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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 16,266 | $66.9 萬 | 0.05% | +109+0.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 16,316 | $67.1 萬 | 0.19% | −436−2.6% | 減碼 |
| Dudley Capital Management, LLC | 16,328 | $67.2 萬 | 0.36% | 00.0% | 不變 |
| HM Payson & Co | 16,499 | $67.9 萬 | 0.01% | +1,644+11.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 16,500 | $67.9 萬 | 0.16% | +1,214+7.9% | 加碼 |
| Wealth Quarterback LLC | 16,572 | $68.2 萬 | 0.38% | +1,285+8.4% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,587 | $68.3 萬 | 0.06% | +309+1.9% | 加碼 |
| Resources Management Corp | 16,600 | $68.3 萬 | 0.10% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 16,626 | $68.4 萬 | 0.01% | +2,380+16.7% | 加碼 |
| Gabelli Funds LLC | 16,700 | $68.7 萬 | 0.01% | 00.0% | 不變 |
| Citizens Financial Group Inc | 16,711 | $68.8 萬 | 0.01% | +2,078+14.2% | 加碼 |
| Eqis Capital Management, Inc. | 16,759 | $69.0 萬 | 0.06% | +1,558+10.2% | 加碼 |
| OmniStar Financial Group, Inc. | 16,803 | $69.2 萬 | 0.55% | +81+0.5% | 加碼 |
| Plato Investment Management Ltd | 16,799 | $69.9 萬 | 0.06% | +4,078+32.1% | 加碼 |
| Axq Capital, LP | 17,066 | $70.2 萬 | 0.28% | +6,989+69.4% | 加碼 |
| Strategic Advisors LLC | 17,100 | $70.4 萬 | 0.14% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 17,293 | $71.2 萬 | 0.19% | +5,660+48.7% | 加碼 |
| First Horizon Advisors, Inc. | 17,466 | $71.9 萬 | 0.02% | +350+2.0% | 加碼 |
| Venturi Wealth Management, LLC | 17,509 | $72.0 萬 | 0.04% | +710+4.2% | 加碼 |
| Oddo BHF Asset Management SAS | 17,523 | $72.1 萬 | 0.03% | −10,490−37.4% | 減碼 |
| Ignite Planners, LLC | 18,763 | $72.4 萬 | 0.14% | +1,264+7.2% | 加碼 |
| Mayfair Advisory Group, LLC | 17,597 | $72.4 萬 | 0.42% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 17,632 | $72.6 萬 | 0.07% | +796+4.7% | 加碼 |
| First County Bank | 17,663 | $72.7 萬 | 0.40% | −458−2.5% | 減碼 |
| Brady Family Wealth, LLC | 17,668 | $72.7 萬 | 0.23% | +11+0.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 17,740 | $73.0 萬 | 0.05% | +13+0.1% | 加碼 |
| Vontobel Holding Ltd. | 17,813 | $73.3 萬 | 0.00% | −3,257−15.5% | 減碼 |
| Johnson Investment Counsel Inc | 17,814 | $73.3 萬 | 0.01% | +4,538+34.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 17,860 | $73.5 萬 | 0.02% | +4,378+32.5% | 加碼 |
| Invst, LLC | 17,960 | $73.9 萬 | 0.10% | −523−2.8% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 17,984 | $74.0 萬 | 0.02% | +460+2.6% | 加碼 |
| Sheets Smith Wealth Management | 18,076 | $74.4 萬 | 0.09% | +11+0.1% | 加碼 |
| Cornerstone Advisory, LLC | 19,089 | $74.4 萬 | 0.09% | +59+0.3% | 加碼 |
| Elevated Capital Advisors, LLC | 18,124 | $74.6 萬 | 0.21% | +495+2.8% | 加碼 |
| American Trust | 18,147 | $74.7 萬 | 0.18% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 18,181 | $74.8 萬 | 0.02% | −97−0.5% | 減碼 |
| Pitcairn Co | 18,201 | $74.9 萬 | 0.05% | −229−1.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,225 | $75.0 萬 | 0.02% | +9,735+114.7% | 加碼 |
| Boston Private Wealth LLC | 18,269 | $75.2 萬 | 0.03% | −4,418−19.5% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 18,303 | $75.3 萬 | 0.20% | +11,305+161.5% | 加碼 |
| Register Financial Advisors LLC | 18,399 | $75.7 萬 | 0.39% | +3,740+25.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 18,494 | $76.1 萬 | 0.19% | −1,509−7.5% | 減碼 |
| WESPAC Advisors, LLC | 18,510 | $76.2 萬 | 0.62% | +18,510 | 新進 |
| AlphaStar Capital Management, LLC | 18,524 | $76.2 萬 | 0.08% | −30.0% | 減碼 |
| CSS LLC | 18,618 | $76.6 萬 | 0.05% | 00.0% | 不變 |
| RMR Wealth Builders | 18,892 | $77.7 萬 | 0.08% | −273−1.4% | 減碼 |
| Forum Financial Management, LP | 18,898 | $77.8 萬 | 0.01% | +12+0.1% | 加碼 |
| Todd Asset Management LLC | 18,986 | $78.1 萬 | 0.02% | +59+0.3% | 加碼 |
| Tandem Investment Advisors, Inc. | 18,998 | $78.2 萬 | 0.03% | −6,010−24.0% | 減碼 |
| RFP Financial Group LLC | 19,076 | $78.5 萬 | 0.32% | −43−0.2% | 減碼 |
