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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 7,616 | $32.7 萬 | 0.10% | +20.0% | 加碼 |
| Enterprise Bank & Trust Co | 7,536 | $32.4 萬 | 0.12% | +2,485+49.2% | 加碼 |
| tru Independence LLC | 7,459 | $32.1 萬 | 0.09% | +101+1.4% | 加碼 |
| 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 |
| Manske Wealth Management | 7,325 | $31.5 萬 | 0.10% | −684−8.5% | 減碼 |
| Quest Partners LLC | 7,304 | $31.4 萬 | 0.03% | +2,058+39.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,284 | $31.3 萬 | 0.02% | −2,460−25.2% | 減碼 |
| Biltmore Family Office, LLC | 7,274 | $31.3 萬 | 0.05% | +324+4.7% | 加碼 |
| Perpetual Ltd | 7,250 | $31.2 萬 | 0.00% | −3,601−33.2% | 減碼 |
| Haverford Trust Co | 7,215 | $31.0 萬 | 0.00% | −536−6.9% | 減碼 |
| Fisher Asset Management, LLC | 7,172 | $30.8 萬 | 0.00% | −1,835−20.4% | 減碼 |
| Lyell Wealth Management, LP | 7,143 | $30.7 萬 | 0.02% | 00.0% | 不變 |
| Apella Capital, LLC | 6,798 | $30.7 萬 | 0.01% | −503−6.9% | 減碼 |
| Waddell & Associates, LLC | 7,134 | $30.7 萬 | 0.03% | +1,333+23.0% | 加碼 |
| Ausdal Financial Partners, Inc. | 7,096 | $30.5 萬 | 0.02% | +1,639+30.0% | 加碼 |
| Select Asset Management & Trust | 7,097 | $30.5 萬 | 0.10% | 00.0% | 不變 |
| Blake Schutter Theil Wealth Advisors, LLC | 7,045 | $30.3 萬 | 0.34% | +30.0% | 加碼 |
| Sage Investment Counsel LLC | 6,993 | $30.1 萬 | 0.35% | +10.0% | 加碼 |
| Aegis Wealth Management LLC | 7,276 | $29.9 萬 | 0.18% | 00.0% | 不變 |
| FIL Ltd | 6,938 | $29.8 萬 | 0.00% | +6,938 | 新進 |
| Stonegate Investment Group, LLC | 6,936 | $29.8 萬 | 0.01% | −2,474−26.3% | 減碼 |
| SkyView Investment Advisors, LLC | 6,984 | $29.8 萬 | 0.04% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 7,277 | $29.6 萬 | 0.02% | +477+7.0% | 加碼 |
| National Asset Management, Inc. | 6,872 | $29.5 萬 | 0.01% | −13,298−65.9% | 減碼 |
| Fonville Wealth Management LLC | 6,841 | $29.4 萬 | 0.07% | 00.0% | 不變 |
| Lido Advisors, LLC | 6,830 | $29.4 萬 | 0.00% | −95,659−93.3% | 減碼 |
| Caldwell Trust Co | 6,822 | $29.3 萬 | 0.03% | +73+1.1% | 加碼 |
| Main Street Financial Solutions, LLC | 6,783 | $29.2 萬 | 0.02% | +1,134+20.1% | 加碼 |
| Skopos Labs, Inc. | 6,774 | $29.1 萬 | 0.04% | +3,206+89.9% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,383 | $29.1 萬 | 0.20% | +10.0% | 加碼 |
| Whipplewood Advisors, LLC | 6,740 | $29.0 萬 | 0.16% | −375−5.3% | 減碼 |
| Councilmark Asset Management, LLC | 6,692 | $28.8 萬 | 0.18% | +42+0.6% | 加碼 |
| Hill Investment Group Partners, LLC | 6,691 | $28.8 萬 | 0.04% | +53+0.8% | 加碼 |
| Cornerstone Management, Inc. | 6,678 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Convergence Financial, LLC | 6,664 | $28.6 萬 | 0.05% | −217−3.2% | 減碼 |
| Journey Strategic Wealth LLC | 6,624 | $28.5 萬 | 0.01% | +1,362+25.9% | 加碼 |
| Wagner Wealth Management, LLC | 6,623 | $28.5 萬 | 0.06% | −7−0.1% | 減碼 |
| PDS Planning, Inc | 6,620 | $28.5 萬 | 0.02% | +6,620 | 新進 |
| Regal Investment Advisors LLC | 6,616 | $28.4 萬 | 0.02% | +6,616 | 新進 |
| Meridian Financial Partners LLC | 6,612 | $28.4 萬 | 0.13% | −75−1.1% | 減碼 |
| Sapient Capital LLC | 6,599 | $28.4 萬 | 0.01% | −120−1.8% | 減碼 |
| West Family Investments, Inc. | 6,569 | $28.2 萬 | 0.07% | +1,313+25.0% | 加碼 |
| Capstone Investment Advisors, LLC | 6,544 | $28.1 萬 | 0.00% | +12+0.2% | 加碼 |
| Nilsine Partners, LLC | 6,517 | $28.0 萬 | 0.03% | −813−11.1% | 減碼 |
| Canton Hathaway, LLC | 6,516 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 6,499 | $27.9 萬 | 0.14% | +3,353+106.6% | 加碼 |
| Platform Technology Partners | 6,447 | $27.7 萬 | 0.07% | +6,447 | 新進 |
| Lantz Financial LLC | 6,441 | $27.7 萬 | 0.07% | +343+5.6% | 加碼 |
| Machina Capital S.A.S. | 6,414 | $27.6 萬 | 0.06% | +6,414 | 新進 |
