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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 7,295 | $25.8 萬 | 0.11% | −1,250−14.6% | 減碼 |
| Graypoint LLC | 6,233 | $25.6 萬 | 0.02% | −512−7.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,226 | $25.5 萬 | 0.04% | +6,226 | 新進 |
| LifePlan Financial, LLC | 6,159 | $25.3 萬 | 0.22% | −41−0.7% | 減碼 |
| CVA Family Office, LLC | 6,157 | $25.3 萬 | 0.04% | +193+3.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,155 | $25.3 萬 | 0.01% | +458+8.0% | 加碼 |
| Altrius Capital Management Inc | 6,127 | $25.2 萬 | 0.06% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 6,125 | $25.2 萬 | 0.01% | −1,106−15.3% | 減碼 |
| 1620 Investment Advisors, Inc. | 6,110 | $25.1 萬 | 0.19% | −53−0.9% | 減碼 |
| Avaii Wealth Management, LLC | 6,102 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| Lantz Financial LLC | 6,098 | $25.1 萬 | 0.07% | +182+3.1% | 加碼 |
| Sunpointe, LLC | 6,091 | $25.1 萬 | 0.13% | −71−1.2% | 減碼 |
| Bristlecone Advisors, LLC | 6,067 | $25.0 萬 | 0.02% | −271−4.3% | 減碼 |
| Transcend Wealth Collective, LLC | 6,065 | $25.0 萬 | 0.02% | −236−3.7% | 減碼 |
| Rakuten Securities, Inc. | 6,034 | $24.8 萬 | 0.13% | −151−2.4% | 減碼 |
| FDx Advisors, Inc. | 6,033 | $24.8 萬 | 0.08% | −32−0.5% | 減碼 |
| Frederick Financial Consultants, LLC | 6,004 | $24.7 萬 | 0.18% | +53+0.9% | 加碼 |
| Evermay Wealth Management LLC | 5,955 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Timonier Family Office, LTD. | 5,941 | $24.4 萬 | 0.11% | −551−8.5% | 減碼 |
| Cascades Capital Asset Management, LLC | 5,929 | $24.4 萬 | 0.13% | +1,245+26.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,917 | $24.3 萬 | 0.02% | +5,917 | 新進 |
| Klingenstein Fields & Co LP | 5,912 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 5,908 | $24.3 萬 | 0.16% | −12−0.2% | 減碼 |
| DRW Securities, LLC | 5,902 | $24.3 萬 | 0.02% | −3,015−33.8% | 減碼 |
| Family Legacy, Inc. | 5,870 | $24.2 萬 | 0.08% | −563−8.8% | 減碼 |
| Augustine Asset Management Inc | 5,839 | $24.0 萬 | 0.07% | +521+9.8% | 加碼 |
| Waddell & Associates, LLC | 5,801 | $23.9 萬 | 0.03% | +26+0.5% | 加碼 |
| D'Orazio & Associates, Inc. | 5,795 | $23.8 萬 | 0.04% | −21−0.4% | 減碼 |
| Advisory Alpha, LLC | 5,782 | $23.8 萬 | 0.01% | +318+5.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 5,746 | $23.7 萬 | 0.02% | −90−1.5% | 減碼 |
| Arbor Investment Advisors, LLC | 5,730 | $23.6 萬 | 0.03% | +1,108+24.0% | 加碼 |
| Tritonpoint Wealth, LLC | 5,684 | $23.4 萬 | 0.02% | +251+4.6% | 加碼 |
| Capital Square, LLC | 5,668 | $23.3 萬 | 0.14% | +5+0.1% | 加碼 |
| Castleview Partners, LLC | 5,667 | $23.3 萬 | 0.16% | +8+0.1% | 加碼 |
| Main Street Financial Solutions, LLC | 5,649 | $23.2 萬 | 0.02% | −347−5.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,632 | $23.2 萬 | 0.00% | −77−1.3% | 減碼 |
| L2 Asset Management, LLC | 5,623 | $23.1 萬 | 0.05% | +483+9.4% | 加碼 |
| Smith Thornton Advisors LLC | 5,609 | $23.1 萬 | 0.14% | +7+0.1% | 加碼 |
| Smith & Howard Wealth Management, LLC | 5,575 | $22.9 萬 | 0.06% | 00.0% | 不變 |
| Benedict Financial Advisors Inc | 5,565 | $22.9 萬 | 0.05% | +5,565 | 新進 |
| Signal Advisors Wealth, LLC | 5,558 | $22.9 萬 | 0.02% | +51+0.9% | 加碼 |
| CNB Bank | 5,540 | $22.8 萬 | 0.12% | −3,504−38.7% | 減碼 |
| Muirfield Wealth Advisors LLC | 5,530 | $22.8 萬 | 0.19% | +62+1.1% | 加碼 |
| Capital Analysts, LLC | 5,514 | $22.7 萬 | 0.01% | −300−5.2% | 減碼 |
| 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 |
| High Net Worth Advisory Group LLC | 5,477 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Rock Point Advisors, LLC | 5,475 | $22.5 萬 | 0.07% | −400−6.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,457 | $22.5 萬 | 0.02% | +569+11.6% | 加碼 |
