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 1,706 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。
2025 年第 1 季 13F 持有人
Truist Financial Corp 在 2025/3/31 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
- 1,558
- 較 2024 年第 4 季 +13 家
- 持有股數
- 9.77 億
- 較 2024 年第 4 季 +1,093 萬 (+1.1%)
- 總市值
- $400.6 億
- 較 2024 年第 4 季 −$18.3 億 (−4.4%)
- 新進機構
- 119
- 另有 631 家加碼
- 清倉機構
- 106
- 另有 598 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | 1,706 | $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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2,164 | $8.91 萬 | 0.00% | +323+17.5% | 加碼 |
| Golden State Wealth Management, LLC | 2,168 | $8.92 萬 | 0.01% | +10.0% | 加碼 |
| Gables Capital Management Inc. | 2,171 | $8.93 萬 | 0.04% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 2,175 | $8.95 萬 | 0.04% | 00.0% | 不變 |
| Quent Capital, LLC | 2,188 | $9.01 萬 | 0.01% | −438−16.7% | 減碼 |
| Hughes Financial Services, LLC | 2,292 | $9.40 萬 | 0.02% | +2,292 | 新進 |
| Private Wealth Asset Management, LLC | 2,311 | $9.51 萬 | 0.01% | +2,311 | 新進 |
| Clear Investment Research, LLC | 2,360 | $9.71 萬 | 0.13% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 2,416 | $9.94 萬 | 0.02% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 2,430 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Curat Global, LLC | 2,443 | $10.1 萬 | 0.12% | +2,443 | 新進 |
| Sunbelt Securities, Inc. | 2,469 | $10.2 萬 | 0.01% | +261+11.8% | 加碼 |
| Millstone Evans Group, LLC | 2,483 | $10.2 萬 | 0.07% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 2,505 | $10.3 萬 | 0.00% | +102+4.2% | 加碼 |
| Silvant Capital Management LLC | 2,587 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,630 | $10.8 萬 | 0.01% | −482−15.5% | 減碼 |
| Riverview Trust Co | 2,712 | $11.2 萬 | 0.11% | 00.0% | 不變 |
| Evolution Advisers, Inc. | 74,770 | $11.2 萬 | 0.06% | −160.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,827 | $11.6 萬 | 0.00% | −1,818−39.1% | 減碼 |
| Quarry LP | 2,820 | $11.6 萬 | 0.03% | +2,820 | 新進 |
| Atlantic Edge Private Wealth Management, LLC | 2,821 | $11.6 萬 | 0.04% | +75+2.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 2,853 | $11.7 萬 | 0.04% | −5−0.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,858 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Nemes Rush Group LLC | 2,865 | $11.8 萬 | 0.01% | −932−24.5% | 減碼 |
| Exchange Traded Concepts, LLC | 2,886 | $11.9 萬 | 0.00% | +515+21.7% | 加碼 |
| First PREMIER Bank | 3,000 | $12.3 萬 | 0.03% | 00.0% | 不變 |
| Viking Fund Management LLC | 3,000 | $12.3 萬 | 0.02% | +3,000 | 新進 |
| Binnacle Investments Inc | 3,044 | $12.5 萬 | 0.09% | +3,044 | 新進 |
| Caldwell Sutter Capital, Inc. | 3,053 | $12.6 萬 | 0.06% | −261−7.9% | 減碼 |
| TD Waterhouse Canada Inc. | 3,114 | $12.8 萬 | 0.00% | −69−2.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 3,146 | $12.9 萬 | 0.07% | +379+13.7% | 加碼 |
| Curio Wealth, LLC | 2 | $13.1 萬 | 0.07% | −1,035−99.8% | 減碼 |
| Versant Capital Management, Inc | 3,208 | $13.2 萬 | 0.02% | +1,895+144.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,234 | $13.3 萬 | 0.07% | 00.0% | 不變 |
| Investment Management Corp | 3,318 | $13.7 萬 | 0.12% | +515+18.4% | 加碼 |
| Asset Dedication, LLC | 3,321 | $13.7 萬 | 0.01% | +27+0.8% | 加碼 |
| Creative Financial Designs Inc | 3,358 | $13.8 萬 | 0.01% | −119−3.4% | 減碼 |
| Global Trust Asset Management, LLC | 3,401 | $14.0 萬 | 0.09% | −250−6.8% | 減碼 |
| MV Capital Management, Inc. | 3,416 | $14.1 萬 | 0.02% | +137+4.2% | 加碼 |
| Hartford Financial Management Inc. | 3,449 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| Fairscale Capital, LLC | 3,503 | $14.4 萬 | 0.13% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 3,540 | $14.6 萬 | 0.03% | +3,514+13,515.4% | 加碼 |
| Dakota Community Bank & Trust NA | 3,545 | $14.6 萬 | 0.70% | −113−3.1% | 減碼 |
| Skopos Labs, Inc. | 3,568 | $14.7 萬 | 0.03% | +1,003+39.1% | 加碼 |
| Bruce G. Allen Investments, LLC | 3,733 | $15.4 萬 | 0.12% | −264−6.6% | 減碼 |
| Sentry Investment Management LLC | 4,387 | $15.4 萬 | 0.10% | +4,387 | 新進 |
