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 |
|---|---|---|---|---|---|
| Northwest Bank & Trust Co | 22,877 | $109.1 萬 | 0.80% | −849−3.6% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 25,099 | $108.9 萬 | 0.03% | 00.0% | 不變 |
| Tandem Investment Advisors, Inc. | 25,008 | $108.5 萬 | 0.04% | −9,299−27.1% | 減碼 |
| Machina Capital S.A.S. | 25,008 | $108.5 萬 | 0.46% | +25,008 | 新進 |
| Madden Securities Corp | 24,900 | $108.0 萬 | 0.43% | −600−2.4% | 減碼 |
| Bank Ozk | 24,892 | $108.0 萬 | 0.45% | −4,801−16.2% | 減碼 |
| Voleon Capital Management LP | 24,754 | $107.4 萬 | 0.08% | +24,754 | 新進 |
| Maven Securities LTD | 24,709 | $107.2 萬 | 0.17% | −970−3.8% | 減碼 |
| Pensionmark Financial Group, LLC | 24,691 | $107.1 萬 | 0.03% | +10,205+70.4% | 加碼 |
| Bridges Investment Management Inc | 24,681 | $107.1 萬 | 0.01% | −94−0.4% | 減碼 |
| Hilltop Holdings Inc. | 24,644 | $106.9 萬 | 0.07% | +209+0.9% | 加碼 |
| CIBC World Markets Inc. | 24,642 | $106.9 萬 | 0.00% | −8,621−25.9% | 減碼 |
| Horizon Investments, LLC | 24,606 | $106.7 萬 | 0.03% | +442+1.8% | 加碼 |
| Greenwood Capital Associates LLC | 24,538 | $106.4 萬 | 0.14% | +1,084+4.6% | 加碼 |
| Snowden Capital Advisors LLC | 24,428 | $106.0 萬 | 0.03% | −1,115−4.4% | 減碼 |
| Great Lakes Retirement, Inc. | 24,293 | $105.4 萬 | 0.14% | −406−1.6% | 減碼 |
| Old North State Trust, LLC | 24,235 | $105.1 萬 | 0.67% | −1,162−4.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,205 | $105.0 萬 | 0.04% | −3,374−12.2% | 減碼 |
| Ingalls & Snyder LLC | 24,058 | $104.4 萬 | 0.04% | −63,466−72.5% | 減碼 |
| Spire Wealth Management | 23,885 | $103.6 萬 | 0.03% | −760−3.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 23,873 | $103.6 萬 | 0.25% | 00.0% | 不變 |
| Tiaa Trust, National Association | 23,822 | $103.3 萬 | 0.00% | +283+1.2% | 加碼 |
| Certified Advisory Corp | 23,746 | $103.0 萬 | 0.11% | +40.0% | 加碼 |
| Brighton Jones LLC | 23,581 | $102.3 萬 | 0.03% | +14,093+148.5% | 加碼 |
| Financial Security Advisor, Inc. | 23,120 | $100.3 萬 | 0.25% | −100.0% | 減碼 |
| Provident Investment Management, Inc. | 22,955 | $99.6 萬 | 0.10% | +2,775+13.8% | 加碼 |
| RFG Advisory, LLC | 22,954 | $99.6 萬 | 0.03% | −1,026−4.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,952 | $99.6 萬 | 0.00% | +3,468+17.8% | 加碼 |
| Widmann Financial Services, Inc. | 22,951 | $99.6 萬 | 0.77% | −79−0.3% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,933 | $99.6 萬 | 0.95% | −586−2.5% | 減碼 |
| BKD Wealth Advisors, LLC | 22,816 | $99.0 萬 | 0.02% | −136−0.6% | 減碼 |
| Huntleigh Advisors, Inc. | 22,715 | $98.5 萬 | 0.21% | +22,715 | 新進 |