| Next Level Private LLC | 5,446 | $22.4 萬 | 0.08% | +61+1.1% | 加碼 |
| Central Trust Co | 5,445 | $22.4 萬 | 0.01% | −30−0.5% | 減碼 |
| Apexium Financial, LP | 5,431 | $22.3 萬 | 0.01% | +29+0.5% | 加碼 |
| Blue Rock Wealth Management LLC | 5,400 | $22.2 萬 | 0.19% | +5,400 | 新進 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 5,694 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 6,231 | $22.1 萬 | 0.23% | −74−1.2% | 減碼 |
| Smith, Moore & Co. | 5,356 | $22.0 萬 | 0.02% | +5,356 | 新進 |
| Atlantic Family Wealth, LLC | 5,338 | $22.0 萬 | 0.20% | +230+4.5% | 加碼 |
| SC&H Financial Advisors, Inc. | 5,333 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| GeoWealth Management, LLC | 5,302 | $21.8 萬 | 0.01% | −777−12.8% | 減碼 |
| Genesis Private Wealth, LLC | 5,298 | $21.8 萬 | 0.12% | +32+0.6% | 加碼 |
| Cape Investment Advisory, Inc. | 5,290 | $21.8 萬 | 0.09% | −54−1.0% | 減碼 |
| Element Wealth, LLC | 5,269 | $21.7 萬 | 0.12% | +10+0.2% | 加碼 |
| Harbour Investments, Inc. | 5,265 | $21.7 萬 | 0.01% | +1,305+33.0% | 加碼 |
| Journey Strategic Wealth LLC | 5,262 | $21.7 萬 | 0.01% | +157+3.1% | 加碼 |
| Waldron Private Wealth LLC | 5,258 | $21.6 萬 | 0.01% | −4,669−47.0% | 減碼 |
| West Family Investments, Inc. | 5,256 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Quest Partners LLC | 5,246 | $21.6 萬 | 0.02% | −5,578−51.5% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,967 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Cannon Wealth Management Services, LLC | 5,559 | $21.5 萬 | 0.19% | +545+10.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,227 | $21.5 萬 | 0.01% | −1,788−25.5% | 減碼 |
| PFW Advisors LLC | 5,224 | $21.5 萬 | 0.07% | +3+0.1% | 加碼 |
| M. Kulyk & Associates, LLC | 5,210 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| Keynote Financial Services LLC | 5,203 | $21.4 萬 | 0.15% | 00.0% | 不變 |
| Philadelphia Trust Co | 5,207 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Avestar Capital, LLC | 5,189 | $21.4 萬 | 0.02% | −1,110−17.6% | 減碼 |
| Headinvest, LLC | 5,186 | $21.3 萬 | 0.04% | −1,445−21.8% | 減碼 |
| Joel Isaacson & Co., LLC | 5,180 | $21.3 萬 | 0.01% | +5,180 | 新進 |
| TradeWell Securities, LLC. | 5,149 | $21.2 萬 | 0.12% | −162−3.1% | 減碼 |
| 1776 Wealth LLC | 5,100 | $21.0 萬 | 0.10% | −1,500−22.7% | 減碼 |
| Lindbrook Capital, LLC | 5,095 | $21.0 萬 | 0.02% | −685−11.9% | 減碼 |
| Old Port Advisors | 5,092 | $21.0 萬 | 0.06% | +5,092 | 新進 |
| Shayne & Co., LLC | 5,086 | $20.9 萬 | 0.05% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 5,084 | $20.9 萬 | 0.04% | +419+9.0% | 加碼 |
| Providence Capital Advisors, LLC | 5,075 | $20.9 萬 | 0.04% | +5,075 | 新進 |
| Spirepoint Private Client, LLC | 5,066 | $20.8 萬 | 0.03% | −10−0.2% | 減碼 |
| New Wave Wealth Advisors LLC | 5,063 | $20.8 萬 | 0.09% | −1,117−18.1% | 減碼 |
| Yeomans Consulting Group, Inc. | 5,062 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 5,051 | $20.8 萬 | 0.08% | +5,051 | 新進 |
| Legacy Advisors, LLC | 5,035 | $20.7 萬 | 0.02% | +5,035 | 新進 |
| Gateway Investment Advisers LLC | 4,989 | $20.5 萬 | 0.00% | +4,989 | 新進 |
| Avantra Family Wealth, Inc. | 4,985 | $20.5 萬 | 0.20% | −1,050−17.4% | 減碼 |
| LongView Wealth Management | 4,975 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 4,964 | $20.4 萬 | 0.07% | +51+1.0% | 加碼 |
| Baron Wealth Management LLC | 4,941 | $20.3 萬 | 0.09% | −786−13.7% | 減碼 |
| VSM Wealth Advisory, LLC | 4,930 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 4,905 | $20.2 萬 | 0.04% | −4−0.1% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $20.0 萬 | 0.09% | 00.0% | 不變 |
| Eastern Bank | 4,859 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 4,700 | $19.3 萬 | 0.14% | −600−11.3% | 減碼 |