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 |
|---|---|---|---|---|---|
| Atom Investors LP | 14,996 | $64.5 萬 | 0.06% | −95,744−86.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 15,000 | $64.5 萬 | 0.02% | 00.0% | 不變 |
| NorthRock Partners, LLC | 15,038 | $64.6 萬 | 0.02% | +3,489+30.2% | 加碼 |
| Strategic Blueprint, LLC | 15,091 | $64.9 萬 | 0.03% | −143−0.9% | 減碼 |
| Pitcairn Co | 15,158 | $65.2 萬 | 0.04% | −3,043−16.7% | 減碼 |
| Versor Investments LP | 15,208 | $65.4 萬 | 0.12% | +15,208 | 新進 |
| Atomi Financial Group, Inc. | 15,310 | $65.8 萬 | 0.02% | +165+1.1% | 加碼 |
| Trust Asset Management LLC | 15,324 | $65.9 萬 | 0.05% | 00.0% | 不變 |
| City Holding Co | 15,368 | $66.1 萬 | 0.09% | 00.0% | 不變 |
| Fee-Only Financial Planning, L.C. | 15,371 | $66.1 萬 | 0.41% | +330+2.2% | 加碼 |
| Mayfair Advisory Group, LLC | 15,597 | $67.2 萬 | 0.32% | −2,000−11.4% | 減碼 |
| FSM Wealth Advisors, LLC | 14,878 | $67.2 萬 | 0.11% | +14,878 | 新進 |
| Atticus Wealth Management, LLC | 15,634 | $67.2 萬 | 0.18% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,687 | $67.4 萬 | 0.00% | +7,037+81.4% | 加碼 |
| Woodard & Co Asset Management Group Inc | 15,702 | $67.5 萬 | 0.12% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 15,715 | $67.6 萬 | 0.11% | −527−3.2% | 減碼 |
| Morningstar Investment Management LLC | 15,728 | $67.6 萬 | 0.06% | +2,948+23.1% | 加碼 |
| Waterloo Capital, L.P. | 15,743 | $67.7 萬 | 0.05% | +2,346+17.5% | 加碼 |
| Integrated Advisors Network LLC | 15,823 | $68.0 萬 | 0.03% | −41,441−72.4% | 減碼 |
| FLC Capital Advisors | 15,849 | $68.1 萬 | 0.14% | 00.0% | 不變 |
| NBT Bank N A | 15,849 | $68.1 萬 | 0.05% | +2,158+15.8% | 加碼 |
| Sigma Planning Corp | 15,905 | $68.4 萬 | 0.02% | −4,724−22.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 15,966 | $68.6 萬 | 0.03% | +5,041+46.1% | 加碼 |
| Broyhill Asset Management | 15,980 | $68.7 萬 | 0.62% | 00.0% | 不變 |
| Canal Capital Management, LLC | 16,092 | $69.2 萬 | 0.11% | +98+0.6% | 加碼 |
| Graham Capital Management, L.P. | 16,100 | $69.2 萬 | 0.02% | +16,100 | 新進 |
| NBC Securities, Inc. | 16,136 | $69.3 萬 | 0.06% | −21,780−57.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,185 | $69.6 萬 | 0.05% | +357+2.3% | 加碼 |
| Dudley Capital Management, LLC | 16,328 | $70.2 萬 | 0.35% | 00.0% | 不變 |
| Shell Asset Management Co | 16,335 | $70.2 萬 | 0.02% | +5,566+51.7% | 加碼 |
| First County Bank | 16,391 | $70.5 萬 | 0.38% | −1,272−7.2% | 減碼 |
| Strategic Advisors LLC | 16,440 | $70.7 萬 | 0.14% | −660−3.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 16,457 | $70.7 萬 | 0.18% | +141+0.9% | 加碼 |
| Naples Global Advisors, LLC | 16,471 | $70.8 萬 | 0.06% | +2,051+14.2% | 加碼 |
| OmniStar Financial Group, Inc. | 16,505 | $71.0 萬 | 0.53% | −298−1.8% | 減碼 |
| TownSquare Capital, LLC | 16,512 | $71.0 萬 | 0.07% | −91,096−84.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 16,561 | $71.2 萬 | 0.04% | −1,179−6.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 16,598 | $71.4 萬 | 0.01% | +796+5.0% | 加碼 |
| Boston Private Wealth LLC | 16,629 | $71.5 萬 | 0.04% | −1,640−9.0% | 減碼 |
| PFG Investments, LLC | 16,688 | $71.7 萬 | 0.04% | +2,893+21.0% | 加碼 |
| Gabelli Funds LLC | 16,700 | $71.8 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 16,808 | $72.3 萬 | 0.01% | +2,017+13.6% | 加碼 |
| HM Payson & Co | 16,876 | $72.5 萬 | 0.01% | +377+2.3% | 加碼 |
| Oddo BHF Asset Management SAS | 16,912 | $72.7 萬 | 0.03% | −611−3.5% | 減碼 |
| Inspirion Wealth Advisors, LLC | 16,920 | $72.7 萬 | 0.10% | +1,220+7.8% | 加碼 |
| Pines Wealth Management, LLC | 16,019 | $73.0 萬 | 0.26% | −281−1.7% | 減碼 |
| Eqis Capital Management, Inc. | 17,087 | $73.5 萬 | 0.06% | +328+2.0% | 加碼 |
| Community Bank & Trust, Waco, Texas | 17,142 | $73.7 萬 | 0.17% | +642+3.9% | 加碼 |
| Citizens Financial Group Inc | 17,190 | $73.9 萬 | 0.01% | +479+2.9% | 加碼 |
