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 4 季 13F 持有人
Truist Financial Corp 在 2024/12/31 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
- 1,569
- 較 2024 年第 3 季 +110 家
- 持有股數
- 9.70 億
- 較 2024 年第 3 季 +1,166 萬 (+1.2%)
- 總市值
- $420.8 億
- 較 2024 年第 3 季 +$11.4 億 (+2.8%)
- 新進機構
- 196
- 另有 588 家加碼
- 清倉機構
- 86
- 另有 599 家減碼
另有 21 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Geller Advisors LLC | 6,553 | $28.4 萬 | 0.02% | +156+2.4% | 加碼 |
| Peachtree Investment Partners, LLC | 6,554 | $28.4 萬 | 0.11% | −175−2.6% | 減碼 |
| Secure Asset Management, LLC | 6,572 | $28.5 萬 | 0.04% | −173−2.6% | 減碼 |
| 1776 Wealth LLC | 6,600 | $28.6 萬 | 0.13% | −3,900−37.1% | 減碼 |
| Headinvest, LLC | 6,631 | $28.8 萬 | 0.05% | −2,622−28.3% | 減碼 |
| Councilmark Asset Management, LLC | 6,650 | $28.8 萬 | 0.19% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 6,650 | $28.8 萬 | 0.04% | +322+5.1% | 加碼 |
| Wagner Wealth Management, LLC | 6,658 | $28.9 萬 | 0.07% | −45−0.7% | 減碼 |
| Eisler Capital Management Ltd. | 6,671 | $28.9 萬 | 0.01% | +6,671 | 新進 |
| Cornerstone Management, Inc. | 6,678 | $29.0 萬 | 0.06% | +740+12.5% | 加碼 |
| Cambria Investment Management, L.P. | 6,678 | $29.0 萬 | 0.02% | +6,678 | 新進 |
| Heartwood Wealth Advisors LLC | 6,698 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Nilsine Partners, LLC | 6,701 | $29.1 萬 | 0.03% | +1,325+24.6% | 加碼 |
| Meridian Financial Partners LLC | 6,721 | $29.2 萬 | 0.15% | +189+2.9% | 加碼 |
| Graypoint LLC | 6,745 | $29.3 萬 | 0.02% | +550+8.9% | 加碼 |
| Sapient Capital LLC | 6,768 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Keystone Financial Group | 6,798 | $29.6 萬 | 0.03% | +22+0.3% | 加碼 |
| Fonville Wealth Management LLC | 6,841 | $29.7 萬 | 0.10% | −873−11.3% | 減碼 |
| Catalyst Financial Partners LLC | 6,846 | $29.7 萬 | 0.06% | +29+0.4% | 加碼 |
| Sugarloaf Wealth Management, LLC | 6,848 | $29.7 萬 | 0.06% | +1,298+23.4% | 加碼 |
| Capital City Trust Co | 6,857 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 6,994 | $29.9 萬 | 0.06% | −1,171−14.3% | 減碼 |
| Empower Advisory Group, LLC | 6,942 | $30.1 萬 | 0.00% | +1,093+18.7% | 加碼 |
| Biltmore Family Office, LLC | 6,950 | $30.1 萬 | 0.05% | 00.0% | 不變 |
| Convergence Financial, LLC | 6,962 | $30.2 萬 | 0.06% | −321−4.4% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 6,998 | $30.4 萬 | 0.09% | +6,998 | 新進 |
| Itau Unibanco Holding S.A. | 7,000 | $30.4 萬 | 0.01% | +7,000 | 新進 |
| Greatmark Investment Partners, Inc. | 7,002 | $30.4 萬 | 0.04% | +1,324+23.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 7,015 | $30.4 萬 | 0.01% | +7,015 | 新進 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $30.5 萬 | 0.32% | +25+0.4% | 加碼 |
