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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 14,846 | $64.4 萬 | 0.02% | −34,585−70.0% | 減碼 |
| HM Payson & Co | 14,855 | $64.4 萬 | 0.01% | −50.0% | 減碼 |
| Evergreen Capital Management LLC | 14,912 | $64.7 萬 | 0.02% | +136+0.9% | 加碼 |
| Loomis Sayles & Co L P | 14,973 | $65.0 萬 | 0.00% | −1,974−11.6% | 減碼 |
| Live Oak Private Wealth LLC | 15,075 | $65.4 萬 | 0.11% | −335−2.2% | 減碼 |
| First City Capital Management, Inc. | 15,101 | $65.5 萬 | 0.35% | +520+3.6% | 加碼 |
| Delta Accumulation, LLC | 15,339 | $65.6 萬 | 4.09% | +40.0% | 加碼 |
| Eqis Capital Management, Inc. | 15,201 | $65.9 萬 | 0.05% | +2,151+16.5% | 加碼 |
| Sumitomo Life Insurance Co | 15,240 | $66.1 萬 | 0.01% | −592−3.7% | 減碼 |
| Community Bank & Trust, Waco, Texas | 15,286 | $66.3 萬 | 0.15% | +2,551+20.0% | 加碼 |
| Wealth Quarterback LLC | 15,287 | $66.3 萬 | 0.31% | +266+1.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 15,298 | $66.4 萬 | 0.02% | +15,298 | 新進 |
| City Holding Co | 15,368 | $66.7 萬 | 0.09% | 00.0% | 不變 |
| Dover Advisors, LLC | 15,453 | $67.0 萬 | 0.38% | −400−2.5% | 減碼 |
| Callan Family Office, LLC | 15,488 | $67.2 萬 | 0.04% | +15,488 | 新進 |
| Virtu Financial LLC | 15,564 | $67.5 萬 | 0.04% | +15,564 | 新進 |
| Morningstar Investment Management LLC | 15,631 | $67.8 萬 | 0.05% | −31,533−66.9% | 減碼 |
| Atticus Wealth Management, LLC | 15,634 | $67.8 萬 | 0.21% | 00.0% | 不變 |
| Busey Wealth Management | 15,641 | $67.9 萬 | 0.02% | −751−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,675 | $68.0 萬 | 0.01% | −3,795−19.5% | 減碼 |
| Trust Asset Management LLC | 15,787 | $68.5 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 15,792 | $68.5 萬 | 0.02% | +344+2.2% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 15,805 | $68.6 萬 | 0.10% | −1,110−6.6% | 減碼 |
| Penserra Capital Management LLC | 15,873 | $68.6 萬 | 0.01% | +2,465+18.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 15,824 | $68.6 萬 | 0.09% | +750+5.0% | 加碼 |
| FLC Capital Advisors | 15,849 | $68.8 萬 | 0.16% | 00.0% | 不變 |
| Fee-Only Financial Planning, L.C. | 15,886 | $68.9 萬 | 0.45% | −1,260−7.3% | 減碼 |
| Inspirion Wealth Advisors, LLC | 15,700 | $69.0 萬 | 0.10% | 00.0% | 不變 |
| Broyhill Asset Management | 15,980 | $69.3 萬 | 0.61% | +15,980 | 新進 |
| Midland Wealth Advisors LLC | 16,023 | $69.5 萬 | 0.04% | −1,782−10.0% | 減碼 |
| Foster & Motley Inc | 16,051 | $69.6 萬 | 0.05% | +5,014+45.4% | 加碼 |
| Essex Financial Services, Inc. | 16,157 | $70.1 萬 | 0.05% | +14+0.1% | 加碼 |
| Reuter James Wealth Management, LLC | 16,261 | $70.5 萬 | 0.13% | −478−2.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 16,269 | $70.6 萬 | 0.05% | −553−3.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,278 | $70.6 萬 | 0.06% | +1,302+8.7% | 加碼 |
| Woodard & Co Asset Management Group Inc | 16,288 | $70.7 萬 | 0.15% | −300−1.8% | 減碼 |
| Dudley Capital Management, LLC | 16,328 | $70.8 萬 | 0.36% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 16,500 | $71.6 萬 | 0.02% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 16,778 | $71.8 萬 | 0.31% | +16,778 | 新進 |
| Signature Estate & Investment Advisors LLC | 16,592 | $72.0 萬 | 0.02% | +189+1.2% | 加碼 |
| Resources Management Corp | 16,600 | $72.0 萬 | 0.10% | 00.0% | 不變 |
| Gabelli Funds LLC | 16,700 | $72.4 萬 | 0.01% | −300−1.8% | 減碼 |
| OmniStar Financial Group, Inc. | 16,722 | $72.5 萬 | 0.58% | +84+0.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 16,752 | $72.7 萬 | 0.20% | −573−3.3% | 減碼 |
| Venturi Wealth Management, LLC | 16,799 | $72.9 萬 | 0.04% | +6,570+64.2% | 加碼 |
| Rossmore Private Capital | 16,817 | $73.0 萬 | 0.09% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 16,836 | $73.0 萬 | 0.08% | −533−3.1% | 減碼 |
| Canal Capital Management, LLC | 17,002 | $73.8 萬 | 0.12% | +62+0.4% | 加碼 |
| Eastover Investment Advisors LLC | 17,074 | $74.1 萬 | 0.35% | +154+0.9% | 加碼 |
