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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 20,202 | $86.8 萬 | 0.07% | +4,781+31.0% | 加碼 |
| Coldstream Capital Management Inc | 20,367 | $87.6 萬 | 0.01% | −1,521−6.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 20,407 | $87.7 萬 | 0.16% | −423−2.0% | 減碼 |
| Old Port Advisors | 20,556 | $88.4 萬 | 0.24% | +15,464+303.7% | 加碼 |
| Cornerstone Advisors, LLC | 20,600 | $88.6 萬 | 0.03% | 00.0% | 不變 |
| Register Financial Advisors LLC | 20,610 | $88.6 萬 | 0.39% | +2,211+12.0% | 加碼 |
| Callan Family Office, LLC | 20,661 | $88.8 萬 | 0.03% | +6,733+48.3% | 加碼 |
| Oakworth Capital, Inc. | 20,722 | $89.1 萬 | 0.06% | −814−3.8% | 減碼 |
| Nicolet Bankshares Inc | 20,792 | $89.4 萬 | 0.15% | −2,605−11.1% | 減碼 |
| Dodge & Cox | 20,911 | $89.9 萬 | 0.00% | −601−2.8% | 減碼 |
| Smith, Salley & Associates | 20,967 | $90.1 萬 | 0.05% | +10,620+102.6% | 加碼 |
| Compass Ion Advisors, LLC | 20,973 | $90.2 萬 | 0.10% | +33+0.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 20,977 | $90.2 萬 | 0.20% | −26−0.1% | 減碼 |
| Teza Capital Management LLC | 20,990 | $90.2 萬 | 0.67% | −7,225−25.6% | 減碼 |
| Carson Advisory Inc. | 20,997 | $90.3 萬 | 0.57% | +702+3.5% | 加碼 |
| Plato Investment Management Ltd | 21,182 | $90.7 萬 | 0.07% | +4,383+26.1% | 加碼 |
| Capital Asset Advisory Services LLC | 20,608 | $91.1 萬 | 0.04% | +402+2.0% | 加碼 |
| Carlson Capital L P | 21,200 | $91.1 萬 | 0.52% | +21,200 | 新進 |
| Umb Bank N A | 21,213 | $91.2 萬 | 0.01% | −16,995−44.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 21,235 | $91.3 萬 | 0.35% | −56,799−72.8% | 減碼 |
| Bahl & Gaynor Inc | 21,272 | $91.4 萬 | 0.00% | −7,661−26.5% | 減碼 |
| Ascent Group, LLC | 21,317 | $91.6 萬 | 0.04% | −695−3.2% | 減碼 |
| Canandaigua National Trust Co of Florida | 21,375 | $91.9 萬 | 0.65% | +165+0.8% | 加碼 |
| Farther Finance Advisors, LLC | 21,474 | $92.3 萬 | 0.02% | +1,010+4.9% | 加碼 |
| Applied Finance Capital Management, LLC | 21,656 | $93.1 萬 | 0.06% | +1,018+4.9% | 加碼 |
| My Legacy Advisors, LLC | 20,465 | $93.1 萬 | 0.33% | +4,980+32.2% | 加碼 |
| WBI Investments | 21,746 | $93.5 萬 | 0.24% | +21,746 | 新進 |
| Glenview Trust Co | 21,759 | $93.5 萬 | 0.02% | −23−0.1% | 減碼 |
| EP Wealth Advisors, LLC | 21,769 | $93.6 萬 | 0.01% | +5,143+30.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 21,806 | $93.7 萬 | 0.02% | +3,946+22.1% | 加碼 |
| BHK Investment Advisors, LLC | 21,817 | $93.8 萬 | 0.37% | −270−1.2% | 減碼 |
| Keystone Financial Group, Inc. | 21,283 | $94.2 萬 | 0.60% | +266+1.3% | 加碼 |
| Valeo Financial Advisors, LLC | 21,952 | $94.4 萬 | 0.02% | +3,771+20.7% | 加碼 |