| CarsonAllaria Wealth Management, Ltd. | 3,743 | $15.4 萬 | 0.09% | +106+2.9% | 加碼 |
| Manchester Capital Management LLC | 3,898 | $16.0 萬 | 0.02% | +288+8.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,982 | $16.4 萬 | 0.04% | −470−10.6% | 減碼 |
| Wellington Shields & Co., LLC | 4,000 | $16.5 萬 | 0.05% | 00.0% | 不變 |
| Horizon Bancorp Inc | 4,023 | $16.6 萬 | 0.09% | −458−10.2% | 減碼 |
| Cromwell Holdings LLC | 4,108 | $16.9 萬 | 0.11% | 00.0% | 不變 |
| LRI Investments, LLC | 4,179 | $17.2 萬 | 0.02% | 00.0% | 不變 |
| Accordant Advisory Group Inc | 4,299 | $17.7 萬 | 0.17% | 00.0% | 不變 |
| Grove Bank & Trust | 4,324 | $17.8 萬 | 0.02% | −1,987−31.5% | 減碼 |
| Sound Income Strategies, LLC | 4,370 | $18.0 萬 | 0.01% | −340−7.2% | 減碼 |
| Bollard Group LLC | 4,422 | $18.2 萬 | 0.00% | +49+1.1% | 加碼 |
| American Capital Advisory, LLC | 4,476 | $18.4 萬 | 0.10% | −400−8.2% | 減碼 |
| Future Financial Wealth Managment LLC | 4,700 | $19.3 萬 | 0.14% | −600−11.3% | 減碼 |
| Eastern Bank | 4,859 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $20.0 萬 | 0.09% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 4,905 | $20.2 萬 | 0.04% | −4−0.1% | 減碼 |
| VSM Wealth Advisory, LLC | 4,930 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| Baron Wealth Management LLC | 4,941 | $20.3 萬 | 0.09% | −786−13.7% | 減碼 |
| TrueWealth Advisors, LLC | 4,964 | $20.4 萬 | 0.07% | +51+1.0% | 加碼 |
| LongView Wealth Management | 4,975 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| Avantra Family Wealth, Inc. | 4,985 | $20.5 萬 | 0.20% | −1,050−17.4% | 減碼 |
| Gateway Investment Advisers LLC | 4,989 | $20.5 萬 | 0.00% | +4,989 | 新進 |
| Legacy Advisors, LLC | 5,035 | $20.7 萬 | 0.02% | +5,035 | 新進 |
| Enterprise Bank & Trust Co | 5,051 | $20.8 萬 | 0.08% | +5,051 | 新進 |
| Yeomans Consulting Group, Inc. | 5,062 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 5,063 | $20.8 萬 | 0.09% | −1,117−18.1% | 減碼 |
| Spirepoint Private Client, LLC | 5,066 | $20.8 萬 | 0.03% | −10−0.2% | 減碼 |
| Providence Capital Advisors, LLC | 5,075 | $20.9 萬 | 0.04% | +5,075 | 新進 |
| Ambassador Advisors, LLC | 5,084 | $20.9 萬 | 0.04% | +419+9.0% | 加碼 |
| Shayne & Co., LLC | 5,086 | $20.9 萬 | 0.05% | 00.0% | 不變 |
| Old Port Advisors | 5,092 | $21.0 萬 | 0.06% | +5,092 | 新進 |
| Lindbrook Capital, LLC | 5,095 | $21.0 萬 | 0.02% | −685−11.9% | 減碼 |
| 1776 Wealth LLC | 5,100 | $21.0 萬 | 0.10% | −1,500−22.7% | 減碼 |
| TradeWell Securities, LLC. | 5,149 | $21.2 萬 | 0.12% | −162−3.1% | 減碼 |
| Joel Isaacson & Co., LLC | 5,180 | $21.3 萬 | 0.01% | +5,180 | 新進 |
| Headinvest, LLC | 5,186 | $21.3 萬 | 0.04% | −1,445−21.8% | 減碼 |
| Avestar Capital, LLC | 5,189 | $21.4 萬 | 0.02% | −1,110−17.6% | 減碼 |
| Philadelphia Trust Co | 5,207 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Keynote Financial Services LLC | 5,203 | $21.4 萬 | 0.15% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 5,210 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| PFW Advisors LLC | 5,224 | $21.5 萬 | 0.07% | +3+0.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,227 | $21.5 萬 | 0.01% | −1,788−25.5% | 減碼 |
| Cannon Wealth Management Services, LLC | 5,559 | $21.5 萬 | 0.19% | +545+10.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,967 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Quest Partners LLC | 5,246 | $21.6 萬 | 0.02% | −5,578−51.5% | 減碼 |
| West Family Investments, Inc. | 5,256 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,258 | $21.6 萬 | 0.01% | −4,669−47.0% | 減碼 |
| Journey Strategic Wealth LLC | 5,262 | $21.7 萬 | 0.01% | +157+3.1% | 加碼 |
| Harbour Investments, Inc. | 5,265 | $21.7 萬 | 0.01% | +1,305+33.0% | 加碼 |
| Element Wealth, LLC | 5,269 | $21.7 萬 | 0.12% | +10+0.2% | 加碼 |
| Cape Investment Advisory, Inc. | 5,290 | $21.8 萬 | 0.09% | −54−1.0% | 減碼 |
| Genesis Private Wealth, LLC | 5,298 | $21.8 萬 | 0.12% | +32+0.6% | 加碼 |
| GeoWealth Management, LLC | 5,302 | $21.8 萬 | 0.01% | −777−12.8% | 減碼 |
| SC&H Financial Advisors, Inc. | 5,333 | $21.9 萬 | 0.04% | 00.0% | 不變 |