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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 12,615 | $51.9 萬 | 0.02% | +2,781+28.3% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 12,624 | $51.9 萬 | 0.11% | −387−3.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 12,608 | $52.0 萬 | 0.23% | +1,077+9.3% | 加碼 |
| Chemung Canal Trust Co | 12,712 | $52.3 萬 | 0.11% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 12,780 | $52.6 萬 | 0.04% | −2,851−18.2% | 減碼 |
| Ransom Advisory, Ltd | 12,800 | $52.7 萬 | 0.26% | +70+0.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 12,875 | $53.0 萬 | 0.02% | −1,856−12.6% | 減碼 |
| Duncan Williams Asset Management, LLC | 12,876 | $53.0 萬 | 0.19% | −477−3.6% | 減碼 |
| David Loasby | 14,889 | $53.1 萬 | 0.05% | −3,249−17.9% | 減碼 |
| RKL Wealth Management LLC | 12,907 | $53.1 萬 | 0.05% | +30.0% | 加碼 |
| Westhampton Capital, LLC | 12,925 | $53.2 萬 | 0.29% | −1,000−7.2% | 減碼 |
| Whittier Trust Co | 12,934 | $53.2 萬 | 0.01% | −1,174−8.3% | 減碼 |
| Aviance Capital Partners, LLC | 12,939 | $53.2 萬 | 0.07% | +1,266+10.8% | 加碼 |
| Chilton Investment Co LLC | 12,950 | $53.3 萬 | 0.01% | 00.0% | 不變 |
| Alteri Wealth LLC | 12,956 | $53.3 萬 | 0.23% | −1,533−10.6% | 減碼 |
| Marcum Wealth, LLC | 13,051 | $53.7 萬 | 0.05% | +92+0.7% | 加碼 |
| SummitTX Capital, L.P. | 13,081 | $53.8 萬 | 0.02% | +13,081 | 新進 |
| Equitable Holdings, Inc. | 13,120 | $54.0 萬 | 0.01% | +1,677+14.7% | 加碼 |
| First City Capital Management, Inc. | 13,122 | $54.0 萬 | 0.32% | −1,979−13.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $54.0 萬 | 0.17% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 13,265 | $54.6 萬 | 0.02% | +475+3.7% | 加碼 |
| Prosperity Consulting Group, LLC | 13,338 | $54.9 萬 | 0.04% | +315+2.4% | 加碼 |
| Checchi Capital Advisers, LLC | 13,356 | $55.0 萬 | 0.04% | +350+2.7% | 加碼 |
| Waterloo Capital, L.P. | 13,397 | $55.1 萬 | 0.05% | +2,277+20.5% | 加碼 |
| Archer Investment Corp | 13,410 | $55.2 萬 | 0.14% | +10.0% | 加碼 |
| Eastover Investment Advisors LLC | 13,481 | $55.5 萬 | 0.27% | −3,593−21.0% | 減碼 |
| Cigna Investments Inc | 13,476 | $55.5 萬 | 0.10% | −215−1.6% | 減碼 |
| Midland Wealth Advisors LLC | 13,493 | $55.5 萬 | 0.03% | −2,530−15.8% | 減碼 |
| Pinnacle Holdings, LLC | 13,520 | $55.6 萬 | 0.21% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 13,576 | $55.9 萬 | 0.21% | −650−4.6% | 減碼 |
| Illinois Municipal Retirement Fund | 13,599 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| NBT Bank N A | 13,691 | $56.3 萬 | 0.04% | +1,176+9.4% | 加碼 |
| Oxford Asset Management LLP | 13,697 | $56.4 萬 | 0.26% | −3,625−20.9% | 減碼 |
| Fiduciary Group LLC | 13,717 | $56.4 萬 | 0.06% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 13,777 | $56.7 萬 | 0.05% | −47−0.3% | 減碼 |
| PFG Investments, LLC | 13,795 | $56.8 萬 | 0.04% | −626−4.3% | 減碼 |
| YANKCOM Partnership | 13,822 | $56.9 萬 | 0.31% | −306−2.2% | 減碼 |
| Pines Wealth Management, LLC | 16,300 | $56.9 萬 | 0.26% | −478−2.8% | 減碼 |
| North Star Investment Management Corp. | 13,842 | $57.0 萬 | 0.04% | −787−5.4% | 減碼 |
| X-Square Capital, LLC | 13,899 | $57.2 萬 | 0.25% | +1,929+16.1% | 加碼 |
| Callan Family Office, LLC | 13,928 | $57.3 萬 | 0.04% | −1,560−10.1% | 減碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $57.7 萬 | 0.27% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 14,053 | $57.8 萬 | 0.04% | +6,690+90.9% | 加碼 |
| Rossmore Private Capital | 14,251 | $58.6 萬 | 0.07% | −2,566−15.3% | 減碼 |
| Icon Wealth Advisors, LLC | 14,294 | $58.8 萬 | 0.05% | −122−0.8% | 減碼 |
| First Financial Group Corp | 14,341 | $59.0 萬 | 0.67% | −194−1.3% | 減碼 |
| Sterling Capital Management LLC | 14,353 | $59.1 萬 | 0.01% | +6,274+77.7% | 加碼 |
| Centennial Wealth Advisory LLC | 14,365 | $59.1 萬 | 0.21% | +2,410+20.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 16,348 | $59.2 萬 | 0.35% | −13,737−45.7% | 減碼 |