| Strategic Advisors LLC | 17,100 | $74.2 萬 | 0.13% | +1,500+9.6% | 加碼 |
| First Horizon Advisors, Inc. | 17,116 | $74.3 萬 | 0.02% | −280−1.6% | 減碼 |
| Atomi Financial Group, Inc. | 17,120 | $74.3 萬 | 0.04% | +1,444+9.2% | 加碼 |
| Leisure Capital Management | 17,208 | $74.6 萬 | 0.29% | −957−5.3% | 減碼 |
| Aspire Private Capital, LLC | 17,300 | $75.0 萬 | 0.19% | −172−1.0% | 減碼 |
| AlTi Global, Inc. | 15,772 | $75.1 萬 | 0.02% | +11+0.1% | 加碼 |
| Oxford Asset Management LLP | 17,322 | $75.1 萬 | 0.33% | +17,322 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 17,524 | $76.0 萬 | 0.15% | +1,405+8.7% | 加碼 |
| Mangrove Partners | 17,542 | $76.1 萬 | 0.09% | +17,542 | 新進 |
| Mayfair Advisory Group, LLC | 17,597 | $76.3 萬 | 0.45% | +2,000+12.8% | 加碼 |
| Capital Management Associates | 17,607 | $76.4 萬 | 0.90% | −4,067−18.8% | 減碼 |
| Elevated Capital Advisors, LLC | 17,629 | $76.5 萬 | 0.21% | −379−2.1% | 減碼 |
| Brady Family Wealth, LLC | 17,657 | $76.6 萬 | 0.24% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 17,690 | $76.7 萬 | 0.14% | +17,690 | 新進 |
| Pine Valley Investments Ltd Liability Co | 17,727 | $76.9 萬 | 0.05% | +1,137+6.9% | 加碼 |
| Ignite Planners, LLC | 17,499 | $77.2 萬 | 0.17% | +246+1.4% | 加碼 |
| Intrua Financial, LLC | 17,804 | $77.2 萬 | 0.13% | −4,159−18.9% | 減碼 |
| David Loasby | 18,138 | $77.6 萬 | 0.07% | +665+3.8% | 加碼 |
| Eads & Heald Wealth Management | 17,939 | $77.8 萬 | 0.38% | +3,925+28.0% | 加碼 |
| Summit Trail Advisors, LLC | 18,028 | $78.2 萬 | 0.03% | +2,799+18.4% | 加碼 |
| Sheets Smith Wealth Management | 18,065 | $78.4 萬 | 0.10% | +10+0.1% | 加碼 |
| First County Bank | 18,121 | $78.6 萬 | 0.44% | −502−2.7% | 減碼 |
| American Trust | 18,147 | $78.7 萬 | 0.06% | −804−4.2% | 減碼 |
| Valeo Financial Advisors, LLC | 18,278 | $79.3 萬 | 0.02% | −1,747−8.7% | 減碼 |
| Pitcairn Co | 18,430 | $79.9 萬 | 0.05% | +209+1.1% | 加碼 |
| Invst, LLC | 18,483 | $80.2 萬 | 0.10% | +93+0.5% | 加碼 |
| AlphaStar Capital Management, LLC | 18,527 | $80.4 萬 | 0.08% | −1,389−7.0% | 減碼 |
| Financial Management Network Inc | 18,269 | $80.6 萬 | 0.17% | +30+0.2% | 加碼 |
| CSS LLC | 18,618 | $80.8 萬 | 0.05% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 18,619 | $80.8 萬 | 0.06% | +18,619 | 新進 |
| TCW Group Inc | 18,707 | $81.2 萬 | 0.01% | +469+2.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 18,982 | $81.2 萬 | 0.27% | +927+5.1% | 加碼 |
| Forum Financial Management, LP | 18,886 | $81.9 萬 | 0.01% | +8,489+81.6% | 加碼 |
| Financial Advocates Investment Management | 18,921 | $82.1 萬 | 0.05% | −181−0.9% | 減碼 |
| Todd Asset Management LLC | 18,927 | $82.1 萬 | 0.02% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 18,980 | $82.3 萬 | 0.02% | 00.0% | 不變 |
| Buckingham Strategic Partners | 19,064 | $82.7 萬 | 0.01% | −107−0.6% | 減碼 |
| Trust Co of Virginia | 19,091 | $82.8 萬 | 0.08% | −720−3.6% | 減碼 |
| RFP Financial Group LLC | 19,119 | $82.9 萬 | 0.32% | −5,217−21.4% | 減碼 |
| RMR Wealth Builders | 19,165 | $83.1 萬 | 0.09% | +324+1.7% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 19,352 | $84.0 萬 | 0.05% | −1,058−5.2% | 減碼 |
| Trust Investment Advisors | 19,381 | $84.1 萬 | 0.54% | −5,517−22.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 19,529 | $84.7 萬 | 0.14% | −1,064−5.2% | 減碼 |
| Brown Brothers Harriman & Co | 19,613 | $85.1 萬 | 0.01% | −410−2.0% | 減碼 |
| Smartleaf Asset Management LLC | 19,943 | $86.5 萬 | 0.09% | +1,724+9.5% | 加碼 |
| Canandaigua National Trust Co of Florida | 19,951 | $86.5 萬 | 0.68% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 20,000 | $86.8 萬 | 0.01% | +20,000 | 新進 |
| Legacy Capital Wealth Partners, LLC | 20,003 | $86.8 萬 | 0.21% | −21,981−52.4% | 減碼 |
| Carson Advisory Inc. | 20,294 | $88.0 萬 | 0.61% | −49−0.2% | 減碼 |
| Plimoth Trust Co LLC | 20,517 | $89.0 萬 | 0.23% | −675−3.2% | 減碼 |
| BIP Wealth, LLC | 20,525 | $89.0 萬 | 0.06% | +12,052+142.2% | 加碼 |