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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 5,701 | $24.5 萬 | 0.05% | +5,701 | 新進 |
| Victory Financial Group, LLC | 5,679 | $24.4 萬 | 0.04% | +5,679 | 新進 |
| Smith Thornton Advisors LLC | 5,669 | $24.4 萬 | 0.14% | +60+1.1% | 加碼 |
| BLB&B Advisors, LLC | 5,628 | $24.2 萬 | 0.01% | −5,412−49.0% | 減碼 |
| Heartwood Wealth Advisors LLC | 5,612 | $24.1 萬 | 0.03% | −1,086−16.2% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 5,604 | $24.1 萬 | 0.06% | +5,604 | 新進 |
| Muirfield Wealth Advisors LLC | 5,603 | $24.1 萬 | 0.19% | +73+1.3% | 加碼 |
| Smith & Howard Wealth Management, LLC | 5,582 | $24.0 萬 | 0.06% | +7+0.1% | 加碼 |
| Continuum Advisory, LLC | 5,562 | $23.9 萬 | 0.03% | −4,003−41.9% | 減碼 |
| Penserra Capital Management LLC | 5,585 | $23.9 萬 | 0.00% | −6,534−53.9% | 減碼 |
| Cannon Wealth Management Services, LLC | 5,559 | $23.9 萬 | 0.20% | 00.0% | 不變 |
| Evoke Wealth, LLC | 5,543 | $23.8 萬 | 0.01% | +5,543 | 新進 |
| Parcion Private Wealth LLC | 5,527 | $23.8 萬 | 0.02% | −140,424−96.2% | 減碼 |
| Next Level Private LLC | 5,527 | $23.8 萬 | 0.08% | +81+1.5% | 加碼 |
| Madison Asset Management, LLC | 5,500 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 5,496 | $23.6 萬 | 0.02% | −250−4.4% | 減碼 |
| Souders Financial Advisors | 5,496 | $23.6 萬 | 0.03% | +5,496 | 新進 |
| Consolidated Planning Corp | 5,488 | $23.6 萬 | 0.03% | +5,488 | 新進 |
| Rock Point Advisors, LLC | 5,475 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Blue Rock Wealth Management LLC | 5,400 | $23.2 萬 | 0.16% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $23.1 萬 | 0.02% | 00.0% | 不變 |
| Smith, Moore & Co. | 5,364 | $23.1 萬 | 0.02% | +8+0.1% | 加碼 |
| Harmony Asset Management LLC | 5,355 | $23.0 萬 | 0.09% | +5,355 | 新進 |
| TrueWealth Advisors, LLC | 5,335 | $22.9 萬 | 0.07% | +371+7.5% | 加碼 |
| Silverlake Wealth Management LLC | 5,335 | $22.9 萬 | 0.07% | +5,335 | 新進 |
| Yeomans Consulting Group, Inc. | 5,178 | $22.9 萬 | 0.09% | +116+2.3% | 加碼 |
| Atlantic Family Wealth, LLC | 5,318 | $22.9 萬 | 0.20% | −20−0.4% | 減碼 |
| Conning Inc. | 5,312 | $22.8 萬 | 0.01% | −4,580−46.3% | 減碼 |
| WealthTrust Axiom LLC | 5,301 | $22.8 萬 | 0.07% | −4,510−46.0% | 減碼 |
| Capital Analysts, LLC | 5,278 | $22.7 萬 | 0.01% | −236−4.3% | 減碼 |
| Waldron Private Wealth LLC | 5,275 | $22.7 萬 | 0.01% | +17+0.3% | 加碼 |
| Paragon Capital Management Ltd | 5,274 | $22.7 萬 | 0.04% | −1,916−26.6% | 減碼 |
| Gries Financial LLC | 5,274 | $22.7 萬 | 0.04% | +5,274 | 新進 |
| Harbour Investments, Inc. | 5,274 | $22.7 萬 | 0.01% | +9+0.2% | 加碼 |
| Baron Wealth Management LLC | 5,256 | $22.6 萬 | 0.08% | +315+6.4% | 加碼 |
| Augustine Asset Management Inc | 5,218 | $22.4 萬 | 0.06% | −621−10.6% | 減碼 |
| M. Kulyk & Associates, LLC | 5,210 | $22.4 萬 | 0.05% | 00.0% | 不變 |
| Norden Group LLC | 5,206 | $22.4 萬 | 0.02% | −1,442−21.7% | 減碼 |
| TradeWell Securities, LLC. | 5,203 | $22.4 萬 | 0.11% | +54+1.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,204 | $22.4 萬 | 0.00% | −428−7.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 5,200 | $22.4 萬 | 0.06% | −1,026−16.5% | 減碼 |
| SC&H Financial Advisors, Inc. | 5,183 | $22.3 萬 | 0.04% | −150−2.8% | 減碼 |
| Sound Income Strategies, LLC | 5,146 | $22.1 萬 | 0.01% | +776+17.8% | 加碼 |
| 1776 Wealth LLC | 5,100 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Shayne & Co., LLC | 5,084 | $21.9 萬 | 0.07% | −20.0% | 減碼 |
| Ambassador Advisors, LLC | 5,084 | $21.9 萬 | 0.03% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 5,071 | $21.8 萬 | 0.02% | +5+0.1% | 加碼 |
| Net Worth Advisory Group | 5,061 | $21.8 萬 | 0.05% | +5,061 | 新進 |
| Good Steward Wealth Advisors,LLC | 5,051 | $21.7 萬 | 0.17% | −4,941−49.4% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,044 | $21.7 萬 | 0.11% | +5,044 | 新進 |
