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 |
|---|---|---|---|---|---|
| Wilkins Investment Counsel Inc | 9,975 | $42.9 萬 | 0.06% | 00.0% | 不變 |
| Chancellor Financial Group WB LP | 9,946 | $42.8 萬 | 0.33% | +1,550+18.5% | 加碼 |
| Paragon Private Wealth Management, LLC | 9,870 | $42.4 萬 | 0.17% | +2,604+35.8% | 加碼 |
| Sowell Financial Services LLC | 9,869 | $42.4 萬 | 0.02% | +166+1.7% | 加碼 |
| HBK Sorce Advisory LLC | 9,837 | $42.3 萬 | 0.01% | −2,778−22.0% | 減碼 |
| SageView Advisory Group, LLC | 9,347 | $42.1 萬 | 0.02% | +2,110+29.2% | 加碼 |
| Stonebridge Financial Group, LLC | 9,802 | $42.1 萬 | 0.04% | +13+0.1% | 加碼 |
| Southeast Asset Advisors Inc. | 9,765 | $42.0 萬 | 0.05% | 00.0% | 不變 |
| First Dallas Securities Inc. | 9,675 | $41.6 萬 | 0.16% | +1,714+21.5% | 加碼 |
| Rehmann Capital Advisory Group | 9,610 | $41.3 萬 | 0.03% | −751−7.2% | 減碼 |
| 5T Wealth, LLC | 9,607 | $41.3 萬 | 0.21% | +196+2.1% | 加碼 |
| International Private Wealth Advisors LLC | 9,538 | $41.0 萬 | 0.35% | −258−2.6% | 減碼 |
| Waycross Partners, LLC | 9,525 | $40.9 萬 | 0.04% | +9,525 | 新進 |
| Kennebec Savings Bank | 9,516 | $40.9 萬 | 0.40% | −447−4.5% | 減碼 |
| CX Institutional | 9,464 | $40.7 萬 | 0.01% | +1,290+15.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 9,430 | $40.5 萬 | 0.00% | −301−3.1% | 減碼 |
| LVW Advisors, LLC | 9,426 | $40.5 萬 | 0.05% | −3,021−24.3% | 減碼 |
| Colonial River Wealth Management, LLC | 8,902 | $40.5 萬 | 0.17% | +357+4.2% | 加碼 |
| Roxbury Financial LLC | 9,348 | $40.2 萬 | 0.39% | −467−4.8% | 減碼 |
| Bingham Private Wealth, LLC | 9,323 | $40.1 萬 | 0.38% | −824−8.1% | 減碼 |
| Toth Financial Advisory Corp | 9,319 | $40.1 萬 | 0.05% | +122+1.3% | 加碼 |
| Greatmark Investment Partners, Inc. | 9,299 | $40.0 萬 | 0.05% | +423+4.8% | 加碼 |
| Park Place Capital Corp | 9,029 | $39.9 萬 | 0.09% | −558−5.8% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 9,280 | $39.9 萬 | 0.00% | −412−4.3% | 減碼 |
| MTM Investment Management, LLC | 9,261 | $39.8 萬 | 0.13% | +16+0.2% | 加碼 |
| Summit Asset Management, LLC | 9,239 | $39.7 萬 | 0.06% | +18+0.2% | 加碼 |
| Evergreen Capital Management LLC | 9,232 | $39.7 萬 | 0.01% | −5,545−37.5% | 減碼 |
| Cypress Capital Group | 9,217 | $39.6 萬 | 0.05% | −445−4.6% | 減碼 |
| Rede Wealth, LLC | 9,189 | $39.5 萬 | 0.14% | +40.0% | 加碼 |
| American Assets Inc | 10,000 | $39.5 萬 | 0.14% | 00.0% | 不變 |
| Parthenon LLC | 9,112 | $39.2 萬 | 0.04% | −43−0.5% | 減碼 |
| Keudell/Morrison Wealth Management | 9,112 | $39.2 萬 | 0.09% | 00.0% | 不變 |
| Everett Harris & Co | 9,080 | $39.0 萬 | 0.01% | −53−0.6% | 減碼 |
| Eagle Strategies LLC | 9,036 | $38.8 萬 | 0.06% | +1,309+16.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 9,007 | $38.7 萬 | 0.03% | −273−2.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 8,953 | $38.5 萬 | 0.14% | −154−1.7% | 減碼 |
| HHM Wealth Advisors, LLC | 8,942 | $38.4 萬 | 0.05% | −5−0.1% | 減碼 |
| Crawford Investment Counsel Inc | 8,930 | $38.4 萬 | 0.01% | −1,239−12.2% | 減碼 |
| NFP Retirement, Inc. | 8,915 | $38.3 萬 | 0.03% | −694−7.2% | 減碼 |
| Fiducient Advisors LLC | 8,915 | $38.3 萬 | 0.05% | 00.0% | 不變 |
| Arlington Trust Co LLC | 8,892 | $38.2 萬 | 0.07% | 00.0% | 不變 |
| Ritholtz Wealth Management | 8,860 | $38.1 萬 | 0.01% | +2,122+31.5% | 加碼 |
| Outfitter Financial LLC | 8,841 | $38.0 萬 | 0.32% | −140−1.6% | 減碼 |
| Ballew Advisors, Inc | 8,323 | $37.9 萬 | 0.22% | +14+0.2% | 加碼 |
| Ci Investments Inc. | 8,820 | $37.9 萬 | 0.00% | +1,904+27.5% | 加碼 |
| Avalon Trust Co | 8,775 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| New Hampshire Trust | 8,770 | $37.7 萬 | 0.08% | +550+6.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 8,266 | $37.6 萬 | 0.06% | +584+7.6% | 加碼 |
| Howard Capital Management Inc. | 8,724 | $37.5 萬 | 0.01% | +1,084+14.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,678 | $37.3 萬 | 0.02% | +418+5.1% | 加碼 |
