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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 11,775 | $50.6 萬 | 0.02% | 00.0% | 不變 |
| Axq Capital, LP | 11,772 | $50.6 萬 | 0.16% | −5,294−31.0% | 減碼 |
| Shepherd Financial Partners LLC | 11,890 | $51.1 萬 | 0.05% | −202−1.7% | 減碼 |
| Westwood Holdings Group Inc. | 11,945 | $51.4 萬 | 0.00% | −645−5.1% | 減碼 |
| Midland Wealth Advisors LLC | 11,975 | $51.5 萬 | 0.03% | −1,518−11.3% | 減碼 |
| Sherbrooke Park Advisers LLC | 11,979 | $51.5 萬 | 0.22% | +11,979 | 新進 |
| Farmers & Merchants Investments Inc | 11,982 | $51.5 萬 | 0.02% | −526−4.2% | 減碼 |
| Washington Capital Management Inc | 12,000 | $51.6 萬 | 0.38% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 12,022 | $51.7 萬 | 0.01% | −539−4.3% | 減碼 |
| Banco Santander, S.A. | 12,031 | $51.7 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 12,054 | $51.8 萬 | 0.01% | −880−6.8% | 減碼 |
| Orrstown Financial Services Inc | 12,186 | $52.4 萬 | 0.11% | +12,186 | 新進 |
| Alamea Verwaltungs GmbH | 12,202 | $52.5 萬 | 0.39% | +12,202 | 新進 |
| Live Oak Private Wealth LLC | 12,274 | $52.8 萬 | 0.08% | −110−0.9% | 減碼 |
| Thompson Investment Management, Inc. | 12,276 | $52.8 萬 | 0.07% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 12,297 | $52.9 萬 | 0.10% | +20.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 12,335 | $53.0 萬 | 0.28% | −200−1.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,360 | $53.1 萬 | 0.02% | −177−1.4% | 減碼 |
| Code Waechter LLC | 12,467 | $53.6 萬 | 0.38% | +3,593+40.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 12,477 | $53.6 萬 | 0.07% | −2,246−15.3% | 減碼 |
| Savvy Advisors, Inc. | 12,479 | $53.6 萬 | 0.04% | +12,479 | 新進 |
| Evercore Wealth Management, LLC | 12,488 | $53.7 萬 | 0.01% | −125−1.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 12,495 | $53.7 萬 | 0.22% | −113−0.9% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 12,493 | $53.7 萬 | 0.03% | −7,164−36.4% | 減碼 |
| Intrust Bank NA | 12,563 | $54.0 萬 | 0.05% | +796+6.8% | 加碼 |
| Wolff Financial Management LLC | 12,586 | $54.1 萬 | 0.14% | +12,586 | 新進 |
| Wealth Alliance Advisory Group, LLC | 12,624 | $54.3 萬 | 0.10% | 00.0% | 不變 |
| Hilltop National Bank | 12,626 | $54.3 萬 | 0.14% | +12,626 | 新進 |
| Forefront Wealth Partners, LLC | 12,535 | $54.4 萬 | 0.37% | −17−0.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 12,680 | $54.5 萬 | 0.01% | −2,730−17.7% | 減碼 |
| RKL Wealth Management LLC | 12,705 | $54.6 萬 | 0.05% | −202−1.6% | 減碼 |
| Chemung Canal Trust Co | 12,712 | $54.6 萬 | 0.11% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 12,735 | $54.7 萬 | 0.15% | +213+1.7% | 加碼 |
| Sunpointe, LLC | 12,737 | $54.8 萬 | 0.22% | +6,646+109.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 12,765 | $54.9 萬 | 0.01% | +2,617+25.8% | 加碼 |
| Payden & Rygel | 12,800 | $55.0 萬 | 0.05% | −21,600−62.8% | 減碼 |
| Cigna Investments Inc | 12,794 | $55.0 萬 | 0.09% | −682−5.1% | 減碼 |
| RFP Financial Group LLC | 12,814 | $55.1 萬 | 0.23% | −6,262−32.8% | 減碼 |
| Westhampton Capital, LLC | 12,925 | $55.6 萬 | 0.29% | 00.0% | 不變 |
| Duncan Williams Asset Management, LLC | 13,008 | $55.9 萬 | 0.18% | +132+1.0% | 加碼 |
| Greenleaf Trust | 13,047 | $56.1 萬 | 0.00% | −2,350−15.3% | 減碼 |
| Foster & Motley Inc | 13,042 | $56.1 萬 | 0.03% | −2,286−14.9% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $56.4 萬 | 0.16% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 13,130 | $56.4 萬 | 0.27% | +330+2.6% | 加碼 |
| Syon Capital LLC | 13,293 | $57.1 萬 | 0.04% | +5,541+71.5% | 加碼 |
| Fiduciary Group LLC | 13,358 | $57.4 萬 | 0.05% | −359−2.6% | 減碼 |
| Sivia Capital Partners, LLC | 13,382 | $57.5 萬 | 0.20% | +13,382 | 新進 |
| Catalytic Wealth RIA, LLC | 13,408 | $57.6 萬 | 0.05% | +13,408 | 新進 |
| Archer Investment Corp | 13,411 | $57.7 萬 | 0.14% | +10.0% | 加碼 |
| IHT Wealth Management, LLC | 13,416 | $57.7 萬 | 0.02% | −2,405−15.2% | 減碼 |