| Naples Global Advisors, LLC | 14,420 | $59.3 萬 | 0.06% | +468+3.4% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 14,521 | $59.8 萬 | 0.14% | −18−0.1% | 減碼 |
| Montag & Caldwell, LLC | 14,562 | $59.9 萬 | 0.14% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $60.0 萬 | 0.34% | 00.0% | 不變 |
| Spire Wealth Management | 14,659 | $60.3 萬 | 0.02% | −9,226−38.6% | 減碼 |
| Farringdon Capital, Ltd. | 14,707 | $60.5 萬 | 0.31% | +14,707 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $60.5 萬 | 0.08% | −1,093−6.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 14,723 | $60.6 萬 | 0.09% | +690+4.9% | 加碼 |
| Centurion Wealth Management LLC | 13,990 | $60.7 萬 | 0.19% | 00.0% | 不變 |
| LMR Partners LLP | 14,769 | $60.8 萬 | 0.01% | +13,957+1,718.8% | 加碼 |
| Riverbend Wealth Management, LLC | 14,775 | $60.8 萬 | 0.54% | +151+1.0% | 加碼 |
| Evergreen Capital Management LLC | 14,777 | $60.8 萬 | 0.02% | −135−0.9% | 減碼 |
| MAI Capital Management | 14,791 | $60.9 萬 | 0.00% | +1,133+8.3% | 加碼 |
| F/M Investments LLC | 14,748 | $60.9 萬 | 0.02% | −214,338−93.6% | 減碼 |
| Partners in Financial Planning | 14,808 | $60.9 萬 | 0.12% | +1,128+8.2% | 加碼 |
| Legacy Capital Group California, Inc. | 14,930 | $61.4 萬 | 0.21% | +4,788+47.2% | 加碼 |
| Loomis Sayles & Co L P | 14,973 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 15,000 | $61.7 萬 | 0.02% | −1,500−9.1% | 減碼 |
| Panagora Asset Management Inc | 15,009 | $61.8 萬 | 0.00% | +378+2.6% | 加碼 |
| Fee-Only Financial Planning, L.C. | 15,041 | $61.9 萬 | 0.42% | −845−5.3% | 減碼 |
| ExodusPoint Capital Management, LP | 15,039 | $61.9 萬 | 0.01% | −922,042−98.4% | 減碼 |
| CenterStar Asset Management, LLC | 15,054 | $62.0 萬 | 0.89% | +15,054 | 新進 |
| Busey Wealth Management | 15,133 | $62.3 萬 | 0.02% | −508−3.2% | 減碼 |
| Atomi Financial Group, Inc. | 15,145 | $62.3 萬 | 0.03% | −1,975−11.5% | 減碼 |
| Silver Oak Securities, Inc | 15,421 | $62.4 萬 | 0.06% | +917+6.3% | 加碼 |
| Fox Run Management, L.L.C. | 15,188 | $62.5 萬 | 0.10% | +15,188 | 新進 |
| Raiffeisen Bank International AG | 15,462 | $62.6 萬 | 0.01% | +1,769+12.9% | 加碼 |
| Private Trust Co NA | 15,205 | $62.6 萬 | 0.06% | +1,181+8.4% | 加碼 |
| Strategic Blueprint, LLC | 15,234 | $62.7 萬 | 0.03% | +832+5.8% | 加碼 |
| Trust Asset Management LLC | 15,324 | $63.1 萬 | 0.05% | −463−2.9% | 減碼 |
| Foster & Motley Inc | 15,328 | $63.1 萬 | 0.04% | −723−4.5% | 減碼 |
| City Holding Co | 15,368 | $63.2 萬 | 0.09% | 00.0% | 不變 |
| Greenleaf Trust | 15,397 | $63.4 萬 | 0.01% | +1,698+12.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 15,410 | $63.4 萬 | 0.01% | +4,965+47.5% | 加碼 |
| Sumitomo Life Insurance Co | 15,437 | $63.5 萬 | 0.02% | +197+1.3% | 加碼 |
| My Legacy Advisors, LLC | 15,485 | $63.7 萬 | 0.25% | +2,124+15.9% | 加碼 |
| AlTi Global, Inc. | 15,604 | $64.2 萬 | 0.02% | −168−1.1% | 減碼 |
| Atticus Wealth Management, LLC | 15,634 | $64.3 萬 | 0.21% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 15,654 | $64.4 萬 | 0.33% | −2,285−12.7% | 減碼 |
| Inspirion Wealth Advisors, LLC | 15,700 | $64.6 萬 | 0.09% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 15,702 | $64.6 萬 | 0.14% | −586−3.6% | 減碼 |
| Fiduciary Trust Co | 15,766 | $64.9 萬 | 0.01% | +2,291+17.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,802 | $65.0 萬 | 0.01% | +127+0.8% | 加碼 |
| IHT Wealth Management, LLC | 15,821 | $65.1 萬 | 0.02% | +29+0.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 15,828 | $65.1 萬 | 0.06% | +1,238+8.5% | 加碼 |
| FLC Capital Advisors | 15,849 | $65.2 萬 | 0.15% | 00.0% | 不變 |
| Broyhill Asset Management | 15,980 | $65.8 萬 | 0.53% | 00.0% | 不變 |
| Canal Capital Management, LLC | 15,994 | $65.8 萬 | 0.11% | −1,008−5.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 15,999 | $65.8 萬 | 0.02% | −593−3.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,218 | $66.7 萬 | 0.09% | +394+2.5% | 加碼 |
| Reuter James Wealth Management, LLC | 16,242 | $66.8 萬 | 0.12% | −19−0.1% | 減碼 |