| Aprio Wealth Management, LLC | 7,086 | $30.7 萬 | 0.04% | +300+4.4% | 加碼 |
| Select Asset Management & Trust | 7,097 | $30.8 萬 | 0.12% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 7,111 | $30.9 萬 | 0.06% | −88−1.2% | 減碼 |
| Ascent Wealth Partners, LLC | 7,119 | $30.9 萬 | 0.04% | −319−4.3% | 減碼 |
| Northstar Asset Management LLC | 7,193 | $31.2 萬 | 0.07% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 7,231 | $31.4 萬 | 0.01% | +305+4.4% | 加碼 |
| Bingham Private Wealth, LLC | 7,267 | $31.5 萬 | 0.34% | +7,267 | 新進 |
| Aegis Wealth Management LLC | 7,277 | $31.6 萬 | 0.21% | +7,277 | 新進 |
| tru Independence LLC | 7,309 | $31.7 萬 | 0.10% | +46+0.6% | 加碼 |
| Hexagon Capital Partners LLC | 7,309 | $31.7 萬 | 0.06% | −10−0.1% | 減碼 |
| LifeWealth Investments, LLC | 7,323 | $31.8 萬 | 0.21% | +7,323 | 新進 |
| Beverly Hills Private Wealth, LLC | 7,328 | $31.8 萬 | 0.06% | −229−3.0% | 減碼 |
| Ci Investments Inc. | 7,361 | $31.9 萬 | 0.00% | +1,822+32.9% | 加碼 |
| SRS Capital Advisors, Inc. | 7,363 | $31.9 萬 | 0.02% | +3,801+106.7% | 加碼 |
| Flow Traders U.S. LLC | 7,370 | $32.0 萬 | 0.01% | +7,370 | 新進 |
| BankPlus Wealth Management LLC | 7,378 | $32.0 萬 | 0.24% | +7,378 | 新進 |
| TCG Advisory Services, LLC | 7,391 | $32.1 萬 | 0.01% | +7,391 | 新進 |
| Stone Point Wealth LLC | 7,400 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| Change Path, LLC | 7,428 | $32.2 萬 | 0.01% | −6,404−46.3% | 減碼 |
| Whipplewood Advisors, LLC | 7,451 | $32.3 萬 | 0.18% | +7,451 | 新進 |
| Park Place Capital Corp | 7,477 | $32.4 萬 | 0.09% | −3,003−28.7% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,489 | $32.5 萬 | 0.03% | −4,469−37.4% | 減碼 |
| Haverford Trust Co | 7,489 | $32.5 萬 | 0.00% | −5,140−40.7% | 減碼 |
| Personal Cfo Solutions, LLC | 7,508 | $32.6 萬 | 0.06% | +94+1.3% | 加碼 |
| Chancellor Financial Group WB LP | 7,577 | $32.9 萬 | 0.26% | +7,577 | 新進 |
| Morris Financial Concepts, Inc. | 7,688 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 7,711 | $33.4 萬 | 0.39% | +623+8.8% | 加碼 |
| Aaron Wealth Advisors | 7,712 | $33.5 萬 | 0.04% | +227+3.0% | 加碼 |
| Hill Investment Group Partners, LLC | 7,734 | $33.6 萬 | 0.04% | +139+1.8% | 加碼 |
| 1st Source Bank | 7,735 | $33.6 萬 | 0.02% | +1,272+19.7% | 加碼 |
| MBL Wealth, LLC | 7,740 | $33.6 萬 | 0.03% | +483+6.7% | 加碼 |
| ForthRight Wealth Management, LLC | 7,802 | $33.8 萬 | 0.11% | −1,658−17.5% | 減碼 |
| Birmingham Capital Management Co Inc | 7,856 | $34.1 萬 | 0.13% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 7,871 | $34.1 萬 | 0.04% | +1,213+18.2% | 加碼 |
| Scotia Capital Inc. | 7,953 | $34.5 萬 | 0.00% | +19+0.2% | 加碼 |
