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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 6,441 | $27.7 萬 | 0.07% | +343+5.6% | 加碼 |
| Platform Technology Partners | 6,447 | $27.7 萬 | 0.07% | +6,447 | 新進 |
| Cary Street Partner Investment Advisory LLC | 6,499 | $27.9 萬 | 0.14% | +3,353+106.6% | 加碼 |
| Canton Hathaway, LLC | 6,516 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Nilsine Partners, LLC | 6,517 | $28.0 萬 | 0.03% | −813−11.1% | 減碼 |
| Capstone Investment Advisors, LLC | 6,544 | $28.1 萬 | 0.00% | +12+0.2% | 加碼 |
| West Family Investments, Inc. | 6,569 | $28.2 萬 | 0.07% | +1,313+25.0% | 加碼 |
| Sapient Capital LLC | 6,599 | $28.4 萬 | 0.01% | −120−1.8% | 減碼 |
| Meridian Financial Partners LLC | 6,612 | $28.4 萬 | 0.13% | −75−1.1% | 減碼 |
| Regal Investment Advisors LLC | 6,616 | $28.4 萬 | 0.02% | +6,616 | 新進 |
| PDS Planning, Inc | 6,620 | $28.5 萬 | 0.02% | +6,620 | 新進 |
| Wagner Wealth Management, LLC | 6,623 | $28.5 萬 | 0.06% | −7−0.1% | 減碼 |
| Journey Strategic Wealth LLC | 6,624 | $28.5 萬 | 0.01% | +1,362+25.9% | 加碼 |
| Convergence Financial, LLC | 6,664 | $28.6 萬 | 0.05% | −217−3.2% | 減碼 |
| Cornerstone Management, Inc. | 6,678 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Hill Investment Group Partners, LLC | 6,691 | $28.8 萬 | 0.04% | +53+0.8% | 加碼 |
| Councilmark Asset Management, LLC | 6,692 | $28.8 萬 | 0.18% | +42+0.6% | 加碼 |
| Whipplewood Advisors, LLC | 6,740 | $29.0 萬 | 0.16% | −375−5.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 6,383 | $29.1 萬 | 0.20% | +10.0% | 加碼 |
| Skopos Labs, Inc. | 6,774 | $29.1 萬 | 0.04% | +3,206+89.9% | 加碼 |
| Main Street Financial Solutions, LLC | 6,783 | $29.2 萬 | 0.02% | +1,134+20.1% | 加碼 |
| Caldwell Trust Co | 6,822 | $29.3 萬 | 0.03% | +73+1.1% | 加碼 |
| Lido Advisors, LLC | 6,830 | $29.4 萬 | 0.00% | −95,659−93.3% | 減碼 |
| Fonville Wealth Management LLC | 6,841 | $29.4 萬 | 0.07% | 00.0% | 不變 |
| National Asset Management, Inc. | 6,872 | $29.5 萬 | 0.01% | −13,298−65.9% | 減碼 |
| Bridgewater Advisors Inc. | 7,277 | $29.6 萬 | 0.02% | +477+7.0% | 加碼 |
| SkyView Investment Advisors, LLC | 6,984 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 6,936 | $29.8 萬 | 0.01% | −2,474−26.3% | 減碼 |
| FIL Ltd | 6,938 | $29.8 萬 | 0.00% | +6,938 | 新進 |
| Aegis Wealth Management LLC | 7,276 | $29.9 萬 | 0.18% | 00.0% | 不變 |
| Sage Investment Counsel LLC | 6,993 | $30.1 萬 | 0.35% | +10.0% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,045 | $30.3 萬 | 0.34% | +30.0% | 加碼 |
| Select Asset Management & Trust | 7,097 | $30.5 萬 | 0.10% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 7,096 | $30.5 萬 | 0.02% | +1,639+30.0% | 加碼 |
| Waddell & Associates, LLC | 7,134 | $30.7 萬 | 0.03% | +1,333+23.0% | 加碼 |
| Apella Capital, LLC | 6,798 | $30.7 萬 | 0.01% | −503−6.9% | 減碼 |
| Lyell Wealth Management, LP | 7,143 | $30.7 萬 | 0.02% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 7,172 | $30.8 萬 | 0.00% | −1,835−20.4% | 減碼 |
| Haverford Trust Co | 7,215 | $31.0 萬 | 0.00% | −536−6.9% | 減碼 |
| Perpetual Ltd | 7,250 | $31.2 萬 | 0.00% | −3,601−33.2% | 減碼 |
| Biltmore Family Office, LLC | 7,274 | $31.3 萬 | 0.05% | +324+4.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,284 | $31.3 萬 | 0.02% | −2,460−25.2% | 減碼 |
| Quest Partners LLC | 7,304 | $31.4 萬 | 0.03% | +2,058+39.2% | 加碼 |
| Manske Wealth Management | 7,325 | $31.5 萬 | 0.10% | −684−8.5% | 減碼 |
| Birmingham Capital Management Co Inc | 7,400 | $31.8 萬 | 0.14% | −335−4.3% | 減碼 |
| Stone Point Wealth LLC | 7,400 | $31.8 萬 | 0.10% | 00.0% | 不變 |
| tru Independence LLC | 7,459 | $32.1 萬 | 0.09% | +101+1.4% | 加碼 |
| Enterprise Bank & Trust Co | 7,536 | $32.4 萬 | 0.12% | +2,485+49.2% | 加碼 |
| ForthRight Wealth Management, LLC | 7,616 | $32.7 萬 | 0.10% | +20.0% | 加碼 |
| Paradigm Financial Partners, LLC | 7,618 | $32.7 萬 | 0.04% | −1,819−19.3% | 減碼 |