| Moody National Bank Trust Division | 22,709 | $98.5 萬 | 0.10% | −692−3.0% | 減碼 |
| Boston Private Wealth LLC | 22,687 | $98.4 萬 | 0.02% | +22,687 | 新進 |
| KG&L Capital Management,LLC | 22,629 | $98.2 萬 | 0.32% | −300−1.3% | 減碼 |
| Bank & Trust Co | 22,299 | $96.7 萬 | 0.81% | −310−1.4% | 減碼 |
| Monument Capital Management | 22,280 | $96.7 萬 | 0.27% | 00.0% | 不變 |
| AXA S.A. | 22,189 | $96.3 萬 | 0.00% | −91,353−80.5% | 減碼 |
| Marino, Stram & Associates LLC | 22,109 | $95.9 萬 | 0.21% | +63+0.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 22,104 | $95.9 萬 | 0.05% | +6,813+44.6% | 加碼 |
| EPG Wealth Management LLC | 22,075 | $95.8 萬 | 0.25% | −191−0.9% | 減碼 |
| Salomon & Ludwin, LLC | 22,030 | $95.6 萬 | 0.10% | −1,917−8.0% | 減碼 |
| MUFG Securities Americas Inc. | 21,993 | $95.4 萬 | 0.12% | +21,993 | 新進 |
| Wetherby Asset Management Inc | 21,888 | $95.0 萬 | 0.05% | −509−2.3% | 減碼 |
| NewEdge Wealth, LLC | 21,863 | $94.8 萬 | 0.02% | +2,893+15.3% | 加碼 |
| Meridian Wealth Management, LLC | 21,838 | $94.7 萬 | 0.04% | +105+0.5% | 加碼 |
| Wealth Advisors of Tampa Bay, LLC | 21,815 | $94.6 萬 | 0.41% | −440−2.0% | 減碼 |
| Driehaus Capital Management LLC | 21,719 | $94.2 萬 | 0.01% | +6,465+42.4% | 加碼 |
| Oakworth Capital, Inc. | 21,536 | $93.4 萬 | 0.06% | −188−0.9% | 減碼 |
| Staley Capital Advisers Inc | 21,500 | $93.3 萬 | 0.04% | 00.0% | 不變 |
| Glenview Trust Co | 21,436 | $93.0 萬 | 0.02% | −4,823−18.4% | 減碼 |
| Coldstream Capital Management Inc | 21,355 | $92.6 萬 | 0.02% | +591+2.8% | 加碼 |
| South State Corp. | 21,282 | $92.3 萬 | 0.06% | −68−0.3% | 減碼 |
| Siemens Fonds Invest GmbH | 21,260 | $92.2 萬 | 0.10% | +1,354+6.8% | 加碼 |
| Applied Finance Capital Management, LLC | 21,188 | $91.9 萬 | 0.04% | +943+4.7% | 加碼 |
| Keystone Financial Group, Inc. | 21,133 | $91.7 萬 | 0.74% | +21,133 | 新進 |
| Vontobel Holding Ltd. | 21,070 | $91.4 萬 | 0.00% | −1,247−5.6% | 減碼 |
| Capital Asset Advisory Services LLC | 20,726 | $91.4 萬 | 0.05% | +10.0% | 加碼 |
| Compass Ion Advisors, LLC | 21,008 | $91.1 萬 | 0.11% | −24,343−53.7% | 減碼 |
| Park Circle Co | 20,930 | $90.8 萬 | 0.83% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 20,760 | $90.1 萬 | 0.03% | −23,087−52.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 20,714 | $89.9 萬 | 0.16% | +812+4.1% | 加碼 |
| Leavell Investment Management, Inc. | 20,650 | $89.6 萬 | 0.04% | +886+4.5% | 加碼 |
| Sigma Planning Corp | 20,624 | $89.5 萬 | 0.03% | +157+0.8% | 加碼 |
| Cornerstone Advisors, LLC | 20,600 | $89.4 萬 | 0.04% | 00.0% | 不變 |
| Ascent Group, LLC | 20,578 | $89.3 萬 | 0.07% | +15,660+318.4% | 加碼 |