| Keystone Financial Group | 8,665 | $37.2 萬 | 0.03% | +2,022+30.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,643 | $37.2 萬 | 0.03% | +168+2.0% | 加碼 |
| Valley National Advisers Inc | 8,633 | $37.1 萬 | 0.06% | −925−9.7% | 減碼 |
| AA Financial Advisors, LLC | 8,625 | $37.1 萬 | 0.08% | +8,625 | 新進 |
| Phillips Wealth Planners LLC | 8,161 | $37.1 萬 | 0.34% | +1,930+31.0% | 加碼 |
| Hilton Capital Management, LLC | 8,614 | $37.0 萬 | 0.03% | +8,614 | 新進 |
| 1st Source Bank | 8,577 | $36.9 萬 | 0.02% | +681+8.6% | 加碼 |
| Belpointe Asset Management LLC | 8,549 | $36.8 萬 | 0.02% | −23,987−73.7% | 減碼 |
| Clark Financial Services Group Inc | 8,538 | $36.7 萬 | 0.23% | +64+0.8% | 加碼 |
| Pallas Capital Advisors LLC | 8,481 | $36.5 萬 | 0.01% | −2,375−21.9% | 減碼 |
| Daymark Wealth Partners, LLC | 8,455 | $36.3 萬 | 0.01% | +2,330+38.0% | 加碼 |
| Clark Capital Management Group, Inc. | 8,449 | $36.3 萬 | 0.00% | −564−6.3% | 減碼 |
| Cypress Wealth Services, LLC | 8,446 | $36.3 萬 | 0.06% | +105+1.3% | 加碼 |
| IFP Advisors, Inc | 7,662 | $36.2 萬 | 0.01% | −744−8.9% | 減碼 |
| Spire Wealth Management | 8,402 | $36.1 萬 | 0.01% | −6,257−42.7% | 減碼 |
| Asset Dedication, LLC | 8,392 | $36.1 萬 | 0.03% | +5,071+152.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,385 | $36.0 萬 | 0.04% | −50−0.6% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,369 | $36.0 萬 | 0.07% | +88+1.1% | 加碼 |
| Aprio Wealth Management, LLC | 8,338 | $35.8 萬 | 0.04% | +1,299+18.5% | 加碼 |
| Ellevest, Inc. | 8,337 | $35.8 萬 | 0.06% | −3,173−27.6% | 減碼 |
| Total Wealth Planning & Management, Inc. | 8,336 | $35.8 萬 | 0.31% | +300+3.7% | 加碼 |
| Ti-Trust, Inc | 8,330 | $35.8 萬 | 0.24% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 8,308 | $35.7 萬 | 0.01% | +66+0.8% | 加碼 |
| Lazard Asset Management LLC | 8,291 | $35.6 萬 | 0.00% | −1,003−10.8% | 減碼 |
| Founders Grove Wealth Partners, LLC | 8,239 | $35.4 萬 | 0.09% | +41+0.5% | 加碼 |
| Transcend Wealth Collective, LLC | 8,238 | $35.4 萬 | 0.03% | +2,173+35.8% | 加碼 |
| Aldebaran Financial Inc. | 8,211 | $35.3 萬 | 0.39% | +500+6.5% | 加碼 |
| Cim Investment Mangement Inc | 8,187 | $35.2 萬 | 0.07% | −40−0.5% | 減碼 |
| Institute for Wealth Management, LLC. | 8,136 | $35.0 萬 | 0.04% | +20.0% | 加碼 |
| Aaron Wealth Advisors | 8,134 | $35.0 萬 | 0.04% | −557−6.4% | 減碼 |
| LBMC Investment Advisors, LLC | 8,098 | $34.8 萬 | 0.02% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 8,090 | $34.8 萬 | 0.23% | +180+2.3% | 加碼 |
| Chicago Partners Investment Group LLC | 7,576 | $34.7 萬 | 0.01% | −598−7.3% | 減碼 |
| Nwam LLC | 7,941 | $34.7 萬 | 0.02% | −146−1.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Wynn Capital, LLC | 7,974 | $34.3 萬 | 0.18% | −200−2.4% | 減碼 |
| Sage Mountain Advisors LLC | 7,969 | $34.3 萬 | 0.02% | −1,246−13.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 7,968 | $34.3 萬 | 0.08% | −1,348−14.5% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,878 | $33.9 萬 | 0.02% | +386+5.2% | 加碼 |
| Tompkins Financial Corp | 7,857 | $33.8 萬 | 0.03% | +195+2.5% | 加碼 |
| Abacus Planning Group, Inc. | 7,823 | $33.6 萬 | 0.05% | −421−5.1% | 減碼 |
| Clarius Group, LLC | 7,791 | $33.5 萬 | 0.02% | −2,196−22.0% | 減碼 |
| Selective Wealth Management, Inc. | 7,370 | $33.3 萬 | 0.12% | +75+1.0% | 加碼 |
| Formidable Asset Management, LLC | 8,077 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 7,709 | $33.1 萬 | 0.05% | +325+4.4% | 加碼 |
| Morris Financial Concepts, Inc. | 7,688 | $33.1 萬 | 0.13% | 00.0% | 不變 |
| First United Bank Trust | 7,637 | $32.8 萬 | 0.11% | −59−0.8% | 減碼 |
| SG Americas Securities, LLC | 7,624 | $32.8 萬 | 0.00% | −685,048−98.9% | 減碼 |
| Paradigm Financial Partners, LLC | 7,618 | $32.7 萬 | 0.04% | −1,819−19.3% | 減碼 |