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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 19,491 | $80.2 萬 | 0.07% | +400+2.1% | 加碼 |
| Plimoth Trust Co LLC | 19,377 | $79.7 萬 | 0.21% | −1,140−5.6% | 減碼 |
| South State Corp. | 19,362 | $79.7 萬 | 0.04% | −1,920−9.0% | 減碼 |
| TCW Group Inc | 19,344 | $79.6 萬 | 0.01% | +637+3.4% | 加碼 |
| Geneos Wealth Management Inc. | 19,270 | $79.3 萬 | 0.03% | +5,189+36.9% | 加碼 |
| Leisure Capital Management | 19,247 | $79.2 萬 | 0.33% | +2,039+11.8% | 加碼 |
| NewEdge Wealth, LLC | 19,171 | $78.9 萬 | 0.01% | −2,692−12.3% | 減碼 |
| Aspire Private Capital, LLC | 19,104 | $78.6 萬 | 0.20% | +1,804+10.4% | 加碼 |
| RFP Financial Group LLC | 19,076 | $78.5 萬 | 0.32% | −43−0.2% | 減碼 |
| Tandem Investment Advisors, Inc. | 18,998 | $78.2 萬 | 0.03% | −6,010−24.0% | 減碼 |
| Todd Asset Management LLC | 18,986 | $78.1 萬 | 0.02% | +59+0.3% | 加碼 |
| Forum Financial Management, LP | 18,898 | $77.8 萬 | 0.01% | +12+0.1% | 加碼 |
| RMR Wealth Builders | 18,892 | $77.7 萬 | 0.08% | −273−1.4% | 減碼 |
| CSS LLC | 18,618 | $76.6 萬 | 0.05% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 18,524 | $76.2 萬 | 0.08% | −30.0% | 減碼 |
| WESPAC Advisors, LLC | 18,510 | $76.2 萬 | 0.62% | +18,510 | 新進 |
| Legacy Capital Wealth Partners, LLC | 18,494 | $76.1 萬 | 0.19% | −1,509−7.5% | 減碼 |
| Register Financial Advisors LLC | 18,399 | $75.7 萬 | 0.39% | +3,740+25.5% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 18,303 | $75.3 萬 | 0.20% | +11,305+161.5% | 加碼 |
| Boston Private Wealth LLC | 18,269 | $75.2 萬 | 0.03% | −4,418−19.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,225 | $75.0 萬 | 0.02% | +9,735+114.7% | 加碼 |
| Pitcairn Co | 18,201 | $74.9 萬 | 0.05% | −229−1.2% | 減碼 |
| Valeo Financial Advisors, LLC | 18,181 | $74.8 萬 | 0.02% | −97−0.5% | 減碼 |
| American Trust | 18,147 | $74.7 萬 | 0.18% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 18,124 | $74.6 萬 | 0.21% | +495+2.8% | 加碼 |
| Cornerstone Advisory, LLC | 19,089 | $74.4 萬 | 0.09% | +59+0.3% | 加碼 |
| Sheets Smith Wealth Management | 18,076 | $74.4 萬 | 0.09% | +11+0.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 17,984 | $74.0 萬 | 0.02% | +460+2.6% | 加碼 |
| Invst, LLC | 17,960 | $73.9 萬 | 0.10% | −523−2.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 17,860 | $73.5 萬 | 0.02% | +4,378+32.5% | 加碼 |
| Johnson Investment Counsel Inc | 17,814 | $73.3 萬 | 0.01% | +4,538+34.2% | 加碼 |
| Vontobel Holding Ltd. | 17,813 | $73.3 萬 | 0.00% | −3,257−15.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 17,740 | $73.0 萬 | 0.05% | +13+0.1% | 加碼 |
| Brady Family Wealth, LLC | 17,668 | $72.7 萬 | 0.23% | +11+0.1% | 加碼 |
| First County Bank | 17,663 | $72.7 萬 | 0.40% | −458−2.5% | 減碼 |
| Insigneo Advisory Services, LLC | 17,632 | $72.6 萬 | 0.07% | +796+4.7% | 加碼 |
| Mayfair Advisory Group, LLC | 17,597 | $72.4 萬 | 0.42% | 00.0% | 不變 |
| Ignite Planners, LLC | 18,763 | $72.4 萬 | 0.14% | +1,264+7.2% | 加碼 |
| Oddo BHF Asset Management SAS | 17,523 | $72.1 萬 | 0.03% | −10,490−37.4% | 減碼 |
| Venturi Wealth Management, LLC | 17,509 | $72.0 萬 | 0.04% | +710+4.2% | 加碼 |
| First Horizon Advisors, Inc. | 17,466 | $71.9 萬 | 0.02% | +350+2.0% | 加碼 |
| 3Chopt Investment Partners, LLC | 17,293 | $71.2 萬 | 0.19% | +5,660+48.7% | 加碼 |
| Strategic Advisors LLC | 17,100 | $70.4 萬 | 0.14% | 00.0% | 不變 |
| Axq Capital, LP | 17,066 | $70.2 萬 | 0.28% | +6,989+69.4% | 加碼 |
| Plato Investment Management Ltd | 16,799 | $69.9 萬 | 0.06% | +4,078+32.1% | 加碼 |
| OmniStar Financial Group, Inc. | 16,803 | $69.2 萬 | 0.55% | +81+0.5% | 加碼 |
| Eqis Capital Management, Inc. | 16,759 | $69.0 萬 | 0.06% | +1,558+10.2% | 加碼 |
| Citizens Financial Group Inc | 16,711 | $68.8 萬 | 0.01% | +2,078+14.2% | 加碼 |
| Gabelli Funds LLC | 16,700 | $68.7 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 16,626 | $68.4 萬 | 0.01% | +2,380+16.7% | 加碼 |
