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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 9,437 | $38.8 萬 | 0.05% | −193−2.0% | 減碼 |
| Aspiriant, LLC | 9,460 | $38.9 萬 | 0.01% | +317+3.5% | 加碼 |
| Valley National Advisers Inc | 9,558 | $39.3 萬 | 0.07% | −163−1.7% | 減碼 |
| Continuum Advisory, LLC | 9,565 | $39.4 萬 | 0.05% | +481+5.3% | 加碼 |
| Park Place Capital Corp | 9,587 | $39.5 萬 | 0.11% | +2,110+28.2% | 加碼 |
| Wedmont Private Capital | 11,162 | $39.5 萬 | 0.02% | −1,186−9.6% | 減碼 |
| NFP Retirement, Inc. | 9,609 | $39.5 萬 | 0.03% | +9+0.1% | 加碼 |
| Cypress Capital Group | 9,662 | $39.8 萬 | 0.05% | −110−1.1% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 9,692 | $39.9 萬 | 0.00% | +75+0.8% | 加碼 |
| Sowell Financial Services LLC | 9,703 | $39.9 萬 | 0.02% | −1,400−12.6% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 9,731 | $40.0 萬 | 0.00% | −542−5.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 9,744 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 9,765 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Stonebridge Financial Group, LLC | 9,789 | $40.3 萬 | 0.04% | −425−4.2% | 減碼 |
| International Private Wealth Advisors LLC | 9,796 | $40.3 萬 | 0.39% | +1,035+11.8% | 加碼 |
| WealthTrust Axiom LLC | 9,811 | $40.4 萬 | 0.12% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 9,829 | $40.4 萬 | 0.05% | +446+4.8% | 加碼 |
| Conning Inc. | 9,892 | $40.7 萬 | 0.01% | +3,530+55.5% | 加碼 |
| Boltwood Capital Management | 9,950 | $40.9 萬 | 0.12% | +15+0.2% | 加碼 |
| Kennebec Savings Bank | 9,963 | $41.0 萬 | 0.43% | −245−2.4% | 減碼 |
| Wilkins Investment Counsel Inc | 9,975 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| Clarius Group, LLC | 9,987 | $41.1 萬 | 0.03% | −220−2.2% | 減碼 |
| Good Steward Wealth Advisors,LLC | 9,992 | $41.1 萬 | 0.37% | +9,992 | 新進 |
| Cassaday & Co Wealth Management LLC | 9,995 | $41.1 萬 | 0.01% | −908−8.3% | 減碼 |
| American Assets Inc | 10,000 | $41.1 萬 | 0.14% | 00.0% | 不變 |
| Balentine LLC | 10,013 | $41.2 萬 | 0.02% | +10,013 | 新進 |
| Bingham Private Wealth, LLC | 10,147 | $41.8 萬 | 0.43% | +2,880+39.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,148 | $41.8 萬 | 0.01% | −1,274−11.2% | 減碼 |
| Taylor Hoffman Capital Management LLC | 10,188 | $41.8 萬 | 0.15% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,162 | $41.8 萬 | 0.01% | −136−1.3% | 減碼 |
| Crawford Investment Counsel Inc | 10,169 | $41.8 萬 | 0.01% | −735−6.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 10,187 | $41.9 萬 | 0.04% | −129−1.3% | 減碼 |
| Hamilton Capital Partners Inc. | 10,227 | $42.1 萬 | 0.03% | −3,273−24.2% | 減碼 |
| Smith, Salley & Associates | 10,347 | $42.6 萬 | 0.03% | +1,015+10.9% | 加碼 |
| Successful Portfolios LLC | 10,361 | $42.6 萬 | 0.29% | +7+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 10,361 | $42.6 萬 | 0.03% | +229+2.3% | 加碼 |
| Parallel Advisors, LLC | 10,394 | $42.8 萬 | 0.01% | −609−5.5% | 減碼 |
| Westover Capital Advisors, LLC | 10,466 | $43.1 萬 | 0.10% | −1,752−14.3% | 減碼 |
| Pine Harbor Wealth Management, LLC | 10,508 | $43.2 萬 | 0.17% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 10,532 | $43.3 萬 | 0.01% | −53−0.5% | 減碼 |
| Allstate Corp | 10,549 | $43.4 萬 | 0.01% | −29,696−73.8% | 減碼 |
| Change Path, LLC | 10,564 | $43.5 萬 | 0.01% | +3,136+42.2% | 加碼 |
| Wright Investors Service Inc | 10,606 | $43.6 萬 | 0.14% | −1,036−8.9% | 減碼 |
| R Squared Ltd | 10,610 | $43.7 萬 | 0.47% | +10,610 | 新進 |
| Rothschild Investment LLC | 10,666 | $43.9 萬 | 0.03% | −239,899−95.7% | 減碼 |
| Perigon Wealth Management, LLC | 10,691 | $44.0 萬 | 0.01% | −145−1.3% | 減碼 |
| Shell Asset Management Co | 10,769 | $44.3 萬 | 0.02% | +971+9.9% | 加碼 |
| Verum Partners LLC | 10,766 | $44.3 萬 | 0.12% | +201+1.9% | 加碼 |
| Perpetual Ltd | 10,851 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 10,856 | $44.7 萬 | 0.02% | +1,695+18.5% | 加碼 |
