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 |
|---|---|---|---|---|---|
| Davis R M Inc | 6,036 | $26.2 萬 | 0.01% | +1,038+20.8% | 加碼 |
| Avantra Family Wealth, Inc. | 6,035 | $26.2 萬 | 0.24% | +6,035 | 新進 |
| Main Street Financial Solutions, LLC | 5,996 | $26.0 萬 | 0.03% | −156−2.5% | 減碼 |
| CVA Family Office, LLC | 5,964 | $25.9 萬 | 0.04% | +348+6.2% | 加碼 |
| Evermay Wealth Management LLC | 5,955 | $25.8 萬 | 0.04% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 5,951 | $25.8 萬 | 0.21% | +5,951 | 新進 |
| RMB Capital Management, LLC | 5,947 | $25.8 萬 | 0.01% | +20.0% | 加碼 |
| Strategic Wealth Designers | 5,941 | $25.8 萬 | 0.02% | −63−1.0% | 減碼 |
| Everstar Asset Management, LLC | 5,920 | $25.7 萬 | 0.18% | +5,920 | 新進 |
| Lantz Financial LLC | 5,916 | $25.7 萬 | 0.07% | +184+3.2% | 加碼 |
| Klingenstein Fields & Co LP | 5,912 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 5,895 | $25.6 萬 | 0.01% | +5,895 | 新進 |
| Rock Point Advisors, LLC | 5,875 | $25.5 萬 | 0.07% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 5,836 | $25.4 萬 | 0.03% | −80−1.4% | 減碼 |
| Farmers Trust Co | 5,834 | $25.3 萬 | 0.05% | −550−8.6% | 減碼 |
| D'Orazio & Associates, Inc. | 5,816 | $25.2 萬 | 0.04% | +36+0.6% | 加碼 |
| Capital Analysts, LLC | 5,814 | $25.2 萬 | 0.01% | +1,216+26.4% | 加碼 |
| Ameritas Advisory Services, LLC | 5,795 | $25.1 萬 | 0.01% | +5,795 | 新進 |
| Lindbrook Capital, LLC | 5,780 | $25.1 萬 | 0.02% | +68+1.2% | 加碼 |
| Waddell & Associates, LLC | 5,775 | $25.1 萬 | 0.03% | +24+0.4% | 加碼 |
| Calton & Associates, Inc. | 5,771 | $25.0 萬 | 0.11% | −4−0.1% | 減碼 |
| Capstone Investment Advisors, LLC | 5,762 | $25.0 萬 | 0.00% | +149+2.7% | 加碼 |
| Baron Wealth Management LLC | 5,727 | $24.8 萬 | 0.12% | −6−0.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,709 | $24.8 萬 | 0.01% | −520−8.3% | 減碼 |
| TAGStone Capital, Inc. | 5,725 | $24.8 萬 | 0.12% | +5,725 | 新進 |
| Traveka Wealth, LLC | 5,699 | $24.7 萬 | 0.14% | −12−0.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,697 | $24.7 萬 | 0.01% | +5,697 | 新進 |
| Castleview Partners, LLC | 5,659 | $24.5 萬 | 0.13% | +531+10.4% | 加碼 |
| Ritholtz Wealth Management | 5,628 | $24.4 萬 | 0.01% | +5,628 | 新進 |
| Trust Point Inc. | 5,627 | $24.4 萬 | 0.02% | +47+0.8% | 加碼 |
| Smith Thornton Advisors LLC | 5,602 | $24.3 萬 | 0.15% | −173−3.0% | 減碼 |
| Smith & Howard Wealth Management, LLC | 5,575 | $24.2 萬 | 0.07% | −8,911−61.5% | 減碼 |
| SageView Advisory Group, LLC | 5,528 | $24.0 萬 | 0.01% | +5,528 | 新進 |
| Fortis Capital Advisors, LLC | 5,382 | $23.9 萬 | 0.08% | −9,935−64.9% | 減碼 |
| Signal Advisors Wealth, LLC | 5,507 | $23.9 萬 | 0.03% | +5,507 | 新進 |
| High Net Worth Advisory Group LLC | 5,477 | $23.8 萬 | 0.07% | 00.0% | 不變 |
| Central Trust Co | 5,475 | $23.8 萬 | 0.01% | −186−3.3% | 減碼 |
| Lantern Wealth Advisors, LLC | 5,473 | $23.7 萬 | 0.15% | +412+8.1% | 加碼 |
| Mather Group, LLC. | 5,471 | $23.7 萬 | 0.00% | +46+0.8% | 加碼 |
| Muirfield Wealth Advisors LLC | 5,468 | $23.7 萬 | 0.20% | +59+1.1% | 加碼 |
| Simon Quick Advisors, LLC | 5,466 | $23.7 萬 | 0.01% | +697+14.6% | 加碼 |
| Advisory Alpha, LLC | 5,464 | $23.7 萬 | 0.01% | −115−2.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 5,452 | $23.7 萬 | 0.00% | +294+5.7% | 加碼 |
| USA Financial Portformulas Corp | 5,442 | $23.6 萬 | 0.04% | −90−1.6% | 減碼 |
| Tritonpoint Wealth, LLC | 5,433 | $23.6 萬 | 0.02% | −2,171−28.6% | 減碼 |
| Cable Hill Partners, LLC | 5,431 | $23.6 萬 | 0.02% | −829−13.2% | 減碼 |
| Cannon Wealth Management Services, LLC | 5,014 | $23.5 萬 | 0.20% | −610−10.8% | 減碼 |
| Tompkins Financial Corp | 5,412 | $23.5 萬 | 0.02% | +2,241+70.7% | 加碼 |
| Apexium Financial, LP | 5,402 | $23.4 萬 | 0.01% | +460+9.3% | 加碼 |