| Alpha Wealth Funds, LLC | 8,000 | $34.7 萬 | 0.36% | +8,000 | 新進 |
| Compagnie Lombard Odier SCmA | 8,000 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Centiva Capital, LP | 8,017 | $34.8 萬 | 0.01% | −16,717−67.6% | 減碼 |
| Novus Advisors, LLC | 8,035 | $34.9 萬 | 0.35% | +8,035 | 新進 |
| Total Wealth Planning & Management, Inc. | 8,036 | $34.9 萬 | 0.34% | +8,036 | 新進 |
| Formidable Asset Management, LLC | 8,077 | $35.0 萬 | 0.06% | 00.0% | 不變 |
| Sterling Capital Management LLC | 8,079 | $35.0 萬 | 0.00% | −2,013−19.9% | 減碼 |
| Ballew Advisors, Inc | 8,159 | $35.2 萬 | 0.22% | −1,059−11.5% | 減碼 |
| Institute for Wealth Management, LLC. | 8,134 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| New Hampshire Trust | 8,143 | $35.3 萬 | 0.07% | +146+1.8% | 加碼 |
| Abacus Planning Group, Inc. | 8,168 | $35.4 萬 | 0.06% | 00.0% | 不變 |
| Founders Grove Wealth Partners, LLC | 8,198 | $35.6 萬 | 0.10% | +8,198 | 新進 |
| Cornerstone Advisors Asset Management, LLC | 8,208 | $35.6 萬 | 0.08% | 00.0% | 不變 |
| IFP Advisors, Inc | 8,220 | $35.7 萬 | 0.01% | +1,211+17.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,222 | $35.7 萬 | 0.02% | −4,275−34.2% | 減碼 |
| Cim Investment Mangement Inc | 8,231 | $35.7 萬 | 0.10% | +31+0.4% | 加碼 |
| CX Institutional | 8,306 | $36.0 萬 | 0.01% | −428−4.9% | 減碼 |
| Cypress Wealth Services, LLC | 8,322 | $36.1 萬 | 0.07% | −94−1.1% | 減碼 |
| Ti-Trust, Inc | 8,330 | $36.1 萬 | 0.24% | 00.0% | 不變 |
| Nwam LLC | 8,395 | $36.4 萬 | 0.02% | +263+3.2% | 加碼 |
| Westpac Banking Corp | 8,397 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 8,415 | $36.5 萬 | 0.03% | +317+3.9% | 加碼 |
| Fisher Asset Management, LLC | 8,431 | $36.6 萬 | 0.00% | +436+5.5% | 加碼 |
| Colonial River Wealth Management, LLC | 8,447 | $36.6 萬 | 0.18% | −54−0.6% | 減碼 |
| Eagle Strategies LLC | 8,457 | $36.7 萬 | 0.06% | −48−0.6% | 減碼 |
| MainStreet Investment Advisors LLC | 8,481 | $36.8 萬 | 0.05% | −395−4.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,485 | $36.8 萬 | 0.04% | +700+9.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,490 | $36.8 萬 | 0.01% | +1,747+25.9% | 加碼 |
| Chiron Capital Management, LLC | 8,507 | $36.9 萬 | 0.35% | −402−4.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,512 | $36.9 萬 | 0.03% | −143−1.7% | 減碼 |
| Diversify Advisory Services, LLC | 8,749 | $37.4 萬 | 0.02% | +8,749 | 新進 |
| Selective Wealth Management, Inc. | 8,545 | $37.5 萬 | 0.15% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 8,735 | $37.9 萬 | 0.02% | −5,310−37.8% | 減碼 |
| Hardy Reed LLC | 8,742 | $37.9 萬 | 0.03% | +2,980+51.7% | 加碼 |
| Ellevest, Inc. | 8,746 | $37.9 萬 | 0.02% | −1,225−12.3% | 減碼 |