| MBL Wealth, LLC | 10,881 | $44.8 萬 | 0.05% | +3,141+40.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 10,925 | $45.0 萬 | 0.02% | +605+5.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,947 | $45.0 萬 | 0.26% | +144+1.3% | 加碼 |
| Franklin Street Advisors Inc | 10,957 | $45.1 萬 | 0.03% | 00.0% | 不變 |
| LifeWealth Investments, LLC | 10,980 | $45.2 萬 | 0.10% | +3,657+49.9% | 加碼 |
| ICONIQ Capital, LLC | 10,993 | $45.2 萬 | 0.01% | +1,942+21.5% | 加碼 |
| Financial Management Professionals, Inc. | 11,017 | $45.3 萬 | 0.06% | +324+3.0% | 加碼 |
| BLB&B Advisors, LLC | 11,040 | $45.4 萬 | 0.02% | +420+4.0% | 加碼 |
| Roxbury Financial LLC | 9,815 | $45.5 萬 | 0.45% | −143−1.4% | 減碼 |
| Longfellow Investment Management Co LLC | 11,083 | $45.6 萬 | 0.11% | 00.0% | 不變 |
| BSW Wealth Partners | 11,084 | $45.6 萬 | 0.07% | +37+0.3% | 加碼 |
| Cidel Asset Management Inc | 11,111 | $45.7 萬 | 0.03% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 11,113 | $45.7 萬 | 0.19% | −16−0.1% | 減碼 |
| SLT Holdings LLC | 11,114 | $45.7 萬 | 0.43% | 00.0% | 不變 |
| Jain Global LLC | 11,226 | $46.2 萬 | 0.01% | +11,226 | 新進 |
| Good Life Advisors, LLC | 11,279 | $46.4 萬 | 0.03% | −739−6.1% | 減碼 |
| Vaughan David Investments LLC | 11,352 | $46.7 萬 | 0.01% | −600−5.0% | 減碼 |
| Financial Management Network Inc | 13,300 | $46.7 萬 | 0.11% | −4,969−27.2% | 減碼 |
| Ellevest, Inc. | 11,510 | $47.4 萬 | 0.03% | +2,764+31.6% | 加碼 |
| NorthRock Partners, LLC | 11,549 | $47.5 萬 | 0.02% | −1,414−10.9% | 減碼 |
| Tower Bridge Advisors | 11,590 | $47.7 萬 | 0.05% | −2,500−17.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 11,592 | $47.7 萬 | 0.12% | −291−2.4% | 減碼 |
| Nalls Sherbakoff Group, LLC | 11,622 | $47.8 萬 | 0.39% | +11,622 | 新進 |
| Cutter & CO Brokerage, Inc. | 11,653 | $48.0 萬 | 0.11% | +11,653 | 新進 |
| Sculati Wealth Management, LLC | 11,659 | $48.0 萬 | 0.19% | 00.0% | 不變 |
| Klingman & Associates, LLC | 11,756 | $48.4 萬 | 0.03% | +248+2.2% | 加碼 |
| Intrust Bank NA | 11,767 | $48.4 萬 | 0.05% | +226+2.0% | 加碼 |
| Heritage Investors Management Corp | 11,775 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| Washington Capital Management Inc | 12,000 | $49.4 萬 | 0.40% | 00.0% | 不變 |
| Banco Santander, S.A. | 12,031 | $49.5 萬 | 0.01% | +1,798+17.6% | 加碼 |
| Pathway Financial Advisors LLC | 12,059 | $49.6 萬 | 0.09% | −65−0.5% | 減碼 |
| Penserra Capital Management LLC | 12,119 | $49.7 萬 | 0.01% | −3,754−23.7% | 減碼 |
| Shepherd Financial Partners LLC | 12,092 | $49.8 萬 | 0.06% | +1,615+15.4% | 加碼 |
| Koshinski Asset Management, Inc. | 12,122 | $49.9 萬 | 0.04% | +1,297+12.0% | 加碼 |
| San Luis Wealth Advisors LLC | 12,124 | $49.9 萬 | 0.11% | +12,124 | 新進 |
| Keel Point, LLC | 12,213 | $50.3 萬 | 0.04% | −313−2.5% | 減碼 |
| Thompson Investment Management, Inc. | 12,276 | $50.5 萬 | 0.08% | −2,400−16.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,295 | $50.6 萬 | 0.10% | +20.0% | 加碼 |
| Live Oak Private Wealth LLC | 12,384 | $51.0 萬 | 0.08% | −2,691−17.9% | 減碼 |
| LVW Advisors, LLC | 12,447 | $51.2 萬 | 0.06% | −2,394−16.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,448 | $51.2 萬 | 0.05% | +12,448 | 新進 |
| Texas Yale Capital Corp. | 12,498 | $51.4 萬 | 0.02% | +250+2.0% | 加碼 |
| Farmers & Merchants Investments Inc | 12,508 | $51.5 萬 | 0.02% | −1,977−13.6% | 減碼 |
| Uncommon Cents Investing LLC | 12,522 | $51.5 萬 | 0.15% | −18−0.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 12,535 | $51.6 萬 | 0.26% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 12,537 | $51.6 萬 | 0.02% | −398−3.1% | 減碼 |
| Forefront Wealth Partners, LLC | 12,552 | $51.7 萬 | 0.35% | +17+0.1% | 加碼 |
| BKD Wealth Advisors, LLC | 12,561 | $51.7 萬 | 0.01% | −10,255−44.9% | 減碼 |
| Westwood Holdings Group Inc. | 12,590 | $51.8 萬 | 0.00% | +99+0.8% | 加碼 |
| Evercore Wealth Management, LLC | 12,613 | $51.9 萬 | 0.01% | +10+0.1% | 加碼 |