| SG Americas Securities, LLC | 7,624 | $32.8 萬 | 0.00% | −685,048−98.9% | 減碼 |
| First United Bank Trust | 7,637 | $32.8 萬 | 0.11% | −59−0.8% | 減碼 |
| Morris Financial Concepts, Inc. | 7,688 | $33.1 萬 | 0.13% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 7,709 | $33.1 萬 | 0.05% | +325+4.4% | 加碼 |
| Formidable Asset Management, LLC | 8,077 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 7,370 | $33.3 萬 | 0.12% | +75+1.0% | 加碼 |
| Clarius Group, LLC | 7,791 | $33.5 萬 | 0.02% | −2,196−22.0% | 減碼 |
| Abacus Planning Group, Inc. | 7,823 | $33.6 萬 | 0.05% | −421−5.1% | 減碼 |
| Tompkins Financial Corp | 7,857 | $33.8 萬 | 0.03% | +195+2.5% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,878 | $33.9 萬 | 0.02% | +386+5.2% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 7,968 | $34.3 萬 | 0.08% | −1,348−14.5% | 減碼 |
| Sage Mountain Advisors LLC | 7,969 | $34.3 萬 | 0.02% | −1,246−13.5% | 減碼 |
| Wynn Capital, LLC | 7,974 | $34.3 萬 | 0.18% | −200−2.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Nwam LLC | 7,941 | $34.7 萬 | 0.02% | −146−1.8% | 減碼 |
| Chicago Partners Investment Group LLC | 7,576 | $34.7 萬 | 0.01% | −598−7.3% | 減碼 |
| BankPlus Wealth Management LLC | 8,090 | $34.8 萬 | 0.23% | +180+2.3% | 加碼 |
| LBMC Investment Advisors, LLC | 8,098 | $34.8 萬 | 0.02% | 00.0% | 不變 |
| Aaron Wealth Advisors | 8,134 | $35.0 萬 | 0.04% | −557−6.4% | 減碼 |
| Institute for Wealth Management, LLC. | 8,136 | $35.0 萬 | 0.04% | +20.0% | 加碼 |
| Cim Investment Mangement Inc | 8,187 | $35.2 萬 | 0.07% | −40−0.5% | 減碼 |
| Aldebaran Financial Inc. | 8,211 | $35.3 萬 | 0.39% | +500+6.5% | 加碼 |
| Transcend Wealth Collective, LLC | 8,238 | $35.4 萬 | 0.03% | +2,173+35.8% | 加碼 |
| Founders Grove Wealth Partners, LLC | 8,239 | $35.4 萬 | 0.09% | +41+0.5% | 加碼 |
| Lazard Asset Management LLC | 8,291 | $35.6 萬 | 0.00% | −1,003−10.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 8,308 | $35.7 萬 | 0.01% | +66+0.8% | 加碼 |
| Ti-Trust, Inc | 8,330 | $35.8 萬 | 0.24% | 00.0% | 不變 |
| Total Wealth Planning & Management, Inc. | 8,336 | $35.8 萬 | 0.31% | +300+3.7% | 加碼 |
| Ellevest, Inc. | 8,337 | $35.8 萬 | 0.06% | −3,173−27.6% | 減碼 |
| Aprio Wealth Management, LLC | 8,338 | $35.8 萬 | 0.04% | +1,299+18.5% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 8,369 | $36.0 萬 | 0.07% | +88+1.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,385 | $36.0 萬 | 0.04% | −50−0.6% | 減碼 |
| Asset Dedication, LLC | 8,392 | $36.1 萬 | 0.03% | +5,071+152.7% | 加碼 |
| Spire Wealth Management | 8,402 | $36.1 萬 | 0.01% | −6,257−42.7% | 減碼 |
| IFP Advisors, Inc | 7,662 | $36.2 萬 | 0.01% | −744−8.9% | 減碼 |
| Cypress Wealth Services, LLC | 8,446 | $36.3 萬 | 0.06% | +105+1.3% | 加碼 |
| Clark Capital Management Group, Inc. | 8,449 | $36.3 萬 | 0.00% | −564−6.3% | 減碼 |
| Daymark Wealth Partners, LLC | 8,455 | $36.3 萬 | 0.01% | +2,330+38.0% | 加碼 |
| Pallas Capital Advisors LLC | 8,481 | $36.5 萬 | 0.01% | −2,375−21.9% | 減碼 |
| Clark Financial Services Group Inc | 8,538 | $36.7 萬 | 0.23% | +64+0.8% | 加碼 |
| Belpointe Asset Management LLC | 8,549 | $36.8 萬 | 0.02% | −23,987−73.7% | 減碼 |
| 1st Source Bank | 8,577 | $36.9 萬 | 0.02% | +681+8.6% | 加碼 |
| Hilton Capital Management, LLC | 8,614 | $37.0 萬 | 0.03% | +8,614 | 新進 |
| Phillips Wealth Planners LLC | 8,161 | $37.1 萬 | 0.34% | +1,930+31.0% | 加碼 |
| AA Financial Advisors, LLC | 8,625 | $37.1 萬 | 0.08% | +8,625 | 新進 |
| Valley National Advisers Inc | 8,633 | $37.1 萬 | 0.06% | −925−9.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,643 | $37.2 萬 | 0.03% | +168+2.0% | 加碼 |
| Keystone Financial Group | 8,665 | $37.2 萬 | 0.03% | +2,022+30.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,678 | $37.3 萬 | 0.02% | +418+5.1% | 加碼 |
| Howard Capital Management Inc. | 8,724 | $37.5 萬 | 0.01% | +1,084+14.2% | 加碼 |