| Ingalls & Snyder LLC | 22,058 | $94.8 萬 | 0.03% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 22,163 | $95.3 萬 | 0.91% | −230−1.0% | 減碼 |
| Widmann Financial Services, Inc. | 22,178 | $95.3 萬 | 0.66% | −689−3.0% | 減碼 |
| EPG Wealth Management LLC | 22,262 | $95.7 萬 | 0.29% | −710−3.1% | 減碼 |
| Monument Capital Management | 22,280 | $95.8 萬 | 0.25% | 00.0% | 不變 |
| Dover Advisors, LLC | 22,409 | $96.3 萬 | 0.42% | −1,351−5.7% | 減碼 |
| International Assets Investment Management, LLC | 22,420 | $96.4 萬 | 0.08% | −2,623−10.5% | 減碼 |
| Meridian Wealth Management, LLC | 22,422 | $96.4 萬 | 0.04% | −520−2.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 22,522 | $96.8 萬 | 0.15% | −14,247−38.7% | 減碼 |
| Intrua Financial, LLC | 22,572 | $97.0 萬 | 0.14% | +1,633+7.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 22,375 | $97.5 萬 | 0.02% | −7,547−25.2% | 減碼 |
| Salomon & Ludwin, LLC | 21,695 | $97.7 萬 | 0.10% | −44−0.2% | 減碼 |
| Tower Trust & Investment Co | 22,736 | $97.7 萬 | 0.69% | −39−0.2% | 減碼 |
| Garda Capital Partners LP | 22,741 | $97.8 萬 | 0.28% | −57,242−71.6% | 減碼 |
| Greenwood Capital Associates LLC | 22,742 | $97.8 萬 | 0.12% | −1,000−4.2% | 減碼 |
| Marietta Investment Partners LLC | 22,851 | $98.2 萬 | 0.22% | −14,887−39.4% | 減碼 |
| LOM Asset Management Ltd | 22,862 | $98.3 萬 | 0.33% | +22,862 | 新進 |
| Financial Security Advisor, Inc. | 22,977 | $98.8 萬 | 0.23% | +97+0.4% | 加碼 |
| Moody National Bank Trust Division | 23,003 | $98.9 萬 | 0.09% | +211+0.9% | 加碼 |
| Fort Sheridan Advisors LLC | 23,074 | $99.2 萬 | 0.14% | +720+3.2% | 加碼 |
| Scotia Capital Inc. | 23,124 | $99.4 萬 | 0.00% | +2,013+9.5% | 加碼 |
| Certified Advisory Corp | 23,295 | $100.1 萬 | 0.10% | −224−1.0% | 減碼 |
| Point72 (DIFC) Ltd | 23,307 | $100.2 萬 | 0.08% | −155,680−87.0% | 減碼 |
| Geneos Wealth Management Inc. | 23,384 | $100.5 萬 | 0.02% | +4,114+21.3% | 加碼 |
| RFG Advisory, LLC | 23,386 | $100.5 萬 | 0.02% | +1,032+4.6% | 加碼 |
| Cornerstone Select Advisors, LLC | 23,425 | $100.7 萬 | 0.89% | −495−2.1% | 減碼 |
| Hodges Capital Management Inc. | 23,437 | $100.8 萬 | 0.10% | −12,884−35.5% | 減碼 |
| Provident Investment Management, Inc. | 23,530 | $101.2 萬 | 0.09% | +210+0.9% | 加碼 |
| FORA Capital, LLC | 23,581 | $101.4 萬 | 0.11% | +23,581 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 23,715 | $102.0 萬 | 0.23% | +5,412+29.6% | 加碼 |
| Pensionmark Financial Group, LLC | 23,937 | $102.9 萬 | 0.02% | +351+1.5% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 24,027 | $103.3 萬 | 0.06% | +296+1.2% | 加碼 |
| Snowden Capital Advisors LLC | 24,080 | $103.5 萬 | 0.03% | −198−0.8% | 減碼 |