| Insigneo Advisory Services, LLC | 17,219 | $74.0 萬 | 0.06% | −413−2.3% | 減碼 |
| Essex Financial Services, Inc. | 17,249 | $74.2 萬 | 0.05% | +983+6.0% | 加碼 |
| Elevated Capital Advisors, LLC | 18,124 | $74.6 萬 | 0.21% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 17,397 | $74.8 萬 | 0.18% | +104+0.6% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 17,474 | $75.1 萬 | 0.03% | −510−2.8% | 減碼 |
| Profund Advisors LLC | 17,474 | $75.1 萬 | 0.03% | −3,489−16.6% | 減碼 |
| Caption Management, LLC | 17,500 | $75.2 萬 | 0.07% | −83,085−82.6% | 減碼 |
| Equitable Holdings, Inc. | 17,544 | $75.4 萬 | 0.01% | +4,424+33.7% | 加碼 |
| Invst, LLC | 17,598 | $75.7 萬 | 0.09% | −362−2.0% | 減碼 |
| Brady Family Wealth, LLC | 17,668 | $76.0 萬 | 0.24% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 17,700 | $76.1 萬 | 0.06% | +1,113+6.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $76.3 萬 | 0.02% | −7,350−29.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 17,818 | $76.6 萬 | 0.02% | +1,819+11.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 17,886 | $76.9 萬 | 0.18% | −608−3.3% | 減碼 |
| J. Safra Sarasin Holding AG | 17,918 | $77.0 萬 | 0.01% | −22,827−56.0% | 減碼 |
| Aspire Private Capital, LLC | 18,008 | $77.4 萬 | 0.18% | −1,096−5.7% | 減碼 |
| Sheets Smith Wealth Management | 18,089 | $77.8 萬 | 0.09% | +13+0.1% | 加碼 |
| Smartleaf Asset Management LLC | 18,524 | $78.9 萬 | 0.07% | −2,951−13.7% | 減碼 |
| Vontobel Holding Ltd. | 18,369 | $79.0 萬 | 0.00% | +556+3.1% | 加碼 |
| Private Trust Co NA | 18,484 | $79.5 萬 | 0.08% | +3,279+21.6% | 加碼 |
| Cornerstone Advisory, LLC | 18,565 | $79.8 萬 | 0.09% | −524−2.7% | 減碼 |
| CSS LLC | 18,618 | $80.0 萬 | 0.05% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 18,655 | $80.2 萬 | 0.01% | −1,165−5.9% | 減碼 |
| Infrastructure Capital Advisors, LLC | 18,759 | $80.6 萬 | 0.10% | −9,468−33.5% | 減碼 |
| Trust Co of Virginia | 18,821 | $80.9 萬 | 0.07% | −670−3.4% | 減碼 |
| Leavell Investment Management, Inc. | 18,838 | $81.0 萬 | 0.04% | −1,331−6.6% | 減碼 |
| Congress Asset Management Co | 18,848 | $81.0 萬 | 0.01% | −10,455−35.7% | 減碼 |
| Soundwatch Capital LLC | 798,535 | $81.2 萬 | 0.17% | +798,535 | 新進 |
| South State Corp. | 18,929 | $81.4 萬 | 0.04% | −433−2.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 18,940 | $81.4 萬 | 0.12% | −738−3.8% | 減碼 |
| Todd Asset Management LLC | 18,986 | $81.6 萬 | 0.02% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 19,065 | $82.0 萬 | 0.05% | −163,089−89.5% | 減碼 |
| RMR Wealth Builders | 19,205 | $82.6 萬 | 0.08% | +313+1.7% | 加碼 |
| Plimoth Trust Co LLC | 19,227 | $82.7 萬 | 0.20% | −150−0.8% | 減碼 |
| West Paces Advisors Inc. | 19,230 | $82.7 萬 | 0.18% | −6,581−25.5% | 減碼 |
| First Horizon Advisors, Inc. | 19,232 | $82.7 萬 | 0.02% | +1,766+10.1% | 加碼 |
| KG&L Capital Management,LLC | 19,509 | $83.9 萬 | 0.25% | −6,070−23.7% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 19,537 | $84.0 萬 | 0.23% | +647+3.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 19,545 | $84.0 萬 | 0.02% | +1,320+7.2% | 加碼 |
| Winton Group Ltd | 19,603 | $84.3 萬 | 0.04% | +19,603 | 新進 |
| Adapt Wealth Advisors, LLC | 19,706 | $84.7 萬 | 0.38% | −750−3.7% | 減碼 |
| TCW Group Inc | 19,755 | $84.9 萬 | 0.01% | +411+2.1% | 加碼 |
| Leisure Capital Management | 19,755 | $84.9 萬 | 0.32% | +508+2.6% | 加碼 |
| Ignite Planners, LLC | 19,227 | $85.1 萬 | 0.15% | +464+2.5% | 加碼 |
| American Trust | 19,802 | $85.1 萬 | 0.08% | +1,655+9.1% | 加碼 |
| AlphaStar Capital Management, LLC | 19,811 | $85.2 萬 | 0.06% | +1,287+6.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,934 | $85.7 萬 | 0.03% | −441−2.2% | 減碼 |
| Staley Capital Advisers Inc | 20,000 | $86.0 萬 | 0.04% | 00.0% | 不變 |
| NewSquare Capital LLC | 20,038 | $86.1 萬 | 0.06% | −959−4.6% | 減碼 |
| BIP Wealth, LLC | 20,040 | $86.2 萬 | 0.05% | −420−2.1% | 減碼 |
| Forum Financial Management, LP | 20,055 | $86.2 萬 | 0.01% | +1,157+6.1% | 加碼 |