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 1,706 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 2 季 13F 持有人
Truist Financial Corp 在 2025/6/30 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
- 1,549
- 較 2025 年第 1 季 +6 家
- 持有股數
- 9.61 億
- 較 2025 年第 1 季 −1,319 萬 (−1.4%)
- 總市值
- $413.1 億
- 較 2025 年第 1 季 +$13.3 億 (+3.3%)
- 新進機構
- 122
- 另有 614 家加碼
- 清倉機構
- 116
- 另有 614 家減碼
另有 15 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 1,706 | $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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Good Steward Wealth Advisors,LLC | 5,051 | $21.7 萬 | 0.17% | −4,941−49.4% | 減碼 |
| Net Worth Advisory Group | 5,061 | $21.8 萬 | 0.05% | +5,061 | 新進 |
| Spirepoint Private Client, LLC | 5,071 | $21.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Ambassador Advisors, LLC | 5,084 | $21.9 萬 | 0.03% | 00.0% | 不變 |
| Shayne & Co., LLC | 5,084 | $21.9 萬 | 0.07% | −20.0% | 減碼 |
| 1776 Wealth LLC | 5,100 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 5,146 | $22.1 萬 | 0.01% | +776+17.8% | 加碼 |
| SC&H Financial Advisors, Inc. | 5,183 | $22.3 萬 | 0.04% | −150−2.8% | 減碼 |
| Tennessee Valley Asset Management Partners | 5,200 | $22.4 萬 | 0.06% | −1,026−16.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,204 | $22.4 萬 | 0.00% | −428−7.6% | 減碼 |
| TradeWell Securities, LLC. | 5,203 | $22.4 萬 | 0.11% | +54+1.0% | 加碼 |
| Norden Group LLC | 5,206 | $22.4 萬 | 0.02% | −1,442−21.7% | 減碼 |
| M. Kulyk & Associates, LLC | 5,210 | $22.4 萬 | 0.05% | 00.0% | 不變 |
| Augustine Asset Management Inc | 5,218 | $22.4 萬 | 0.06% | −621−10.6% | 減碼 |
| Baron Wealth Management LLC | 5,256 | $22.6 萬 | 0.08% | +315+6.4% | 加碼 |
| Harbour Investments, Inc. | 5,274 | $22.7 萬 | 0.01% | +9+0.2% | 加碼 |
| Gries Financial LLC | 5,274 | $22.7 萬 | 0.04% | +5,274 | 新進 |
| Paragon Capital Management Ltd | 5,274 | $22.7 萬 | 0.04% | −1,916−26.6% | 減碼 |
| Waldron Private Wealth LLC | 5,275 | $22.7 萬 | 0.01% | +17+0.3% | 加碼 |
| Capital Analysts, LLC | 5,278 | $22.7 萬 | 0.01% | −236−4.3% | 減碼 |
| WealthTrust Axiom LLC | 5,301 | $22.8 萬 | 0.07% | −4,510−46.0% | 減碼 |
| Conning Inc. | 5,312 | $22.8 萬 | 0.01% | −4,580−46.3% | 減碼 |
| Atlantic Family Wealth, LLC | 5,318 | $22.9 萬 | 0.20% | −20−0.4% | 減碼 |
| Yeomans Consulting Group, Inc. | 5,178 | $22.9 萬 | 0.09% | +116+2.3% | 加碼 |
| Silverlake Wealth Management LLC | 5,335 | $22.9 萬 | 0.07% | +5,335 | 新進 |
| TrueWealth Advisors, LLC | 5,335 | $22.9 萬 | 0.07% | +371+7.5% | 加碼 |
| Harmony Asset Management LLC | 5,355 | $23.0 萬 | 0.09% | +5,355 | 新進 |
| Smith, Moore & Co. | 5,364 | $23.1 萬 | 0.02% | +8+0.1% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 5,400 | $23.2 萬 | 0.16% | 00.0% | 不變 |