| HighPoint Advisor Group LLC | 24,172 | $103.9 萬 | 0.06% | −845−3.4% | 減碼 |
| River Wealth Advisors LLC | 24,228 | $104.2 萬 | 0.13% | −3,812−13.6% | 減碼 |
| Paradigm Capital Management, LLC | 24,345 | $104.7 萬 | 1.03% | −1,875−7.2% | 減碼 |
| Welch & Forbes LLC | 24,441 | $105.1 萬 | 0.01% | −171−0.7% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 24,530 | $105.5 萬 | 0.35% | −218−0.9% | 減碼 |
| Wetherby Asset Management Inc | 24,586 | $105.7 萬 | 0.05% | +24,586 | 新進 |
| Community Trust & Investment Co | 24,640 | $105.9 萬 | 0.06% | 00.0% | 不變 |
| Numerai GP LLC | 24,640 | $105.9 萬 | 0.15% | +24,640 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 24,674 | $106.1 萬 | 0.12% | +8,456+52.1% | 加碼 |
| Brown Brothers Harriman & Co | 24,689 | $106.1 萬 | 0.01% | +4,570+22.7% | 加碼 |
| Bridges Investment Management Inc | 24,711 | $106.2 萬 | 0.01% | +30+0.1% | 加碼 |
| Patton Albertson Miller Group, LLC | 24,860 | $106.9 萬 | 0.14% | +971+4.1% | 加碼 |
| Triangle Securities Wealth Management | 24,868 | $106.9 萬 | 0.26% | −25,933−51.0% | 減碼 |
| Bank Ozk | 24,984 | $107.4 萬 | 0.41% | +311+1.3% | 加碼 |
| Fourthstone LLC | 25,100 | $107.9 萬 | 0.21% | +1,100+4.6% | 加碼 |
| Siemens Fonds Invest GmbH | 25,223 | $108.4 萬 | 0.06% | +3,464+15.9% | 加碼 |
| Brighton Jones LLC | 25,565 | $109.9 萬 | 0.03% | +2,497+10.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 25,881 | $111.3 萬 | 0.06% | 00.0% | 不變 |
| RBF Capital, LLC | 25,900 | $111.3 萬 | 0.06% | 00.0% | 不變 |
| VestGen Advisors, LLC | 26,000 | $111.8 萬 | 0.04% | +2,138+9.0% | 加碼 |
| Meeder Advisory Services, Inc. | 26,008 | $111.8 萬 | 0.06% | −906−3.4% | 減碼 |
| Bank & Trust Co | 26,081 | $112.1 萬 | 0.89% | +426+1.7% | 加碼 |
| AXA S.A. | 26,192 | $112.6 萬 | 0.00% | +4,921+23.1% | 加碼 |
| WealthShield Partners, LLC | 26,260 | $112.9 萬 | 0.14% | −64−0.2% | 減碼 |
| Wealth Quarterback LLC | 26,492 | $113.9 萬 | 0.54% | +9,920+59.9% | 加碼 |
| Impax Asset Management Group plc | 26,596 | $114.3 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of the South | 26,728 | $114.9 萬 | 0.20% | 00.0% | 不變 |
| Huntleigh Advisors, Inc. | 26,744 | $115.0 萬 | 0.22% | +3,561+15.4% | 加碼 |
| Patten Group, Inc. | 26,866 | $115.5 萬 | 0.24% | −1,324−4.7% | 減碼 |
| Founders Financial Alliance, LLC | 26,960 | $115.9 萬 | 0.26% | −91−0.3% | 減碼 |
| United Bank | 27,000 | $116.1 萬 | 0.14% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 27,224 | $117.0 萬 | 0.69% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 27,247 | $117.1 萬 | 0.14% | +1,968+7.8% | 加碼 |
| Dividend Assets Capital, LLC | 27,364 | $117.6 萬 | 0.21% | 00.0% | 不變 |