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 |
|---|---|---|---|---|---|
| Cypress Wealth Services, LLC | 8,341 | $34.3 萬 | 0.07% | +19+0.2% | 加碼 |
| Davis R M Inc | 8,335 | $34.3 萬 | 0.01% | +2,299+38.1% | 加碼 |
| Ti-Trust, Inc | 8,330 | $34.3 萬 | 0.23% | 00.0% | 不變 |
| Cornerstone Advisors Asset Management, LLC | 8,281 | $34.1 萬 | 0.07% | +73+0.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,260 | $34.0 萬 | 0.02% | +38+0.5% | 加碼 |
| Abacus Planning Group, Inc. | 8,244 | $33.9 萬 | 0.06% | +76+0.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 8,242 | $33.9 萬 | 0.01% | −706−7.9% | 減碼 |
| Cim Investment Mangement Inc | 8,227 | $33.9 萬 | 0.08% | −40.0% | 減碼 |
| New Hampshire Trust | 8,220 | $33.8 萬 | 0.08% | +77+0.9% | 加碼 |
| RMB Capital Management, LLC | 8,201 | $33.7 萬 | 0.01% | +2,254+37.9% | 加碼 |
| Founders Grove Wealth Partners, LLC | 8,198 | $33.7 萬 | 0.09% | 00.0% | 不變 |
| Wynn Capital, LLC | 8,174 | $33.6 萬 | 0.20% | +8,174 | 新進 |
| CX Institutional | 8,174 | $33.6 萬 | 0.01% | −132−1.6% | 減碼 |
| Institute for Wealth Management, LLC. | 8,134 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 8,104 | $33.3 萬 | 0.07% | −961−10.6% | 減碼 |
| LBMC Investment Advisors, LLC | 8,098 | $33.3 萬 | 0.03% | −317−3.8% | 減碼 |
| Nwam LLC | 8,087 | $33.3 萬 | 0.03% | −308−3.7% | 減碼 |
| Formidable Asset Management, LLC | 8,077 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| Total Wealth Planning & Management, Inc. | 8,036 | $33.1 萬 | 0.34% | 00.0% | 不變 |
| Manske Wealth Management | 8,009 | $33.0 萬 | 0.12% | −1,590−16.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| Novus Advisors, LLC | 7,984 | $32.9 萬 | 0.33% | −51−0.6% | 減碼 |
| First Dallas Securities Inc. | 7,961 | $32.8 萬 | 0.14% | +2,761+53.1% | 加碼 |
| 111 Capital | 7,956 | $32.7 萬 | 0.06% | +7,956 | 新進 |
| BankPlus Wealth Management LLC | 7,910 | $32.5 萬 | 0.24% | +532+7.2% | 加碼 |
| 1st Source Bank | 7,896 | $32.5 萬 | 0.02% | +161+2.1% | 加碼 |
| Brookwood Investment Group LLC | 7,828 | $32.2 萬 | 0.06% | +7,828 | 新進 |
| Syon Capital LLC | 7,752 | $31.9 萬 | 0.03% | +7,752 | 新進 |
| Haverford Trust Co | 7,751 | $31.9 萬 | 0.00% | +262+3.5% | 加碼 |
| Birmingham Capital Management Co Inc | 7,735 | $31.8 萬 | 0.12% | −121−1.5% | 減碼 |
| Eagle Strategies LLC | 7,727 | $31.8 萬 | 0.06% | −730−8.6% | 減碼 |
| Aldebaran Financial Inc. | 7,711 | $31.7 萬 | 0.39% | 00.0% | 不變 |
| Virtu Financial LLC | 7,711 | $31.7 萬 | 0.02% | −7,853−50.5% | 減碼 |
| First United Bank Trust | 7,696 | $31.7 萬 | 0.12% | +4,858+171.2% | 加碼 |
| Chicago Partners Investment Group LLC | 8,174 | $31.6 萬 | 0.01% | +2,904+55.1% | 加碼 |
| Morris Financial Concepts, Inc. | 7,688 | $31.6 萬 | 0.13% | 00.0% | 不變 |
| MBB Public Markets I LLC | 7,688 | $31.6 萬 | 0.04% | +7,688 | 新進 |
| Tompkins Financial Corp | 7,662 | $31.5 萬 | 0.03% | +2,250+41.6% | 加碼 |
| Howard Capital Management Inc. | 7,640 | $31.4 萬 | 0.01% | −1,175−13.3% | 減碼 |
| ForthRight Wealth Management, LLC | 7,614 | $31.3 萬 | 0.10% | −188−2.4% | 減碼 |
| Hexagon Capital Partners LLC | 7,527 | $31.0 萬 | 0.06% | +218+3.0% | 加碼 |
| TCG Advisory Services, LLC | 7,478 | $30.8 萬 | 0.01% | +87+1.2% | 加碼 |
| Simon Quick Advisors, LLC | 7,470 | $30.7 萬 | 0.02% | +2,004+36.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,492 | $30.7 萬 | 0.02% | +30.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,444 | $30.6 萬 | 0.06% | +116+1.6% | 加碼 |
| Stone Point Wealth LLC | 7,400 | $30.5 萬 | 0.10% | 00.0% | 不變 |
| Westpac Banking Corp | 7,388 | $30.4 萬 | 0.02% | −1,009−12.0% | 減碼 |
| MainStreet Investment Advisors LLC | 7,384 | $30.4 萬 | 0.04% | −1,097−12.9% | 減碼 |
| tru Independence LLC | 7,358 | $30.3 萬 | 0.09% | +49+0.7% | 加碼 |
