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 |
|---|---|---|---|---|---|
| Novus Advisors, LLC | 8,035 | $34.9 萬 | 0.35% | +8,035 | 新進 |
| Centiva Capital, LP | 8,017 | $34.8 萬 | 0.01% | −16,717−67.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Alpha Wealth Funds, LLC | 8,000 | $34.7 萬 | 0.36% | +8,000 | 新進 |
| Scotia Capital Inc. | 7,953 | $34.5 萬 | 0.00% | +19+0.2% | 加碼 |
| Toth Financial Advisory Corp | 7,871 | $34.1 萬 | 0.04% | +1,213+18.2% | 加碼 |
| Birmingham Capital Management Co Inc | 7,856 | $34.1 萬 | 0.13% | 00.0% | 不變 |
| ForthRight Wealth Management, LLC | 7,802 | $33.8 萬 | 0.11% | −1,658−17.5% | 減碼 |
| MBL Wealth, LLC | 7,740 | $33.6 萬 | 0.03% | +483+6.7% | 加碼 |
| 1st Source Bank | 7,735 | $33.6 萬 | 0.02% | +1,272+19.7% | 加碼 |
| Hill Investment Group Partners, LLC | 7,734 | $33.6 萬 | 0.04% | +139+1.8% | 加碼 |
| Aaron Wealth Advisors | 7,712 | $33.5 萬 | 0.04% | +227+3.0% | 加碼 |
| Aldebaran Financial Inc. | 7,711 | $33.4 萬 | 0.39% | +623+8.8% | 加碼 |
| Morris Financial Concepts, Inc. | 7,688 | $33.4 萬 | 0.14% | 00.0% | 不變 |
| Chancellor Financial Group WB LP | 7,577 | $32.9 萬 | 0.26% | +7,577 | 新進 |
| Personal Cfo Solutions, LLC | 7,508 | $32.6 萬 | 0.06% | +94+1.3% | 加碼 |
| Haverford Trust Co | 7,489 | $32.5 萬 | 0.00% | −5,140−40.7% | 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 |
| Park Place Capital Corp | 7,477 | $32.4 萬 | 0.09% | −3,003−28.7% | 減碼 |
| Whipplewood Advisors, LLC | 7,451 | $32.3 萬 | 0.18% | +7,451 | 新進 |
| Change Path, LLC | 7,428 | $32.2 萬 | 0.01% | −6,404−46.3% | 減碼 |
| Stone Point Wealth LLC | 7,400 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 7,391 | $32.1 萬 | 0.01% | +7,391 | 新進 |
| BankPlus Wealth Management LLC | 7,378 | $32.0 萬 | 0.24% | +7,378 | 新進 |
| Flow Traders U.S. LLC | 7,370 | $32.0 萬 | 0.01% | +7,370 | 新進 |
| SRS Capital Advisors, Inc. | 7,363 | $31.9 萬 | 0.02% | +3,801+106.7% | 加碼 |
| Ci Investments Inc. | 7,361 | $31.9 萬 | 0.00% | +1,822+32.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,328 | $31.8 萬 | 0.06% | −229−3.0% | 減碼 |
| LifeWealth Investments, LLC | 7,323 | $31.8 萬 | 0.21% | +7,323 | 新進 |
| Hexagon Capital Partners LLC | 7,309 | $31.7 萬 | 0.06% | −10−0.1% | 減碼 |
| tru Independence LLC | 7,309 | $31.7 萬 | 0.10% | +46+0.6% | 加碼 |
| Aegis Wealth Management LLC | 7,277 | $31.6 萬 | 0.21% | +7,277 | 新進 |
| Bingham Private Wealth, LLC | 7,267 | $31.5 萬 | 0.34% | +7,267 | 新進 |
| Daymark Wealth Partners, LLC | 7,231 | $31.4 萬 | 0.01% | +305+4.4% | 加碼 |
| Northstar Asset Management LLC | 7,193 | $31.2 萬 | 0.07% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 7,119 | $30.9 萬 | 0.04% | −319−4.3% | 減碼 |
| Paragon Capital Management Ltd | 7,111 | $30.9 萬 | 0.06% | −88−1.2% | 減碼 |
| Select Asset Management & Trust | 7,097 | $30.8 萬 | 0.12% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 7,086 | $30.7 萬 | 0.04% | +300+4.4% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $30.5 萬 | 0.32% | +25+0.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 7,015 | $30.4 萬 | 0.01% | +7,015 | 新進 |
| Greatmark Investment Partners, Inc. | 7,002 | $30.4 萬 | 0.04% | +1,324+23.3% | 加碼 |
| Itau Unibanco Holding S.A. | 7,000 | $30.4 萬 | 0.01% | +7,000 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 6,998 | $30.4 萬 | 0.09% | +6,998 | 新進 |
| Convergence Financial, LLC | 6,962 | $30.2 萬 | 0.06% | −321−4.4% | 減碼 |
| Biltmore Family Office, LLC | 6,950 | $30.1 萬 | 0.05% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 6,942 | $30.1 萬 | 0.00% | +1,093+18.7% | 加碼 |
| Accurate Wealth Management, LLC | 6,994 | $29.9 萬 | 0.06% | −1,171−14.3% | 減碼 |
