.1 萬 | 0.04% | +11,959 | 新進 |
| Washington Capital Management Inc | 12,000 | $51.3 萬 | 0.40% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 12,033 | $51.5 萬 | 0.02% | +76+0.6% | 加碼 |
| Keel Point, LLC | 12,117 | $51.8 萬 | 0.04% | −245−2.0% | 減碼 |
| Waterloo Capital, L.P. | 12,129 | $51.9 萬 | 0.06% | −2,283−15.8% | 減碼 |
| Intrust Bank NA | 12,140 | $51.9 萬 | 0.05% | +195+1.6% | 加碼 |
| NBT Bank N A | 12,149 | $52.0 萬 | 0.04% | −1,265−9.4% | 減碼 |
| Westover Capital Advisors, LLC | 12,218 | $52.3 萬 | 0.10% | +5,200+74.1% | 加碼 |
| Texas Yale Capital Corp. | 12,248 | $52.4 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 12,497 | $53.4 萬 | 0.03% | −106−0.8% | 減碼 |
| Uncommon Cents Investing LLC | 12,540 | $53.6 萬 | 0.15% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 12,582 | $53.8 萬 | 0.04% | +1,219+10.7% | 加碼 |
| Evercore Wealth Management, LLC | 12,603 | $53.9 萬 | 0.01% | −1,945−13.4% | 減碼 |
| Haverford Trust Co | 12,629 | $54.0 萬 | 0.01% | +998+8.6% | 加碼 |
| Plato Investment Management Ltd | 12,721 | $54.4 萬 | 0.04% | +6,184+94.6% | 加碼 |
| Ransom Advisory, Ltd | 12,730 | $54.4 萬 | 0.25% | −394−3.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 12,735 | $54.5 萬 | 0.12% | +3,155+32.9% | 加碼 |
| Good Life Advisors, LLC | 12,759 | $54.6 萬 | 0.03% | +2,143+20.2% | 加碼 |
| Vaughan David Investments LLC | 12,792 | $54.7 萬 | 0.01% | −1,418−10.0% | 減碼 |
| Marcum Wealth, LLC | 12,809 | $54.8 萬 | 0.05% | −671−5.0% | 減碼 |
| NorthRock Partners, LLC | 12,851 | $55.0 萬 | 0.02% | +869+7.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 12,860 | $55.0 萬 | 0.03% | −5,511−30.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 12,901 | $55.2 萬 | 0.14% | −176−1.3% | 減碼 |
| X-Square Capital, LLC | 12,901 | $55.2 萬 | 0.24% | −33−0.3% | 減碼 |
| Chilton Investment Co LLC | 12,950 | $55.4 萬 | 0.01% | 00.0% | 不變 |
| Avalon Trust Co | 13,000 | $55.6 萬 | 0.04% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 13,011 | $55.6 萬 | 0.12% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 13,050 | $55.8 萬 | 0.04% | −720−5.2% | 減碼 |
| Silver Oak Securities, Inc | 13,170 | $56.0 萬 | 0.06% | +2,030+18.2% | 加碼 |
| Greenleaf Trust | 13,099 | $56.0 萬 | 0.00% | +795+6.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $56.1 萬 | 0.17% | 00.0% | 不變 |
| Outfitter Financial LLC | 13,131 | $56.2 萬 | 0.46% | −1,946−12.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 13,139 | $56.2 萬 | 0.12% | 00.0% | 不變 |
| Penserra Capital Management LLC | 13,408 | $57.1 萬 | 0.01% | −110−0.8% | 減碼 |
| Chemung Canal Trust Co | 13,404 | $57.3 萬 | 0.12% | 00.0% | 不變 |
| Archer Investment Corp | 13,409 | $57.4 萬 | 0.15% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 13,462 | $57.6 萬 | 0.18% | +13,462 | 新進 |
| Pinnacle Holdings, LLC | 13,520 | $57.8 萬 | 0.23% | 00.0% | 不變 |