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 1,707 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| International Private Wealth Advisors LLC | 8,761 | $38.0 萬 | 0.38% | +154+1.8% | 加碼 |
| Quantessence Capital LLC | 8,766 | $38.0 萬 | 0.16% | +8,766 | 新進 |
| Malaga Cove Capital, LLC | 8,796 | $38.2 萬 | 0.15% | −110−1.2% | 減碼 |
| Howard Capital Management Inc. | 8,815 | $38.2 萬 | 0.01% | +454+5.4% | 加碼 |
| DRW Securities, LLC | 8,917 | $38.7 萬 | 0.03% | −113,395−92.7% | 減碼 |
| HHM Wealth Advisors, LLC | 8,928 | $38.7 萬 | 0.05% | +95+1.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 8,948 | $38.8 萬 | 0.01% | −323−3.5% | 減碼 |
| Clark Capital Management Group, Inc. | 9,001 | $39.0 萬 | 0.00% | +529+6.2% | 加碼 |
| Fortress Private Ledger, LLC | 9,013 | $39.1 萬 | 0.24% | +9,013 | 新進 |
| Hayek Kallen Investment Management | 9,047 | $39.2 萬 | 0.14% | 00.0% | 不變 |
| CNB Bank | 9,044 | $39.2 萬 | 0.18% | −1,974−17.9% | 減碼 |
| ICONIQ Capital, LLC | 9,051 | $39.3 萬 | 0.01% | +9,051 | 新進 |
| Carolinas Wealth Consulting LLC | 9,065 | $39.3 萬 | 0.08% | −1,626−15.2% | 減碼 |
| Arlington Trust Co LLC | 9,077 | $39.4 萬 | 0.08% | 00.0% | 不變 |
| Continuum Advisory, LLC | 9,084 | $39.4 萬 | 0.05% | +980+12.1% | 加碼 |
| Keudell/Morrison Wealth Management | 9,117 | $39.5 萬 | 0.10% | −1,270−12.2% | 減碼 |
| Lake Street Advisors Group, LLC | 9,127 | $39.6 萬 | 0.02% | +21+0.2% | 加碼 |
| Everett Harris & Co | 9,133 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| Aspiriant, LLC | 9,143 | $39.7 萬 | 0.01% | +11+0.1% | 加碼 |
| FSB Premier Wealth Management, Inc. | 9,148 | $39.7 萬 | 0.16% | −892−8.9% | 減碼 |
| Parthenon LLC | 9,155 | $39.7 萬 | 0.05% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 9,161 | $39.7 萬 | 0.02% | +22+0.2% | 加碼 |
| Sage Investment Counsel LLC | 9,182 | $39.8 萬 | 0.52% | +9,182 | 新進 |
| Pettee Investors, Inc. | 9,195 | $39.9 萬 | 0.20% | −470−4.9% | 減碼 |
| Summit Asset Management, LLC | 9,207 | $39.9 萬 | 0.07% | +15+0.2% | 加碼 |
| MTM Investment Management, LLC | 9,230 | $40.0 萬 | 0.15% | +14+0.2% | 加碼 |
| Rede Wealth, LLC | 9,282 | $40.3 萬 | 0.15% | −26−0.3% | 減碼 |
| Fiducient Advisors LLC | 9,315 | $40.4 萬 | 0.05% | +400+4.5% | 加碼 |
| Smith, Salley & Associates | 9,332 | $40.5 萬 | 0.03% | −411−4.2% | 減碼 |
| Parkside Financial Bank & Trust | 9,383 | $40.7 萬 | 0.05% | −546−5.5% | 減碼 |
| Outfitter Financial LLC | 9,386 | $40.7 萬 | 0.33% | −3,745−28.5% | 減碼 |
| 5T Wealth, LLC | 9,425 | $40.9 萬 | 0.22% | +9,425 | 新進 |
| Quadrant Capital Group LLC | 9,493 | $41.2 萬 | 0.03% | +96+1.0% | 加碼 |
| Manske Wealth Management | 9,599 | $41.6 萬 | 0.17% | +9,599 | 新進 |
| NFP Retirement, Inc. | 9,600 | $41.6 萬 | 0.03% | +10+0.1% | 加碼 |
| Catalyst Funds Management Pty Ltd | 9,600 | $41.6 萬 | 0.10% | +9,600 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 9,617 | $41.7 萬 | 0.00% | +71+0.7% | 加碼 |
| Paradigm Financial Partners, LLC | 9,630 | $41.8 萬 | 0.05% | +2,838+41.8% | 加碼 |
| Valley National Advisers Inc | 9,721 | $42.1 萬 | 0.08% | +604+6.6% | 加碼 |
| Fukoku Mutual Life Insurance Co | 9,744 | $42.3 萬 | 0.03% | +1,069+12.3% | 加碼 |
| Southeast Asset Advisors Inc. | 9,765 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Cypress Capital Group | 9,772 | $42.4 萬 | 0.05% | −414−4.1% | 減碼 |
| Shell Asset Management Co | 9,798 | $42.5 萬 | 0.02% | +142+1.5% | 加碼 |
| WealthTrust Axiom LLC | 9,811 | $42.6 萬 | 0.13% | −133−1.3% | 減碼 |
| Capital International Sarl | 9,812 | $42.6 萬 | 0.01% | +2,620+36.4% | 加碼 |
| HBK Sorce Advisory LLC | 9,834 | $42.7 萬 | 0.01% | +1,970+25.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 9,863 | $42.8 萬 | 0.03% | +9,099+1,191.0% | 加碼 |
| Waldron Private Wealth LLC | 9,927 | $43.1 萬 | 0.02% | −111−1.1% | 減碼 |
| Boltwood Capital Management | 9,935 | $43.1 萬 | 0.13% | −450−4.3% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 9,957 | $43.2 萬 | 0.11% | −1,544−13.4% | 減碼 |
