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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 13,530 | $57.9 萬 | 0.02% | +2,617+24.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 13,535 | $57.9 萬 | 0.27% | −1,308−8.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,564 | $58.0 萬 | 0.02% | −517−3.7% | 減碼 |
| Illinois Municipal Retirement Fund | 13,599 | $58.2 萬 | 0.01% | +13,599 | 新進 |
| Geneos Wealth Management Inc. | 13,644 | $58.4 萬 | 0.02% | +1,725+14.5% | 加碼 |
| Lakeview Capital Partners, LLC | 13,667 | $58.5 萬 | 0.09% | −10,051−42.4% | 減碼 |
| Merit Financial Group, LLC | 13,678 | $58.5 萬 | 0.01% | −15,577−53.2% | 減碼 |
| Partners in Financial Planning | 13,680 | $58.5 萬 | 0.12% | +39+0.3% | 加碼 |
| Hilltop National Bank | 13,765 | $58.9 萬 | 0.18% | −177−1.3% | 減碼 |
| Westwood Holdings Group Inc. | 13,826 | $59.1 萬 | 0.00% | −1,721−11.1% | 減碼 |
| Change Path, LLC | 13,832 | $59.2 萬 | 0.02% | +6,190+81.0% | 加碼 |
| Cigna Investments Inc | 13,841 | $59.2 萬 | 0.11% | −114−0.8% | 減碼 |
| Fiduciary Group LLC | 13,848 | $59.2 萬 | 0.06% | −481−3.4% | 減碼 |
| Premier Path Wealth Partners, LLC | 13,907 | $59.5 萬 | 0.09% | +38+0.3% | 加碼 |
| PFG Investments, LLC | 13,922 | $59.5 萬 | 0.04% | −1,036−6.9% | 減碼 |
| Naples Global Advisors, LLC | 13,978 | $59.8 萬 | 0.06% | +518+3.8% | 加碼 |
| Eads & Heald Wealth Management | 14,014 | $59.9 萬 | 0.28% | +6,042+75.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $60.0 萬 | 0.24% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 14,045 | $60.1 萬 | 0.03% | +339+2.5% | 加碼 |
| Hoxton Planning & Management, LLC | 14,074 | $60.2 萬 | 0.23% | +4,141+41.7% | 加碼 |
| EP Wealth Advisors, LLC | 14,419 | $61.7 萬 | 0.01% | +5,505+61.8% | 加碼 |
| Teza Capital Management LLC | 14,446 | $61.8 萬 | 0.07% | +1,475+11.4% | 加碼 |
| Pensionmark Financial Group, LLC | 14,486 | $62.0 萬 | 0.02% | +2,355+19.4% | 加碼 |
| Smith & Howard Wealth Management, LLC | 14,486 | $62.0 萬 | 0.17% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 14,500 | $62.0 萬 | 0.02% | −4,521−23.8% | 減碼 |
| Duncan Williams Asset Management, LLC | 14,550 | $62.2 萬 | 0.34% | +6,508+80.9% | 加碼 |
| Montag & Caldwell, LLC | 14,562 | $62.3 萬 | 0.13% | 00.0% | 不變 |
| First City Capital Management, Inc. | 14,581 | $62.4 萬 | 0.32% | +3,272+28.9% | 加碼 |
| Register Financial Advisors LLC | 14,610 | $62.5 萬 | 0.32% | −1,398−8.7% | 減碼 |
| Panagora Asset Management Inc | 14,635 | $62.6 萬 | 0.00% | −257,824−94.6% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,685 | $62.8 萬 | 0.34% | −36−0.2% | 減碼 |
| Tower Bridge Advisors | 14,690 | $62.8 萬 | 0.07% | −2,600−15.0% | 減碼 |
| Strategic Blueprint, LLC | 14,754 | $63.1 萬 | 0.04% | −939−6.0% | 減碼 |
| Evergreen Capital Management LLC | 14,776 | $63.2 萬 | 0.02% | +548+3.9% | 加碼 |
| HM Payson & Co | 14,860 | $63.6 萬 | 0.01% | −1,485−9.1% | 減碼 |
| Guardian Wealth Advisors, LLC | 14,891 | $63.7 萬 | 0.07% | +1,093+7.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 14,963 | $64.0 萬 | 0.01% | −6,260−29.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 14,976 | $64.1 萬 | 0.06% | +442+3.0% | 加碼 |
| Bayview Asset Management, LLC | 15,000 | $64.2 萬 | 0.36% | −2,500−14.3% | 減碼 |
| Wealth Quarterback LLC | 15,021 | $64.2 萬 | 0.33% | −217−1.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 15,074 | $64.5 萬 | 0.09% | +735+5.1% | 加碼 |
| MAI Capital Management | 15,139 | $64.8 萬 | 0.01% | −2,398−13.7% | 減碼 |
| Thompson Investment Management, Inc. | 15,176 | $64.9 萬 | 0.09% | −261−1.7% | 減碼 |
| Summit Trail Advisors, LLC | 15,229 | $65.1 萬 | 0.02% | +1,081+7.6% | 加碼 |
| Whittier Trust Co | 15,231 | $65.1 萬 | 0.01% | −2,617−14.7% | 減碼 |
| Driehaus Capital Management LLC | 15,254 | $65.2 萬 | 0.01% | +2,942+23.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 15,291 | $65.4 萬 | 0.04% | +187+1.2% | 加碼 |
| Fortis Capital Advisors, LLC | 15,317 | $65.5 萬 | 0.22% | +15,317 | 新進 |
| Delta Accumulation, LLC | 15,335 | $65.6 萬 | 4.34% | +50.0% | 加碼 |