| Resources Management Corp | 16,600 | $68.3 萬 | 0.10% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 16,587 | $68.3 萬 | 0.06% | +309+1.9% | 加碼 |
| Wealth Quarterback LLC | 16,572 | $68.2 萬 | 0.38% | +1,285+8.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 16,500 | $67.9 萬 | 0.16% | +1,214+7.9% | 加碼 |
| HM Payson & Co | 16,499 | $67.9 萬 | 0.01% | +1,644+11.1% | 加碼 |
| Dudley Capital Management, LLC | 16,328 | $67.2 萬 | 0.36% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 16,316 | $67.1 萬 | 0.19% | −436−2.6% | 減碼 |
| Essex Financial Services, Inc. | 16,266 | $66.9 萬 | 0.05% | +109+0.7% | 加碼 |
| Reuter James Wealth Management, LLC | 16,242 | $66.8 萬 | 0.12% | −19−0.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,218 | $66.7 萬 | 0.09% | +394+2.5% | 加碼 |
| Signature Estate & Investment Advisors LLC | 15,999 | $65.8 萬 | 0.02% | −593−3.6% | 減碼 |
| Canal Capital Management, LLC | 15,994 | $65.8 萬 | 0.11% | −1,008−5.9% | 減碼 |
| Broyhill Asset Management | 15,980 | $65.8 萬 | 0.53% | 00.0% | 不變 |
| FLC Capital Advisors | 15,849 | $65.2 萬 | 0.15% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 15,828 | $65.1 萬 | 0.06% | +1,238+8.5% | 加碼 |
| IHT Wealth Management, LLC | 15,821 | $65.1 萬 | 0.02% | +29+0.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,802 | $65.0 萬 | 0.01% | +127+0.8% | 加碼 |
| Fiduciary Trust Co | 15,766 | $64.9 萬 | 0.01% | +2,291+17.0% | 加碼 |
| Woodard & Co Asset Management Group Inc | 15,702 | $64.6 萬 | 0.14% | −586−3.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 15,700 | $64.6 萬 | 0.09% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 15,654 | $64.4 萬 | 0.33% | −2,285−12.7% | 減碼 |
| Atticus Wealth Management, LLC | 15,634 | $64.3 萬 | 0.21% | 00.0% | 不變 |
| AlTi Global, Inc. | 15,604 | $64.2 萬 | 0.02% | −168−1.1% | 減碼 |
| My Legacy Advisors, LLC | 15,485 | $63.7 萬 | 0.25% | +2,124+15.9% | 加碼 |
| Sumitomo Life Insurance Co | 15,437 | $63.5 萬 | 0.02% | +197+1.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 15,410 | $63.4 萬 | 0.01% | +4,965+47.5% | 加碼 |
| Greenleaf Trust | 15,397 | $63.4 萬 | 0.01% | +1,698+12.4% | 加碼 |
| City Holding Co | 15,368 | $63.2 萬 | 0.09% | 00.0% | 不變 |
| Foster & Motley Inc | 15,328 | $63.1 萬 | 0.04% | −723−4.5% | 減碼 |
| Trust Asset Management LLC | 15,324 | $63.1 萬 | 0.05% | −463−2.9% | 減碼 |
| Strategic Blueprint, LLC | 15,234 | $62.7 萬 | 0.03% | +832+5.8% | 加碼 |
| Private Trust Co NA | 15,205 | $62.6 萬 | 0.06% | +1,181+8.4% | 加碼 |
| Raiffeisen Bank International AG | 15,462 | $62.6 萬 | 0.01% | +1,769+12.9% | 加碼 |
| Fox Run Management, L.L.C. | 15,188 | $62.5 萬 | 0.10% | +15,188 | 新進 |
| Silver Oak Securities, Inc | 15,421 | $62.4 萬 | 0.06% | +917+6.3% | 加碼 |
| Atomi Financial Group, Inc. | 15,145 | $62.3 萬 | 0.03% | −1,975−11.5% | 減碼 |
| Busey Wealth Management | 15,133 | $62.3 萬 | 0.02% | −508−3.2% | 減碼 |
| CenterStar Asset Management, LLC | 15,054 | $62.0 萬 | 0.89% | +15,054 | 新進 |
| ExodusPoint Capital Management, LP | 15,039 | $61.9 萬 | 0.01% | −922,042−98.4% | 減碼 |
| Fee-Only Financial Planning, L.C. | 15,041 | $61.9 萬 | 0.42% | −845−5.3% | 減碼 |
| Panagora Asset Management Inc | 15,009 | $61.8 萬 | 0.00% | +378+2.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 15,000 | $61.7 萬 | 0.02% | −1,500−9.1% | 減碼 |
| Loomis Sayles & Co L P | 14,973 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 14,930 | $61.4 萬 | 0.21% | +4,788+47.2% | 加碼 |
| Partners in Financial Planning | 14,808 | $60.9 萬 | 0.12% | +1,128+8.2% | 加碼 |
| F/M Investments LLC | 14,748 | $60.9 萬 | 0.02% | −214,338−93.6% | 減碼 |
| MAI Capital Management | 14,791 | $60.9 萬 | 0.00% | +1,133+8.3% | 加碼 |
| Evergreen Capital Management LLC | 14,777 | $60.8 萬 | 0.02% | −135−0.9% | 減碼 |
| Riverbend Wealth Management, LLC | 14,775 | $60.8 萬 | 0.54% | +151+1.0% | 加碼 |
| LMR Partners LLP | 14,769 | $60.8 萬 | 0.01% | +13,957+1,718.8% | 加碼 |