| Nilsine Partners, LLC | 7,330 | $30.2 萬 | 0.03% | +629+9.4% | 加碼 |
| Catalyst Financial Partners LLC | 7,278 | $29.9 萬 | 0.06% | +432+6.3% | 加碼 |
| Aegis Wealth Management LLC | 7,276 | $29.9 萬 | 0.18% | −10.0% | 減碼 |
| Paragon Private Wealth Management, LLC | 7,266 | $29.9 萬 | 0.14% | +7,266 | 新進 |
| SageView Advisory Group, LLC | 7,237 | $29.8 萬 | 0.01% | +1,709+30.9% | 加碼 |
| Northstar Asset Management LLC | 7,193 | $29.6 萬 | 0.07% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 7,190 | $29.6 萬 | 0.06% | +79+1.1% | 加碼 |
| Ballew Advisors, Inc | 8,309 | $29.4 萬 | 0.20% | +150+1.8% | 加碼 |
| Lyell Wealth Management, LP | 7,143 | $29.4 萬 | 0.03% | +7,143 | 新進 |
| Personal Cfo Solutions, LLC | 7,119 | $29.3 萬 | 0.06% | −389−5.2% | 減碼 |
| J.Safra Asset Management Corp | 7,118 | $29.3 萬 | 0.02% | +2,751+63.0% | 加碼 |
| Select Asset Management & Trust | 7,097 | $29.2 萬 | 0.12% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 7,115 | $29.1 萬 | 0.17% | −336−4.5% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,042 | $29.0 萬 | 0.33% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 7,039 | $29.0 萬 | 0.04% | −47−0.7% | 減碼 |
| Sage Investment Counsel LLC | 6,992 | $28.8 萬 | 0.36% | −2,190−23.9% | 減碼 |
| SkyView Investment Advisors, LLC | 6,984 | $28.7 萬 | 0.04% | +6,984 | 新進 |
| Global Assets Advisory, LLC | 7,531 | $28.6 萬 | 0.05% | +7,531 | 新進 |
| Biltmore Family Office, LLC | 6,950 | $28.6 萬 | 0.05% | 00.0% | 不變 |
| Ci Investments Inc. | 6,916 | $28.5 萬 | 0.00% | −445−6.0% | 減碼 |
| Convergence Financial, LLC | 6,881 | $28.3 萬 | 0.06% | −81−1.2% | 減碼 |
| United Community Bank | 6,878 | $28.3 萬 | 0.11% | +775+12.7% | 加碼 |
| Quantessence Capital LLC | 6,775 | $27.9 萬 | 0.07% | −1,991−22.7% | 減碼 |
| Caldwell Trust Co | 6,749 | $27.8 萬 | 0.03% | +1,439+27.1% | 加碼 |
| Apella Capital, LLC | 7,301 | $27.7 萬 | 0.01% | +7,301 | 新進 |
| Ritholtz Wealth Management | 6,738 | $27.7 萬 | 0.01% | +1,110+19.7% | 加碼 |
| Quotient Wealth Partners, LLC | 6,737 | $27.7 萬 | 0.01% | +209+3.2% | 加碼 |
| Sapient Capital LLC | 6,719 | $27.6 萬 | 0.01% | −49−0.7% | 減碼 |
| Heartwood Wealth Advisors LLC | 6,698 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 6,687 | $27.5 萬 | 0.14% | −34−0.5% | 減碼 |
| 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 |
| Councilmark Asset Management, LLC | 6,650 | $27.4 萬 | 0.18% | 00.0% | 不變 |
| Norden Group LLC | 6,648 | $27.4 萬 | 0.03% | +1,772+36.3% | 加碼 |
| Keystone Financial Group | 6,643 | $27.3 萬 | 0.03% | −155−2.3% | 減碼 |
| Hill Investment Group Partners, LLC | 6,638 | $27.3 萬 | 0.04% | −1,096−14.2% | 減碼 |
| Wagner Wealth Management, LLC | 6,630 | $27.3 萬 | 0.07% | −28−0.4% | 減碼 |
| Accurate Wealth Management, LLC | 7,682 | $27.2 萬 | 0.05% | +688+9.8% | 加碼 |
| Fonville Wealth Management LLC | 6,841 | $27.0 萬 | 0.08% | 00.0% | 不變 |
| Calton & Associates, Inc. | 6,573 | $27.0 萬 | 0.06% | +802+13.9% | 加碼 |
| Capstone Investment Advisors, LLC | 6,532 | $26.9 萬 | 0.00% | +770+13.4% | 加碼 |
| Boothbay Fund Management, LLC | 6,529 | $26.9 萬 | 0.01% | +6,529 | 新進 |
| Canton Hathaway, LLC | 6,516 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Mather Group, LLC. | 6,452 | $26.6 萬 | 0.00% | +981+17.9% | 加碼 |
| Peachtree Investment Partners, LLC | 6,429 | $26.5 萬 | 0.10% | −125−1.9% | 減碼 |
| Bridgewater Advisors Inc. | 6,800 | $26.4 萬 | 0.02% | +6,800 | 新進 |
| Financial Advocates Investment Management | 6,392 | $26.3 萬 | 0.02% | −12,529−66.2% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,382 | $26.3 萬 | 0.20% | +136+2.2% | 加碼 |
| WBH Advisory Inc | 6,374 | $26.2 萬 | 0.02% | −21−0.3% | 減碼 |
| ARS Wealth Advisors Group, LLC | 6,372 | $26.2 萬 | 0.04% | −278−4.2% | 減碼 |
| Alta Advisers Ltd | 6,350 | $26.1 萬 | 0.11% | +6,350 | 新進 |