| Rock Point Advisors, LLC | 5,475 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Consolidated Planning Corp | 5,488 | $23.6 萬 | 0.03% | +5,488 | 新進 |
| Souders Financial Advisors | 5,496 | $23.6 萬 | 0.03% | +5,496 | 新進 |
| Transamerica Financial Advisors, Inc. | 5,496 | $23.6 萬 | 0.02% | −250−4.4% | 減碼 |
| Madison Asset Management, LLC | 5,500 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Next Level Private LLC | 5,527 | $23.8 萬 | 0.08% | +81+1.5% | 加碼 |
| Parcion Private Wealth LLC | 5,527 | $23.8 萬 | 0.02% | −140,424−96.2% | 減碼 |
| Evoke Wealth, LLC | 5,543 | $23.8 萬 | 0.01% | +5,543 | 新進 |
| Cannon Wealth Management Services, LLC | 5,559 | $23.9 萬 | 0.20% | 00.0% | 不變 |
| Penserra Capital Management LLC | 5,585 | $23.9 萬 | 0.00% | −6,534−53.9% | 減碼 |
| Continuum Advisory, LLC | 5,562 | $23.9 萬 | 0.03% | −4,003−41.9% | 減碼 |
| Smith & Howard Wealth Management, LLC | 5,582 | $24.0 萬 | 0.06% | +7+0.1% | 加碼 |
| Muirfield Wealth Advisors LLC | 5,603 | $24.1 萬 | 0.19% | +73+1.3% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 5,604 | $24.1 萬 | 0.06% | +5,604 | 新進 |
| Heartwood Wealth Advisors LLC | 5,612 | $24.1 萬 | 0.03% | −1,086−16.2% | 減碼 |
| BLB&B Advisors, LLC | 5,628 | $24.2 萬 | 0.01% | −5,412−49.0% | 減碼 |
| Smith Thornton Advisors LLC | 5,669 | $24.4 萬 | 0.14% | +60+1.1% | 加碼 |
| Victory Financial Group, LLC | 5,679 | $24.4 萬 | 0.04% | +5,679 | 新進 |
| Integrated Investment Consultants, LLC | 5,701 | $24.5 萬 | 0.05% | +5,701 | 新進 |
| Ashton Thomas Private Wealth, LLC | 5,713 | $24.6 萬 | 0.01% | −442−7.2% | 減碼 |
| Peak Planning Group, LLC | 5,722 | $24.6 萬 | 0.16% | +5,722 | 新進 |
| Lafayette Investments, Inc. | 5,727 | $24.6 萬 | 0.05% | +5,727 | 新進 |
| Prossimo Advisors, LLC | 5,744 | $24.7 萬 | 0.20% | +5,744 | 新進 |
| Fortress Wealth Group, LLC | 5,694 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 5,779 | $24.8 萬 | 0.01% | +5,779 | 新進 |
| Arbor Investment Advisors, LLC | 5,794 | $24.9 萬 | 0.03% | +64+1.1% | 加碼 |
| L2 Asset Management, LLC | 5,797 | $24.9 萬 | 0.04% | +174+3.1% | 加碼 |
| Evermay Wealth Management LLC | 5,805 | $25.0 萬 | 0.03% | −150−2.5% | 減碼 |
| Cape Investment Advisory, Inc. | 5,811 | $25.0 萬 | 0.09% | +521+9.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,811 | $25.0 萬 | 0.01% | −14,977−72.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,814 | $25.0 萬 | 0.02% | −103−1.7% | 減碼 |
| Court Place Advisors, LLC | 5,822 | $25.0 萬 | 0.08% | +5,822 | 新進 |
| Patton Fund Management, Inc. | 5,846 | $25.1 萬 | 0.06% | +5,846 | 新進 |
