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。
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 | 1,707 | $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 |
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 |
|---|---|---|---|---|---|
| Atlantic Family Wealth, LLC | 5,338 | $22.0 萬 | 0.20% | +230+4.5% | 加碼 |
| Smith, Moore & Co. | 5,356 | $22.0 萬 | 0.02% | +5,356 | 新進 |
| Phillips Wealth Planners LLC | 6,231 | $22.1 萬 | 0.23% | −74−1.2% | 減碼 |
| Fortress Wealth Group, LLC | 5,694 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 5,400 | $22.2 萬 | 0.19% | +5,400 | 新進 |
| Apexium Financial, LP | 5,431 | $22.3 萬 | 0.01% | +29+0.5% | 加碼 |
| Central Trust Co | 5,445 | $22.4 萬 | 0.01% | −30−0.5% | 減碼 |
| Next Level Private LLC | 5,446 | $22.4 萬 | 0.08% | +61+1.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,457 | $22.5 萬 | 0.02% | +569+11.6% | 加碼 |
| Rock Point Advisors, LLC | 5,475 | $22.5 萬 | 0.07% | −400−6.8% | 減碼 |
| High Net Worth Advisory Group LLC | 5,477 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 5,500 | $22.6 萬 | 0.04% | +58+1.1% | 加碼 |
| Madison Asset Management, LLC | 5,500 | $22.6 萬 | 0.00% | +5,500 | 新進 |
| Capital Analysts, LLC | 5,514 | $22.7 萬 | 0.01% | −300−5.2% | 減碼 |
| Muirfield Wealth Advisors LLC | 5,530 | $22.8 萬 | 0.19% | +62+1.1% | 加碼 |
| CNB Bank | 5,540 | $22.8 萬 | 0.12% | −3,504−38.7% | 減碼 |
| Signal Advisors Wealth, LLC | 5,558 | $22.9 萬 | 0.02% | +51+0.9% | 加碼 |
| Benedict Financial Advisors Inc | 5,565 | $22.9 萬 | 0.05% | +5,565 | 新進 |
| Smith & Howard Wealth Management, LLC | 5,575 | $22.9 萬 | 0.06% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 5,609 | $23.1 萬 | 0.14% | +7+0.1% | 加碼 |
| L2 Asset Management, LLC | 5,623 | $23.1 萬 | 0.05% | +483+9.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,632 | $23.2 萬 | 0.00% | −77−1.3% | 減碼 |
| Main Street Financial Solutions, LLC | 5,649 | $23.2 萬 | 0.02% | −347−5.8% | 減碼 |
| Castleview Partners, LLC | 5,667 | $23.3 萬 | 0.16% | +8+0.1% | 加碼 |
| Capital Square, LLC | 5,668 | $23.3 萬 | 0.14% | +5+0.1% | 加碼 |
| Tritonpoint Wealth, LLC | 5,684 | $23.4 萬 | 0.02% | +251+4.6% | 加碼 |
| Arbor Investment Advisors, LLC | 5,730 | $23.6 萬 | 0.03% | +1,108+24.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,746 | $23.7 萬 | 0.02% | −90−1.5% | 減碼 |
| Advisory Alpha, LLC | 5,782 | $23.8 萬 | 0.01% | +318+5.8% | 加碼 |
| D'Orazio & Associates, Inc. | 5,795 | $23.8 萬 | 0.04% | −21−0.4% | 減碼 |
| Waddell & Associates, LLC | 5,801 | $23.9 萬 | 0.03% | +26+0.5% | 加碼 |
| Augustine Asset Management Inc | 5,839 | $24.0 萬 | 0.07% | +521+9.8% | 加碼 |
| Family Legacy, Inc. | 5,870 | $24.2 萬 | 0.08% | −563−8.8% | 減碼 |
| DRW Securities, LLC | 5,902 | $24.3 萬 | 0.02% | −3,015−33.8% | 減碼 |
| Everstar Asset Management, LLC | 5,908 | $24.3 萬 | 0.16% | −12−0.2% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 5,917 | $24.3 萬 | 0.02% | +5,917 | 新進 |
| Cascades Capital Asset Management, LLC | 5,929 | $24.4 萬 | 0.13% | +1,245+26.6% | 加碼 |
| Timonier Family Office, LTD. | 5,941 | $24.4 萬 | 0.11% | −551−8.5% | 減碼 |
| Evermay Wealth Management LLC | 5,955 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 6,004 | $24.7 萬 | 0.18% | +53+0.9% | 加碼 |
| FDx Advisors, Inc. | 6,033 | $24.8 萬 | 0.08% | −32−0.5% | 減碼 |
| Rakuten Securities, Inc. | 6,034 | $24.8 萬 | 0.13% | −151−2.4% | 減碼 |
| Transcend Wealth Collective, LLC | 6,065 | $25.0 萬 | 0.02% | −236−3.7% | 減碼 |
| Bristlecone Advisors, LLC | 6,067 | $25.0 萬 | 0.02% | −271−4.3% | 減碼 |
| Sunpointe, LLC | 6,091 | $25.1 萬 | 0.13% | −71−1.2% | 減碼 |
| Lantz Financial LLC | 6,098 | $25.1 萬 | 0.07% | +182+3.1% | 加碼 |
| Avaii Wealth Management, LLC | 6,102 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 6,110 | $25.1 萬 | 0.19% | −53−0.9% | 減碼 |