| Element Wealth, LLC | 5,043 | $21.7 萬 | 0.10% | −226−4.3% | 減碼 |
| New Wave Wealth Advisors LLC | 5,042 | $21.7 萬 | 0.09% | −21−0.4% | 減碼 |
| Gsa Capital Partners LLP | 5,001 | $21.5 萬 | 0.02% | −15,611−75.7% | 減碼 |
| Northstar Asset Management LLC | 5,000 | $21.5 萬 | 0.05% | −2,193−30.5% | 減碼 |
| Payne Capital Management, LLC | 5,000 | $21.5 萬 | 0.08% | +5,000 | 新進 |
| High Net Worth Advisory Group LLC | 4,960 | $21.3 萬 | 0.06% | −517−9.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,958 | $21.3 萬 | 0.06% | −9−0.2% | 減碼 |
| LongView Wealth Management | 4,954 | $21.3 萬 | 0.06% | −21−0.4% | 減碼 |
| Joel Isaacson & Co., LLC | 4,952 | $21.3 萬 | 0.01% | −228−4.4% | 減碼 |
| PFW Advisors LLC | 4,951 | $21.3 萬 | 0.07% | −273−5.2% | 減碼 |
| City Center Advisors, LLC | 4,950 | $21.3 萬 | 0.23% | +4,950 | 新進 |
| Philadelphia Trust Co | 4,917 | $21.1 萬 | 0.02% | −290−5.6% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| Davis R M Inc | 4,861 | $20.9 萬 | 0.00% | −3,474−41.7% | 減碼 |
| Avestar Capital, LLC | 4,855 | $20.9 萬 | 0.02% | −334−6.4% | 減碼 |
| LexAurum Advisors, LLC | 4,854 | $20.9 萬 | 0.03% | −51−1.0% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 4,848 | $20.8 萬 | 0.01% | +4,848 | 新進 |
| Central Trust Co | 4,848 | $20.8 萬 | 0.00% | −597−11.0% | 減碼 |
| Colton Groome Financial Advisors, LLC | 4,846 | $20.8 萬 | 0.07% | +4,846 | 新進 |
| Nomura Holdings Inc | 4,805 | $20.7 萬 | 0.00% | −36,739−88.4% | 減碼 |
| Exchange Traded Concepts, LLC | 4,792 | $20.6 萬 | 0.00% | +1,906+66.0% | 加碼 |
| Parsonex Advisory Services, Inc. | 4,792 | $20.6 萬 | 0.17% | +4,792 | 新進 |
| Providence Capital Advisors, LLC | 4,775 | $20.5 萬 | 0.04% | −300−5.9% | 減碼 |
| Sandhill Capital Partners LLC | 4,766 | $20.5 萬 | 0.01% | −77,611−94.2% | 減碼 |
| Chicago Capital, LLC | 4,762 | $20.5 萬 | 0.01% | +4,762 | 新進 |
| Keynote Financial Services LLC | 4,740 | $20.4 萬 | 0.14% | −463−8.9% | 減碼 |
| Future Financial Wealth Managment LLC | 4,700 | $20.2 萬 | 0.14% | 00.0% | 不變 |
| Bollard Group LLC | 4,704 | $20.2 萬 | 0.00% | +282+6.4% | 加碼 |
| Alaethes Wealth LLC | 4,694 | $20.2 萬 | 0.06% | +4,694 | 新進 |
| Sentry Investment Management LLC | 4,387 | $19.9 萬 | 0.11% | 00.0% | 不變 |
| Bayforest Capital Ltd | 4,599 | $19.8 萬 | 0.09% | +4,363+1,848.7% | 加碼 |
| Creekmur Asset Management LLC | 4,580 | $19.7 萬 | 0.03% | +1,040+29.4% | 加碼 |
| American Capital Advisory, LLC | 4,506 | $19.4 萬 | 0.10% | +30+0.7% | 加碼 |
| Eastern Bank | 4,359 | $18.7 萬 | 0.00% | −500−10.3% | 減碼 |
| CNB Bank | 4,357 | $18.7 萬 | 0.09% | −1,183−21.4% | 減碼 |
| Accordant Advisory Group Inc | 4,299 | $18.5 萬 | 0.14% | 00.0% | 不變 |
| Winnow Wealth LLC | 4,299 | $18.5 萬 | 0.14% | +4,258+10,385.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,255 | $18.3 萬 | 0.03% | +273+6.9% | 加碼 |
| Ameritas Advisory Services, LLC | 4,222 | $18.2 萬 | 0.01% | +4,222 | 新進 |
| Westpac Banking Corp | 4,184 | $18.0 萬 | 0.01% | −3,204−43.4% | 減碼 |
| LRI Investments, LLC | 4,179 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Grove Bank & Trust | 4,112 | $17.7 萬 | 0.02% | −212−4.9% | 減碼 |
| Cromwell Holdings LLC | 4,108 | $17.7 萬 | 0.11% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,048 | $17.4 萬 | 0.00% | −99,680−96.1% | 減碼 |
| MV Capital Management, Inc. | 3,912 | $16.8 萬 | 0.02% | +496+14.5% | 加碼 |
| MUFG Securities EMEA plc | 3,877 | $16.7 萬 | 0.01% | +3,877 | 新進 |
| Manchester Capital Management LLC | 3,869 | $16.6 萬 | 0.02% | −29−0.7% | 減碼 |
| Bruce G. Allen Investments, LLC | 3,780 | $16.3 萬 | 0.12% | +47+1.3% | 加碼 |
| Johnson Financial Group, Inc. | 3,711 | $16.0 萬 | 0.01% | +2,112+132.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 3,696 | $15.9 萬 | 0.09% | −47−1.3% | 減碼 |