| Family Legacy, Inc. | 5,870 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| David Loasby | 5,881 | $25.3 萬 | 0.02% | −9,008−60.5% | 減碼 |
| GeoWealth Management, LLC | 5,879 | $25.3 萬 | 0.01% | +577+10.9% | 加碼 |
| Everstar Asset Management, LLC | 5,908 | $25.4 萬 | 0.15% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,897 | $25.4 萬 | 0.08% | −136−2.3% | 減碼 |
| WBH Advisory Inc | 5,910 | $25.4 萬 | 0.02% | −464−7.3% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 5,933 | $25.5 萬 | 0.12% | −3,047−33.9% | 減碼 |
| Timonier Family Office, LTD. | 5,941 | $25.5 萬 | 0.10% | 00.0% | 不變 |
| Cascades Capital Asset Management, LLC | 5,968 | $25.7 萬 | 0.13% | +39+0.7% | 加碼 |
| SummitTX Capital, L.P. | 5,973 | $25.7 萬 | 0.01% | −7,108−54.3% | 減碼 |
| D'Orazio & Associates, Inc. | 5,976 | $25.7 萬 | 0.04% | +181+3.1% | 加碼 |
| Avaii Wealth Management, LLC | 6,000 | $25.8 萬 | 0.11% | −102−1.7% | 減碼 |
| Apexium Financial, LP | 6,018 | $25.9 萬 | 0.01% | +587+10.8% | 加碼 |
| Capital Square, LLC | 5,697 | $25.9 萬 | 0.14% | +29+0.5% | 加碼 |
| Rakuten Securities, Inc. | 6,035 | $25.9 萬 | 0.10% | +10.0% | 加碼 |
| Frederick Financial Consultants, LLC | 6,035 | $25.9 萬 | 0.16% | +31+0.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,039 | $26.0 萬 | 0.05% | −1,405−18.9% | 減碼 |
| VSM Wealth Advisory, LLC | 6,045 | $26.0 萬 | 0.09% | +1,115+22.6% | 加碼 |
| Castleview Partners, LLC | 6,066 | $26.1 萬 | 0.17% | +399+7.0% | 加碼 |
| Genesis Private Wealth, LLC | 6,098 | $26.2 萬 | 0.12% | +800+15.1% | 加碼 |
| GTS Securities LLC | 6,118 | $26.3 萬 | 0.01% | −24,465−80.0% | 減碼 |
| Kestra Investment Management, LLC | 6,192 | $26.4 萬 | 0.00% | +5,096+465.0% | 加碼 |
| Quotient Wealth Partners, LLC | 6,198 | $26.6 萬 | 0.01% | −539−8.0% | 減碼 |
| Armis Advisers, LLC | 5,868 | $26.7 萬 | 0.02% | +5,868 | 新進 |
| MBB Public Markets I LLC | 6,236 | $26.8 萬 | 0.03% | −1,452−18.9% | 減碼 |
| Peachtree Investment Partners, LLC | 6,249 | $26.9 萬 | 0.10% | −180−2.8% | 減碼 |
| United Community Bank | 6,292 | $27.0 萬 | 0.09% | −586−8.5% | 減碼 |
| Empower Advisory Group, LLC | 6,304 | $27.1 萬 | 0.00% | −22,839−78.4% | 減碼 |
| Mather Group, LLC. | 6,305 | $27.1 萬 | 0.00% | −147−2.3% | 減碼 |
| Calton & Associates, Inc. | 6,326 | $27.2 萬 | 0.05% | −247−3.8% | 減碼 |
| Alta Advisers Ltd | 6,350 | $27.3 萬 | 0.10% | 00.0% | 不變 |
| 44 Wealth Management LLC | 6,356 | $27.3 萬 | 0.10% | +6,356 | 新進 |
| CVA Family Office, LLC | 6,364 | $27.4 萬 | 0.04% | +207+3.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 6,368 | $27.4 萬 | 0.19% | +258+4.2% | 加碼 |
| ARS Wealth Advisors Group, LLC | 6,399 | $27.5 萬 | 0.03% | +27+0.4% | 加碼 |
| Machina Capital S.A.S. | 6,414 | $27.6 萬 | 0.06% | +6,414 | 新進 |