| Aspire Private Capital, LLC | 19,104 | $78.6 萬 | 0.20% | +1,804+10.4% | 加碼 |
| NewEdge Wealth, LLC | 19,171 | $78.9 萬 | 0.01% | −2,692−12.3% | 減碼 |
| Leisure Capital Management | 19,247 | $79.2 萬 | 0.33% | +2,039+11.8% | 加碼 |
| Geneos Wealth Management Inc. | 19,270 | $79.3 萬 | 0.03% | +5,189+36.9% | 加碼 |
| TCW Group Inc | 19,344 | $79.6 萬 | 0.01% | +637+3.4% | 加碼 |
| South State Corp. | 19,362 | $79.7 萬 | 0.04% | −1,920−9.0% | 減碼 |
| Plimoth Trust Co LLC | 19,377 | $79.7 萬 | 0.21% | −1,140−5.6% | 減碼 |
| Trust Co of Virginia | 19,491 | $80.2 萬 | 0.07% | +400+2.1% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 19,657 | $80.9 萬 | 0.05% | +305+1.6% | 加碼 |
| Gratus Wealth Advisors, LLC | 19,678 | $81.0 萬 | 0.13% | +149+0.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 19,820 | $81.6 萬 | 0.02% | +840+4.4% | 加碼 |
| Keystone Financial Group, Inc. | 21,017 | $81.9 萬 | 0.58% | −116−0.5% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 18,890 | $81.9 萬 | 0.27% | −92−0.5% | 減碼 |
| Trust Investment Advisors | 19,941 | $82.1 萬 | 0.53% | +560+2.9% | 加碼 |
| Staley Capital Advisers Inc | 20,000 | $82.3 萬 | 0.04% | −1,500−7.0% | 減碼 |
| Brown Brothers Harriman & Co | 20,119 | $82.8 萬 | 0.01% | +506+2.6% | 加碼 |
| Leavell Investment Management, Inc. | 20,169 | $83.0 萬 | 0.04% | −481−2.3% | 減碼 |
| National Asset Management, Inc. | 20,170 | $83.0 萬 | 0.03% | +5,324+35.9% | 加碼 |
| Carson Advisory Inc. | 20,295 | $83.5 萬 | 0.56% | +10.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,375 | $83.8 萬 | 0.03% | +14,086+224.0% | 加碼 |
| Farther Finance Advisors, LLC | 20,464 | $83.9 萬 | 0.02% | +6,088+42.3% | 加碼 |
| Capital Asset Advisory Services LLC | 20,206 | $84.0 萬 | 0.04% | −520−2.5% | 減碼 |
| Adapt Wealth Advisors, LLC | 20,456 | $84.2 萬 | 0.41% | +9,021+78.9% | 加碼 |
| BIP Wealth, LLC | 20,460 | $84.2 萬 | 0.05% | −65−0.3% | 減碼 |
| Cornerstone Advisors, LLC | 20,600 | $84.8 萬 | 0.04% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 20,612 | $84.8 萬 | 0.08% | +1,993+10.7% | 加碼 |
| Sigma Planning Corp | 20,629 | $84.9 萬 | 0.03% | +50.0% | 加碼 |
| Applied Finance Capital Management, LLC | 20,638 | $84.9 萬 | 0.06% | −550−2.6% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 20,700 | $85.2 萬 | 0.03% | +20,700 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 20,788 | $85.5 萬 | 0.03% | +28+0.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 20,830 | $85.7 萬 | 0.16% | +116+0.6% | 加碼 |
| Park Circle Co | 20,930 | $86.1 萬 | 0.77% | 00.0% | 不變 |
| Intrua Financial, LLC | 20,939 | $86.2 萬 | 0.13% | +3,135+17.6% | 加碼 |
| Compass Ion Advisors, LLC | 20,940 | $86.2 萬 | 0.10% | −68−0.3% | 減碼 |
| Morse Asset Management, Inc | 20,950 | $86.2 萬 | 0.22% | +20,950 | 新進 |
| Profund Advisors LLC | 20,963 | $86.3 萬 | 0.04% | −5,419−20.5% | 減碼 |
| NewSquare Capital LLC | 20,997 | $86.4 萬 | 0.07% | +465+2.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 21,003 | $86.4 萬 | 0.21% | −2,870−12.0% | 減碼 |
| Scotia Capital Inc. | 21,111 | $86.9 萬 | 0.00% | +13,158+165.4% | 加碼 |
| Smartleaf Asset Management LLC | 21,475 | $86.9 萬 | 0.08% | +1,532+7.7% | 加碼 |
| Canandaigua National Trust Co of Florida | 21,210 | $87.3 萬 | 0.77% | +1,259+6.3% | 加碼 |
| Tower Trust & Investment Co | 22,775 | $87.3 萬 | 0.70% | +22,775 | 新進 |
| AXA S.A. | 21,271 | $87.5 萬 | 0.00% | −918−4.1% | 減碼 |
| Capital Fund Management S.A. | 21,462 | $88.3 萬 | 0.01% | −142,501−86.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 21,479 | $88.4 萬 | 0.02% | +8,362+63.7% | 加碼 |
| Dodge & Cox | 21,512 | $88.5 萬 | 0.00% | −34,834−61.8% | 減碼 |
| Oakworth Capital, Inc. | 21,536 | $88.6 萬 | 0.06% | 00.0% | 不變 |
| Driehaus Capital Management LLC | 21,719 | $89.4 萬 | 0.01% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 21,739 | $89.5 萬 | 0.10% | −291−1.3% | 減碼 |
| Siemens Fonds Invest GmbH | 21,759 | $89.5 萬 | 0.06% | +499+2.3% | 加碼 |