| Capital City Trust Co | 6,857 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 6,848 | $29.7 萬 | 0.06% | +1,298+23.4% | 加碼 |
| Catalyst Financial Partners LLC | 6,846 | $29.7 萬 | 0.06% | +29+0.4% | 加碼 |
| Fonville Wealth Management LLC | 6,841 | $29.7 萬 | 0.10% | −873−11.3% | 減碼 |
| Keystone Financial Group | 6,798 | $29.6 萬 | 0.03% | +22+0.3% | 加碼 |
| Sapient Capital LLC | 6,768 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Graypoint LLC | 6,745 | $29.3 萬 | 0.02% | +550+8.9% | 加碼 |
| Meridian Financial Partners LLC | 6,721 | $29.2 萬 | 0.15% | +189+2.9% | 加碼 |
| Nilsine Partners, LLC | 6,701 | $29.1 萬 | 0.03% | +1,325+24.6% | 加碼 |
| Heartwood Wealth Advisors LLC | 6,698 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Eisler Capital Management Ltd. | 6,671 | $28.9 萬 | 0.01% | +6,671 | 新進 |
| Wagner Wealth Management, LLC | 6,658 | $28.9 萬 | 0.07% | −45−0.7% | 減碼 |
| ARS Wealth Advisors Group, LLC | 6,650 | $28.8 萬 | 0.04% | +322+5.1% | 加碼 |
| Councilmark Asset Management, LLC | 6,650 | $28.8 萬 | 0.19% | 00.0% | 不變 |
| Headinvest, LLC | 6,631 | $28.8 萬 | 0.05% | −2,622−28.3% | 減碼 |
| 1776 Wealth LLC | 6,600 | $28.6 萬 | 0.13% | −3,900−37.1% | 減碼 |
| Secure Asset Management, LLC | 6,572 | $28.5 萬 | 0.04% | −173−2.6% | 減碼 |
| Peachtree Investment Partners, LLC | 6,554 | $28.4 萬 | 0.11% | −175−2.6% | 減碼 |
| Geller Advisors LLC | 6,553 | $28.4 萬 | 0.02% | +156+2.4% | 加碼 |
| Quotient Wealth Partners, LLC | 6,528 | $28.3 萬 | 0.01% | −223−3.3% | 減碼 |
| Canton Hathaway, LLC | 6,516 | $28.3 萬 | 0.07% | 00.0% | 不變 |
| Family Legacy, Inc. | 6,433 | $28.3 萬 | 0.10% | 00.0% | 不變 |
| Timonier Family Office, LTD. | 6,492 | $28.2 萬 | 0.14% | +6,492 | 新進 |
| Kovack Advisors, Inc. | 6,468 | $28.1 萬 | 0.03% | −327−4.8% | 減碼 |
| WBH Advisory Inc | 6,395 | $27.7 萬 | 0.03% | −729−10.2% | 減碼 |
| Conning Inc. | 6,362 | $27.6 萬 | 0.01% | −1,310−17.1% | 減碼 |
| Bristlecone Advisors, LLC | 6,338 | $27.5 萬 | 0.02% | −2,101−24.9% | 減碼 |
| Integrated Advisors Network LLC | 6,316 | $27.4 萬 | 0.01% | +291+4.8% | 加碼 |
| Grove Bank & Trust | 6,311 | $27.4 萬 | 0.04% | +868+15.9% | 加碼 |
| Transcend Wealth Collective, LLC | 6,301 | $27.3 萬 | 0.02% | −61−1.0% | 減碼 |
| Avestar Capital, LLC | 6,299 | $27.3 萬 | 0.02% | +250+4.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,289 | $27.3 萬 | 0.01% | +1,855+41.8% | 加碼 |
| Stonegate Investment Group, LLC | 6,277 | $27.2 萬 | 0.01% | +1,473+30.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,246 | $27.1 萬 | 0.20% | +10.0% | 加碼 |
| RiverFront Investment Group, LLC | 6,223 | $27.0 萬 | 0.01% | +110+1.8% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 6,222 | $27.0 萬 | 0.10% | +50+0.8% | 加碼 |
| Phillips Wealth Planners LLC | 6,305 | $27.0 萬 | 0.27% | −38−0.6% | 減碼 |
| LifePlan Financial, LLC | 6,200 | $26.9 萬 | 0.24% | −277−4.3% | 減碼 |
| Rakuten Securities, Inc. | 6,185 | $26.8 萬 | 0.11% | −336−5.2% | 減碼 |
| New Wave Wealth Advisors LLC | 6,180 | $26.8 萬 | 0.11% | −372−5.7% | 減碼 |
| 1620 Investment Advisors, Inc. | 6,163 | $26.7 萬 | 0.20% | −124−2.0% | 減碼 |
| Sunpointe, LLC | 6,162 | $26.7 萬 | 0.13% | +49+0.8% | 加碼 |
| Fortress Wealth Group, LLC | 5,694 | $26.7 萬 | 0.13% | +234+4.3% | 加碼 |
| Capital Square, LLC | 5,663 | $26.6 萬 | 0.15% | +53+0.9% | 加碼 |
| Altrius Capital Management Inc | 6,127 | $26.6 萬 | 0.07% | +10.0% | 加碼 |
| Golden State Equity Partners | 6,124 | $26.6 萬 | 0.05% | −2,715−30.7% | 減碼 |
| United Community Bank | 6,103 | $26.5 萬 | 0.10% | −225−3.6% | 減碼 |
| Avaii Wealth Management, LLC | 6,102 | $26.5 萬 | 0.13% | −130−2.1% | 減碼 |
| GeoWealth Management, LLC | 6,079 | $26.4 萬 | 0.01% | −288−4.5% | 減碼 |
| FDx Advisors, Inc. | 6,065 | $26.3 萬 | 0.08% | −361−5.6% | 減碼 |