| ARS Wealth Advisors Group, LLC | 6,399 | $27.5 萬 | 0.03% | +27+0.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 6,368 | $27.4 萬 | 0.19% | +258+4.2% | 加碼 |
| CVA Family Office, LLC | 6,364 | $27.4 萬 | 0.04% | +207+3.4% | 加碼 |
| 44 Wealth Management LLC | 6,356 | $27.3 萬 | 0.10% | +6,356 | 新進 |
| Alta Advisers Ltd | 6,350 | $27.3 萬 | 0.10% | 00.0% | 不變 |
| Calton & Associates, Inc. | 6,326 | $27.2 萬 | 0.05% | −247−3.8% | 減碼 |
| Mather Group, LLC. | 6,305 | $27.1 萬 | 0.00% | −147−2.3% | 減碼 |
| Empower Advisory Group, LLC | 6,304 | $27.1 萬 | 0.00% | −22,839−78.4% | 減碼 |
| United Community Bank | 6,292 | $27.0 萬 | 0.09% | −586−8.5% | 減碼 |
| Peachtree Investment Partners, LLC | 6,249 | $26.9 萬 | 0.10% | −180−2.8% | 減碼 |
| MBB Public Markets I LLC | 6,236 | $26.8 萬 | 0.03% | −1,452−18.9% | 減碼 |
| Armis Advisers, LLC | 5,868 | $26.7 萬 | 0.02% | +5,868 | 新進 |
| Quotient Wealth Partners, LLC | 6,198 | $26.6 萬 | 0.01% | −539−8.0% | 減碼 |
| Kestra Investment Management, LLC | 6,192 | $26.4 萬 | 0.00% | +5,096+465.0% | 加碼 |
| GTS Securities LLC | 6,118 | $26.3 萬 | 0.01% | −24,465−80.0% | 減碼 |
| Genesis Private Wealth, LLC | 6,098 | $26.2 萬 | 0.12% | +800+15.1% | 加碼 |
| Castleview Partners, LLC | 6,066 | $26.1 萬 | 0.17% | +399+7.0% | 加碼 |
| VSM Wealth Advisory, LLC | 6,045 | $26.0 萬 | 0.09% | +1,115+22.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,039 | $26.0 萬 | 0.05% | −1,405−18.9% | 減碼 |
| Frederick Financial Consultants, LLC | 6,035 | $25.9 萬 | 0.16% | +31+0.5% | 加碼 |
| Rakuten Securities, Inc. | 6,035 | $25.9 萬 | 0.10% | +10.0% | 加碼 |
| Capital Square, LLC | 5,697 | $25.9 萬 | 0.14% | +29+0.5% | 加碼 |
| Apexium Financial, LP | 6,018 | $25.9 萬 | 0.01% | +587+10.8% | 加碼 |
| Avaii Wealth Management, LLC | 6,000 | $25.8 萬 | 0.11% | −102−1.7% | 減碼 |
| D'Orazio & Associates, Inc. | 5,976 | $25.7 萬 | 0.04% | +181+3.1% | 加碼 |
| SummitTX Capital, L.P. | 5,973 | $25.7 萬 | 0.01% | −7,108−54.3% | 減碼 |
| Cascades Capital Asset Management, LLC | 5,968 | $25.7 萬 | 0.13% | +39+0.7% | 加碼 |
| Timonier Family Office, LTD. | 5,941 | $25.5 萬 | 0.10% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 5,933 | $25.5 萬 | 0.12% | −3,047−33.9% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| WBH Advisory Inc | 5,910 | $25.4 萬 | 0.02% | −464−7.3% | 減碼 |
| FDx Advisors, Inc. | 5,897 | $25.4 萬 | 0.08% | −136−2.3% | 減碼 |
| Everstar Asset Management, LLC | 5,908 | $25.4 萬 | 0.15% | 00.0% | 不變 |
| GeoWealth Management, LLC | 5,879 | $25.3 萬 | 0.01% | +577+10.9% | 加碼 |
| David Loasby | 5,881 | $25.3 萬 | 0.02% | −9,008−60.5% | 減碼 |
| Family Legacy, Inc. | 5,870 | $25.2 萬 | 0.08% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 5,846 | $25.1 萬 | 0.06% | +5,846 | 新進 |
| Court Place Advisors, LLC | 5,822 | $25.0 萬 | 0.08% | +5,822 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 5,814 | $25.0 萬 | 0.02% | −103−1.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,811 | $25.0 萬 | 0.01% | −14,977−72.0% | 減碼 |
| Cape Investment Advisory, Inc. | 5,811 | $25.0 萬 | 0.09% | +521+9.8% | 加碼 |
| Evermay Wealth Management LLC | 5,805 | $25.0 萬 | 0.03% | −150−2.5% | 減碼 |
| L2 Asset Management, LLC | 5,797 | $24.9 萬 | 0.04% | +174+3.1% | 加碼 |
| Arbor Investment Advisors, LLC | 5,794 | $24.9 萬 | 0.03% | +64+1.1% | 加碼 |
| Focus Financial Network, Inc. | 5,779 | $24.8 萬 | 0.01% | +5,779 | 新進 |
| Fortress Wealth Group, LLC | 5,694 | $24.7 萬 | 0.12% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 5,744 | $24.7 萬 | 0.20% | +5,744 | 新進 |
| Lafayette Investments, Inc. | 5,727 | $24.6 萬 | 0.05% | +5,727 | 新進 |
| Peak Planning Group, LLC | 5,722 | $24.6 萬 | 0.16% | +5,722 | 新進 |
| Ashton Thomas Private Wealth, LLC | 5,713 | $24.6 萬 | 0.01% | −442−7.2% | 減碼 |