| Wilkins Investment Counsel Inc | 9,975 | $43.3 萬 | 0.06% | −645−6.1% | 減碼 |
| American Assets Inc | 10,000 | $43.4 萬 | 0.13% | 00.0% | 不變 |
| Axq Capital, LP | 10,077 | $43.7 萬 | 0.20% | +3,128+45.0% | 加碼 |
| Rehmann Capital Advisory Group | 10,132 | $44.0 萬 | 0.03% | +664+7.0% | 加碼 |
| Legacy Capital Group California, Inc. | 10,142 | $44.0 萬 | 0.13% | −100−1.0% | 減碼 |
| Kennebec Savings Bank | 10,208 | $44.0 萬 | 0.44% | +313+3.2% | 加碼 |
| Tocqueville Asset Management L.P. | 10,147 | $44.0 萬 | 0.01% | −550−5.1% | 減碼 |
| Taylor Hoffman Capital Management LLC | 10,188 | $44.2 萬 | 0.16% | 00.0% | 不變 |
| Clarius Group, LLC | 10,207 | $44.3 萬 | 0.03% | −45−0.4% | 減碼 |
| Stonebridge Financial Group, LLC | 10,214 | $44.3 萬 | 0.05% | +10,214 | 新進 |
| Banco Santander, S.A. | 10,233 | $44.4 萬 | 0.01% | +4,659+83.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 10,273 | $44.6 萬 | 0.00% | +10,273 | 新進 |
| Bartlett & Co. Wealth Management LLC | 10,298 | $44.7 萬 | 0.01% | −80−0.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,316 | $44.8 萬 | 0.05% | −7−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 10,320 | $44.8 萬 | 0.03% | +2,055+24.9% | 加碼 |
| Successful Portfolios LLC | 10,354 | $44.9 萬 | 0.30% | +6+0.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 10,445 | $45.3 萬 | 0.01% | +46+0.4% | 加碼 |
| Concord Asset Management, LLC | 10,449 | $45.3 萬 | 0.10% | −55,237−84.1% | 減碼 |
| Shepherd Financial Partners LLC | 10,477 | $45.4 萬 | 0.05% | +321+3.2% | 加碼 |
| Pine Harbor Wealth Management, LLC | 10,508 | $45.6 萬 | 0.18% | −270−2.5% | 減碼 |
| Verum Partners LLC | 10,565 | $45.8 萬 | 0.13% | +39+0.4% | 加碼 |
| Sage Mountain Advisors LLC | 10,584 | $45.9 萬 | 0.03% | +473+4.7% | 加碼 |
| Valmark Advisers, Inc. | 10,585 | $45.9 萬 | 0.01% | +13+0.1% | 加碼 |
| BLB&B Advisors, LLC | 10,620 | $46.1 萬 | 0.02% | +11+0.1% | 加碼 |
| Financial Management Professionals, Inc. | 10,693 | $46.4 萬 | 0.06% | +1,211+12.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,803 | $46.9 萬 | 0.27% | +27+0.3% | 加碼 |
| Quest Partners LLC | 10,824 | $47.0 萬 | 0.06% | +6,070+127.7% | 加碼 |
| Koshinski Asset Management, Inc. | 10,825 | $47.0 萬 | 0.04% | +225+2.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,826 | $47.0 萬 | 0.03% | −32,651−75.1% | 減碼 |
| Perpetual Ltd | 10,851 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 10,903 | $47.3 萬 | 0.01% | −2,627−19.4% | 減碼 |
| Crawford Investment Counsel Inc | 10,904 | $47.3 萬 | 0.01% | −173−1.6% | 減碼 |
| Roxbury Financial LLC | 9,958 | $47.5 萬 | 0.46% | +9,958 | 新進 |
| Franklin Street Advisors Inc | 10,957 | $47.5 萬 | 0.03% | +1,200+12.3% | 加碼 |
| Parallel Advisors, LLC | 11,003 | $47.7 萬 | 0.01% | −38−0.3% | 減碼 |
| First Hawaiian Bank | 11,043 | $47.9 萬 | 0.02% | −21,736−66.3% | 減碼 |
| BSW Wealth Partners | 11,047 | $47.9 萬 | 0.07% | +682+6.6% | 加碼 |
| Longfellow Investment Management Co LLC | 11,083 | $48.1 萬 | 0.12% | −711−6.0% | 減碼 |
| Sowell Financial Services LLC | 11,103 | $48.2 萬 | 0.03% | −359−3.1% | 減碼 |
| Cidel Asset Management Inc | 11,111 | $48.2 萬 | 0.03% | −360−3.1% | 減碼 |
| SLT Holdings LLC | 11,114 | $48.2 萬 | 0.46% | +11,114 | 新進 |
| Waterloo Capital, L.P. | 11,120 | $48.2 萬 | 0.05% | −1,009−8.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 11,129 | $48.3 萬 | 0.14% | −60−0.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,166 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 10,836 | $48.7 萬 | 0.01% | +1,661+18.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,422 | $49.5 萬 | 0.01% | −5,512−32.5% | 減碼 |
| Adapt Wealth Advisors, LLC | 11,435 | $49.6 萬 | 0.24% | +3,385+42.0% | 加碼 |
| Equitable Holdings, Inc. | 11,443 | $49.6 萬 | 0.00% | −313−2.7% | 減碼 |
| Wedbush Securities Inc | 11,475 | $49.8 萬 | 0.02% | +11,475 | 新進 |
| Klingman & Associates, LLC | 11,508 | $49.9 萬 | 0.03% | −39−0.3% | 減碼 |