| IHT Wealth Management, LLC | 15,448 | $65.6 萬 | 0.02% | +6,080+64.9% | 加碼 |
| Wolverine Trading, LLC | 15,437 | $65.6 萬 | 0.02% | +8,380+118.7% | 加碼 |
| City Holding Co | 15,368 | $65.7 萬 | 0.09% | −59−0.4% | 減碼 |
| North Star Investment Management Corp. | 15,385 | $65.8 萬 | 0.05% | −508−3.2% | 減碼 |
| Live Oak Private Wealth LLC | 15,410 | $65.9 萬 | 0.11% | +1,306+9.3% | 加碼 |
| Mayfair Advisory Group, LLC | 15,597 | $66.1 萬 | 0.42% | −195−1.2% | 減碼 |
| Strategic Advisors LLC | 15,600 | $66.7 萬 | 0.12% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 15,634 | $66.9 萬 | 0.21% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 15,676 | $67.0 萬 | 0.04% | +3,562+29.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 15,700 | $67.1 萬 | 0.09% | +200+1.3% | 加碼 |
| AlTi Global, Inc. | 15,761 | $67.4 萬 | 0.02% | −1,442−8.4% | 減碼 |
| Trust Asset Management LLC | 15,787 | $67.5 萬 | 0.05% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 15,832 | $67.7 萬 | 0.01% | −123−0.8% | 減碼 |
| FLC Capital Advisors | 15,849 | $67.8 萬 | 0.16% | 00.0% | 不變 |
| Dover Advisors, LLC | 15,853 | $67.8 萬 | 0.38% | +10,568+200.0% | 加碼 |
| Westhampton Capital, LLC | 16,020 | $68.5 萬 | 0.35% | +4,150+35.0% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 16,119 | $68.9 萬 | 0.14% | −2,316−12.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 16,120 | $68.9 萬 | 0.03% | −23−0.1% | 減碼 |
| Centaurus Financial, Inc. | 16,168 | $69.1 萬 | 0.04% | +3,559+28.2% | 加碼 |
| Hodges Capital Management Inc. | 16,284 | $69.6 萬 | 0.04% | +9,661+145.9% | 加碼 |
| Dudley Capital Management, LLC | 16,328 | $69.8 萬 | 0.37% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 16,143 | $70.0 萬 | 0.05% | +197+1.2% | 加碼 |
| Busey Wealth Management | 16,392 | $70.1 萬 | 0.02% | −97−0.6% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 18,055 | $70.1 萬 | 0.27% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 16,403 | $70.2 萬 | 0.02% | −80−0.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 16,500 | $70.6 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 16,543 | $70.7 萬 | 0.03% | +7,055+74.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 16,544 | $70.8 萬 | 0.05% | −4,032−19.6% | 減碼 |
| Woodard & Co Asset Management Group Inc | 16,588 | $70.9 萬 | 0.16% | −200−1.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 16,590 | $71.0 萬 | 0.05% | 00.0% | 不變 |
| Resources Management Corp | 16,600 | $71.0 萬 | 0.10% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 16,638 | $71.2 萬 | 0.53% | +11+0.1% | 加碼 |
| Icon Wealth Advisors, LLC | 16,739 | $71.6 萬 | 0.06% | +43+0.3% | 加碼 |
| Reuter James Wealth Management, LLC | 16,739 | $71.6 萬 | 0.13% | +642+4.0% | 加碼 |
| Rossmore Private Capital | 16,817 | $71.9 萬 | 0.09% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 16,822 | $71.9 萬 | 0.05% | −594−3.4% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 16,915 | $72.3 萬 | 0.10% | 00.0% | 不變 |
| Eastover Investment Advisors LLC | 16,920 | $72.4 萬 | 0.34% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 16,934 | $72.4 萬 | 0.01% | −837−4.7% | 減碼 |
| Canal Capital Management, LLC | 16,940 | $72.5 萬 | 0.12% | −332−1.9% | 減碼 |
| David Loasby | 17,473 | $72.5 萬 | 0.07% | −340−1.9% | 減碼 |
| Loomis Sayles & Co L P | 16,947 | $72.5 萬 | 0.00% | +15,136+835.8% | 加碼 |
| Gabelli Funds LLC | 17,000 | $72.7 萬 | 0.01% | 00.0% | 不變 |
| Fee-Only Financial Planning, L.C. | 17,146 | $73.3 萬 | 0.47% | −2,736−13.8% | 減碼 |
| Private Trust Co NA | 17,152 | $73.4 萬 | 0.07% | +1,631+10.5% | 加碼 |
| Ignite Planners, LLC | 17,253 | $73.8 萬 | 0.17% | −533−3.0% | 減碼 |
| Proequities, Inc. | 17,314 | $74.1 萬 | 0.04% | +3,498+25.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 17,325 | $74.1 萬 | 0.20% | −39−0.2% | 減碼 |
| Insigneo Advisory Services, LLC | 17,369 | $74.3 萬 | 0.07% | +3,908+29.0% | 加碼 |
| First Horizon Advisors, Inc. | 17,396 | $74.4 萬 | 0.02% | −3,364−16.2% | 減碼 |
| Aspire Private Capital, LLC | 17,472 | $74.7 萬 | 0.18% | +2,240+14.7% | 加碼 |