| Eastover Investment Advisors LLC | 13,481 | $58.0 萬 | 0.26% | 00.0% | 不變 |
| Klingman & Associates, LLC | 13,503 | $58.0 萬 | 0.03% | +1,747+14.9% | 加碼 |
| Koshinski Asset Management, Inc. | 13,504 | $58.1 萬 | 0.04% | +1,382+11.4% | 加碼 |
| Pinnacle Holdings, LLC | 13,520 | $58.1 萬 | 0.21% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 13,520 | $58.1 萬 | 0.04% | −257−1.9% | 減碼 |
| Prosperity Consulting Group, LLC | 13,561 | $58.3 萬 | 0.04% | +223+1.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,759 | $59.1 萬 | 0.02% | +884+6.9% | 加碼 |
| Adams Wealth Management | 13,812 | $59.4 萬 | 0.11% | +13,812 | 新進 |
| CacheTech Inc. | 13,812 | $59.4 萬 | 0.11% | +13,812 | 新進 |
| Hoxton Planning & Management, LLC | 13,822 | $59.4 萬 | 0.21% | +246+1.8% | 加碼 |
| NewEdge Wealth, LLC | 13,889 | $59.5 萬 | 0.01% | −5,282−27.6% | 減碼 |
| Caxton Associates LLP | 13,848 | $59.5 萬 | 0.02% | −14,620−51.4% | 減碼 |
| Wedmont Private Capital | 13,237 | $59.8 萬 | 0.03% | +2,075+18.6% | 加碼 |
| Fiduciary Family Office, LLC | 13,952 | $60.0 萬 | 0.20% | −8,838−38.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,585 | $60.0 萬 | 0.34% | 00.0% | 不變 |
| YANKCOM Partnership | 14,006 | $60.2 萬 | 0.29% | +184+1.3% | 加碼 |
| Chilton Investment Co LLC | 14,020 | $60.3 萬 | 0.01% | +1,070+8.3% | 加碼 |
| F/M Investments LLC | 13,994 | $60.3 萬 | 0.02% | −754−5.1% | 減碼 |
| Prosperity Wealth Management, Inc. | 14,024 | $60.3 萬 | 0.22% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 14,057 | $60.4 萬 | 0.02% | +792+6.0% | 加碼 |
| Aviance Capital Partners, LLC | 14,057 | $60.4 萬 | 0.08% | +1,118+8.6% | 加碼 |
| Alteri Wealth LLC | 14,082 | $60.5 萬 | 0.23% | +1,126+8.7% | 加碼 |
| Rossmore Private Capital | 14,118 | $60.7 萬 | 0.07% | −133−0.9% | 減碼 |
| Financial Management Network Inc | 13,337 | $60.7 萬 | 0.11% | +37+0.3% | 加碼 |
| Morse Asset Management, Inc | 14,150 | $60.8 萬 | 0.13% | −6,800−32.5% | 減碼 |
| Revisor Wealth Management LLC | 13,459 | $61.2 萬 | 0.22% | +13,459 | 新進 |
| Icon Wealth Advisors, LLC | 14,295 | $61.5 萬 | 0.04% | +10.0% | 加碼 |
| First Financial Group Corp | 14,336 | $61.6 萬 | 0.60% | −50.0% | 減碼 |
| Parallel Advisors, LLC | 14,343 | $61.7 萬 | 0.01% | +3,949+38.0% | 加碼 |
| First City Capital Management, Inc. | 14,346 | $61.7 萬 | 0.36% | +1,224+9.3% | 加碼 |
| Raiffeisen Bank International AG | 14,919 | $61.8 萬 | 0.01% | −543−3.5% | 減碼 |
| Fiduciary Trust Co | 14,439 | $62.1 萬 | 0.01% | −1,327−8.4% | 減碼 |
| Keel Point, LLC | 14,445 | $62.1 萬 | 0.04% | +2,232+18.3% | 加碼 |
| Centennial Wealth Advisory LLC | 14,482 | $62.3 萬 | 0.20% | +117+0.8% | 加碼 |
| Texas Yale Capital Corp. | 14,530 | $62.5 萬 | 0.02% | +2,032+16.3% | 加碼 |
| Montag & Caldwell, LLC | 14,562 | $62.6 萬 | 0.14% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 14,594 | $62.7 萬 | 0.03% | +14,594 | 新進 |
| Oak Hill Wealth Advisors, LLC | 13,844 | $62.9 萬 | 0.13% | −677−4.7% | 減碼 |
| X-Square Capital, LLC | 14,632 | $62.9 萬 | 0.23% | +733+5.3% | 加碼 |
| Sumitomo Life Insurance Co | 14,678 | $63.1 萬 | 0.04% | −759−4.9% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $63.2 萬 | 0.08% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 14,728 | $63.3 萬 | 0.13% | −7,396−33.4% | 減碼 |
| Legacy Capital Group California, Inc. | 14,767 | $63.5 萬 | 0.18% | −163−1.1% | 減碼 |
| Sterling Capital Management LLC | 14,773 | $63.5 萬 | 0.01% | +420+2.9% | 加碼 |
| Busey Wealth Management | 14,783 | $63.6 萬 | 0.02% | −350−2.3% | 減碼 |
| Centurion Wealth Management LLC | 14,798 | $63.6 萬 | 0.18% | +808+5.8% | 加碼 |
| Partners in Financial Planning | 14,808 | $63.7 萬 | 0.12% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 14,836 | $63.7 萬 | 0.09% | +14,836 | 新進 |
| Riverbend Wealth Management, LLC | 14,959 | $64.3 萬 | 0.49% | +184+1.2% | 加碼 |
| Panagora Asset Management Inc | 14,970 | $64.4 萬 | 0.00% | −39−0.3% | 減碼 |