| Meitav Dash Investments Ltd | 20,554 | $89.2 萬 | 0.02% | +2,762+15.5% | 加碼 |
| Cornerstone Advisory, LLC | 19,030 | $89.1 萬 | 0.10% | −769−3.9% | 減碼 |
| NewSquare Capital LLC | 20,532 | $89.1 萬 | 0.07% | +82+0.4% | 加碼 |
| BIP Wealth, LLC | 20,525 | $89.0 萬 | 0.06% | +12,052+142.2% | 加碼 |
| Plimoth Trust Co LLC | 20,517 | $89.0 萬 | 0.23% | −675−3.2% | 減碼 |
| Carson Advisory Inc. | 20,294 | $88.0 萬 | 0.61% | −49−0.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 20,003 | $86.8 萬 | 0.21% | −21,981−52.4% | 減碼 |
| Jefferies Financial Group Inc. | 20,000 | $86.8 萬 | 0.01% | +20,000 | 新進 |
| Canandaigua National Trust Co of Florida | 19,951 | $86.5 萬 | 0.68% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 19,943 | $86.5 萬 | 0.09% | +1,724+9.5% | 加碼 |
| Brown Brothers Harriman & Co | 19,613 | $85.1 萬 | 0.01% | −410−2.0% | 減碼 |
| Gratus Wealth Advisors, LLC | 19,529 | $84.7 萬 | 0.14% | −1,064−5.2% | 減碼 |
| Trust Investment Advisors | 19,381 | $84.1 萬 | 0.54% | −5,517−22.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 19,352 | $84.0 萬 | 0.05% | −1,058−5.2% | 減碼 |
| RMR Wealth Builders | 19,165 | $83.1 萬 | 0.09% | +324+1.7% | 加碼 |
| RFP Financial Group LLC | 19,119 | $82.9 萬 | 0.32% | −5,217−21.4% | 減碼 |
| Trust Co of Virginia | 19,091 | $82.8 萬 | 0.08% | −720−3.6% | 減碼 |
| Buckingham Strategic Partners | 19,064 | $82.7 萬 | 0.01% | −107−0.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 18,980 | $82.3 萬 | 0.02% | 00.0% | 不變 |
| Todd Asset Management LLC | 18,927 | $82.1 萬 | 0.02% | 00.0% | 不變 |
| Financial Advocates Investment Management | 18,921 | $82.1 萬 | 0.05% | −181−0.9% | 減碼 |
| Forum Financial Management, LP | 18,886 | $81.9 萬 | 0.01% | +8,489+81.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 18,982 | $81.2 萬 | 0.27% | +927+5.1% | 加碼 |
| TCW Group Inc | 18,707 | $81.2 萬 | 0.01% | +469+2.6% | 加碼 |
| Gsa Capital Partners LLP | 18,619 | $80.8 萬 | 0.06% | +18,619 | 新進 |
| CSS LLC | 18,618 | $80.8 萬 | 0.05% | 00.0% | 不變 |
| Financial Management Network Inc | 18,269 | $80.6 萬 | 0.17% | +30+0.2% | 加碼 |
| AlphaStar Capital Management, LLC | 18,527 | $80.4 萬 | 0.08% | −1,389−7.0% | 減碼 |
| Invst, LLC | 18,483 | $80.2 萬 | 0.10% | +93+0.5% | 加碼 |
| Pitcairn Co | 18,430 | $79.9 萬 | 0.05% | +209+1.1% | 加碼 |
| Valeo Financial Advisors, LLC | 18,278 | $79.3 萬 | 0.02% | −1,747−8.7% | 減碼 |
| American Trust | 18,147 | $78.7 萬 | 0.06% | −804−4.2% | 減碼 |
| First County Bank | 18,121 | $78.6 萬 | 0.44% | −502−2.7% | 減碼 |
| Sheets Smith Wealth Management | 18,065 | $78.4 萬 | 0.10% | +10+0.1% | 加碼 |