| Next Level Private LLC | 5,385 | $23.4 萬 | 0.09% | +57+1.1% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,360 | $23.3 萬 | 0.04% | −48−0.9% | 減碼 |
| Cape Investment Advisory, Inc. | 5,344 | $23.2 萬 | 0.09% | +36+0.7% | 加碼 |
| Chicago Partners Investment Group LLC | 5,270 | $23.2 萬 | 0.01% | +122+2.4% | 加碼 |
| SC&H Financial Advisors, Inc. | 5,333 | $23.1 萬 | 0.05% | 00.0% | 不變 |
| Balboa Wealth Partners | 5,324 | $23.1 萬 | 0.05% | +5,324 | 新進 |
| Augustine Asset Management Inc | 5,318 | $23.1 萬 | 0.06% | −244−4.4% | 減碼 |
| TradeWell Securities, LLC. | 5,311 | $23.0 萬 | 0.12% | +5,311 | 新進 |
| Caldwell Trust Co | 5,310 | $23.0 萬 | 0.02% | −1,578−22.9% | 減碼 |
| Future Financial Wealth Managment LLC | 5,300 | $23.0 萬 | 0.17% | 00.0% | 不變 |
| Genesis Private Wealth, LLC | 5,266 | $22.8 萬 | 0.13% | +5,266 | 新進 |
| Element Wealth, LLC | 5,259 | $22.8 萬 | 0.12% | +9+0.2% | 加碼 |
| West Family Investments, Inc. | 5,256 | $22.8 萬 | 0.08% | −46−0.9% | 減碼 |
| Mendel Money Management | 5,224 | $22.7 萬 | 0.10% | −600−10.3% | 減碼 |
| PFW Advisors LLC | 5,221 | $22.7 萬 | 0.07% | +5,221 | 新進 |
| M. Kulyk & Associates, LLC | 5,210 | $22.6 萬 | 0.05% | −16−0.3% | 減碼 |
| Philadelphia Trust Co | 5,207 | $22.6 萬 | 0.02% | −1,045−16.7% | 減碼 |
| First Dallas Securities Inc. | 5,200 | $22.6 萬 | 0.09% | +5,200 | 新進 |
| Keynote Financial Services LLC | 5,203 | $22.6 萬 | 0.17% | 00.0% | 不變 |
| Clear Street Markets LLC | 5,200 | $22.6 萬 | 0.08% | −1,200−18.8% | 減碼 |
| Montchanin Asset Management, LLC | 5,190 | $22.5 萬 | 0.22% | −6,500−55.6% | 減碼 |
| Cassia Capital Partners, LLC | 5,149 | $22.3 萬 | 0.14% | −2,162−29.6% | 減碼 |
| L2 Asset Management, LLC | 5,140 | $22.3 萬 | 0.05% | −142−2.7% | 減碼 |
| Nixon Peabody Trust Co | 5,137 | $22.3 萬 | 0.02% | +5,137 | 新進 |
| Atlantic Family Wealth, LLC | 5,108 | $22.2 萬 | 0.26% | +5,108 | 新進 |
| Journey Strategic Wealth LLC | 5,105 | $22.1 萬 | 0.01% | +5,105 | 新進 |
| Shayne & Co., LLC | 5,086 | $22.1 萬 | 0.06% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 5,076 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Romano Brothers and Company | 5,075 | $22.0 萬 | 0.03% | −850−14.3% | 減碼 |
| Chicago Capital, LLC | 5,068 | $22.0 萬 | 0.01% | +5,068 | 新進 |
| Yeomans Consulting Group, Inc. | 5,062 | $22.0 萬 | 0.08% | −24−0.5% | 減碼 |
| World Equity Group, Inc. | 5,050 | $21.9 萬 | 0.05% | +5,050 | 新進 |
| LongView Wealth Management | 4,975 | $21.6 萬 | 0.07% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 4,553 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,967 | $21.5 萬 | 0.07% | −616−11.0% | 減碼 |
| Anchor Pointe Wealth Management, LLC | 4,960 | $21.5 萬 | 0.28% | +4,960 | 新進 |
| Invesco, LLC | 4,936 | $21.4 萬 | 0.09% | −649−11.6% | 減碼 |
| VSM Wealth Advisory, LLC | 4,930 | $21.4 萬 | 0.08% | +4,930 | 新進 |
| TrueWealth Advisors, LLC | 4,913 | $21.3 萬 | 0.07% | +53+1.1% | 加碼 |
| Western Wealth Management, LLC | 4,910 | $21.3 萬 | 0.01% | −188−3.7% | 減碼 |
| LexAurum Advisors, LLC | 4,909 | $21.3 萬 | 0.04% | −2,192−30.9% | 減碼 |
| Harbour Trust & Investment Management Co | 4,906 | $21.3 萬 | 0.02% | −298−5.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,888 | $21.2 萬 | 0.02% | +4,888 | 新進 |
| Norden Group LLC | 4,876 | $21.2 萬 | 0.02% | +4,876 | 新進 |
| American Capital Advisory, LLC | 4,876 | $21.2 萬 | 0.12% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $21.1 萬 | 0.09% | 00.0% | 不變 |
| Eastern Bank | 4,859 | $21.1 萬 | 0.00% | +381+8.5% | 加碼 |
| Fidelis Capital Partners, LLC | 4,479 | $21.0 萬 | 0.02% | +4,479 | 新進 |
| First American Trust, FSB | 4,833 | $21.0 萬 | 0.02% | −592−10.9% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 4,825 | $20.9 萬 | 0.07% | +83+1.8% | 加碼 |