| Daymark Wealth Partners, LLC | 6,125 | $25.2 萬 | 0.01% | −1,106−15.3% | 減碼 |
| Altrius Capital Management Inc | 6,127 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 6,155 | $25.3 萬 | 0.01% | +458+8.0% | 加碼 |
| CVA Family Office, LLC | 6,157 | $25.3 萬 | 0.04% | +193+3.2% | 加碼 |
| LifePlan Financial, LLC | 6,159 | $25.3 萬 | 0.22% | −41−0.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,226 | $25.5 萬 | 0.04% | +6,226 | 新進 |
| Graypoint LLC | 6,233 | $25.6 萬 | 0.02% | −512−7.6% | 減碼 |
| Selective Wealth Management, Inc. | 7,295 | $25.8 萬 | 0.11% | −1,250−14.6% | 減碼 |
| Alta Advisers Ltd | 6,350 | $26.1 萬 | 0.11% | +6,350 | 新進 |
| ARS Wealth Advisors Group, LLC | 6,372 | $26.2 萬 | 0.04% | −278−4.2% | 減碼 |
| WBH Advisory Inc | 6,374 | $26.2 萬 | 0.02% | −21−0.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,382 | $26.3 萬 | 0.20% | +136+2.2% | 加碼 |
| Financial Advocates Investment Management | 6,392 | $26.3 萬 | 0.02% | −12,529−66.2% | 減碼 |
| Bridgewater Advisors Inc. | 6,800 | $26.4 萬 | 0.02% | +6,800 | 新進 |
| Peachtree Investment Partners, LLC | 6,429 | $26.5 萬 | 0.10% | −125−1.9% | 減碼 |
| Mather Group, LLC. | 6,452 | $26.6 萬 | 0.00% | +981+17.9% | 加碼 |
| Canton Hathaway, LLC | 6,516 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 6,529 | $26.9 萬 | 0.01% | +6,529 | 新進 |
| Capstone Investment Advisors, LLC | 6,532 | $26.9 萬 | 0.00% | +770+13.4% | 加碼 |
| Calton & Associates, Inc. | 6,573 | $27.0 萬 | 0.06% | +802+13.9% | 加碼 |
| Fonville Wealth Management LLC | 6,841 | $27.0 萬 | 0.08% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 7,682 | $27.2 萬 | 0.05% | +688+9.8% | 加碼 |
| Wagner Wealth Management, LLC | 6,630 | $27.3 萬 | 0.07% | −28−0.4% | 減碼 |
| Hill Investment Group Partners, LLC | 6,638 | $27.3 萬 | 0.04% | −1,096−14.2% | 減碼 |
| Keystone Financial Group | 6,643 | $27.3 萬 | 0.03% | −155−2.3% | 減碼 |
| Norden Group LLC | 6,648 | $27.4 萬 | 0.03% | +1,772+36.3% | 加碼 |
| Councilmark Asset Management, LLC | 6,650 | $27.4 萬 | 0.18% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 6,678 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Management, Inc. | 6,678 | $27.5 萬 | 0.05% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 6,687 | $27.5 萬 | 0.14% | −34−0.5% | 減碼 |
| Heartwood Wealth Advisors LLC | 6,698 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Sapient Capital LLC | 6,719 | $27.6 萬 | 0.01% | −49−0.7% | 減碼 |
| Quotient Wealth Partners, LLC | 6,737 | $27.7 萬 | 0.01% | +209+3.2% | 加碼 |
| Ritholtz Wealth Management | 6,738 | $27.7 萬 | 0.01% | +1,110+19.7% | 加碼 |
| Apella Capital, LLC | 7,301 | $27.7 萬 | 0.01% | +7,301 | 新進 |
| Caldwell Trust Co | 6,749 | $27.8 萬 | 0.03% | +1,439+27.1% | 加碼 |
| Quantessence Capital LLC | 6,775 | $27.9 萬 | 0.07% | −1,991−22.7% | 減碼 |
| United Community Bank | 6,878 | $28.3 萬 | 0.11% | +775+12.7% | 加碼 |
| Convergence Financial, LLC | 6,881 | $28.3 萬 | 0.06% | −81−1.2% | 減碼 |
| Ci Investments Inc. | 6,916 | $28.5 萬 | 0.00% | −445−6.0% | 減碼 |
| Biltmore Family Office, LLC | 6,950 | $28.6 萬 | 0.05% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 7,531 | $28.6 萬 | 0.05% | +7,531 | 新進 |
| SkyView Investment Advisors, LLC | 6,984 | $28.7 萬 | 0.04% | +6,984 | 新進 |
| Sage Investment Counsel LLC | 6,992 | $28.8 萬 | 0.36% | −2,190−23.9% | 減碼 |
| Aprio Wealth Management, LLC | 7,039 | $29.0 萬 | 0.04% | −47−0.7% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $29.0 萬 | 0.33% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 7,115 | $29.1 萬 | 0.17% | −336−4.5% | 減碼 |
| Select Asset Management & Trust | 7,097 | $29.2 萬 | 0.12% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 7,118 | $29.3 萬 | 0.02% | +2,751+63.0% | 加碼 |
| Personal Cfo Solutions, LLC | 7,119 | $29.3 萬 | 0.06% | −389−5.2% | 減碼 |