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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 22,851 | $98.2 萬 | 0.22% | −14,887−39.4% | 減碼 |
| Greenwood Capital Associates LLC | 22,742 | $97.8 萬 | 0.12% | −1,000−4.2% | 減碼 |
| Garda Capital Partners LP | 22,741 | $97.8 萬 | 0.28% | −57,242−71.6% | 減碼 |
| Tower Trust & Investment Co | 22,736 | $97.7 萬 | 0.69% | −39−0.2% | 減碼 |
| Salomon & Ludwin, LLC | 21,695 | $97.7 萬 | 0.10% | −44−0.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 22,375 | $97.5 萬 | 0.02% | −7,547−25.2% | 減碼 |
| Intrua Financial, LLC | 22,572 | $97.0 萬 | 0.14% | +1,633+7.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 22,522 | $96.8 萬 | 0.15% | −14,247−38.7% | 減碼 |
| Meridian Wealth Management, LLC | 22,422 | $96.4 萬 | 0.04% | −520−2.3% | 減碼 |
| International Assets Investment Management, LLC | 22,420 | $96.4 萬 | 0.08% | −2,623−10.5% | 減碼 |
| Dover Advisors, LLC | 22,409 | $96.3 萬 | 0.42% | −1,351−5.7% | 減碼 |
| Monument Capital Management | 22,280 | $95.8 萬 | 0.25% | 00.0% | 不變 |
| EPG Wealth Management LLC | 22,262 | $95.7 萬 | 0.29% | −710−3.1% | 減碼 |
| Widmann Financial Services, Inc. | 22,178 | $95.3 萬 | 0.66% | −689−3.0% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,163 | $95.3 萬 | 0.91% | −230−1.0% | 減碼 |
| Ingalls & Snyder LLC | 22,058 | $94.8 萬 | 0.03% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 21,952 | $94.4 萬 | 0.02% | +3,771+20.7% | 加碼 |
| Keystone Financial Group, Inc. | 21,283 | $94.2 萬 | 0.60% | +266+1.3% | 加碼 |
| BHK Investment Advisors, LLC | 21,817 | $93.8 萬 | 0.37% | −270−1.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 21,806 | $93.7 萬 | 0.02% | +3,946+22.1% | 加碼 |
| EP Wealth Advisors, LLC | 21,769 | $93.6 萬 | 0.01% | +5,143+30.9% | 加碼 |
| Glenview Trust Co | 21,759 | $93.5 萬 | 0.02% | −23−0.1% | 減碼 |
| WBI Investments | 21,746 | $93.5 萬 | 0.24% | +21,746 | 新進 |
| My Legacy Advisors, LLC | 20,465 | $93.1 萬 | 0.33% | +4,980+32.2% | 加碼 |
| Applied Finance Capital Management, LLC | 21,656 | $93.1 萬 | 0.06% | +1,018+4.9% | 加碼 |
| Farther Finance Advisors, LLC | 21,474 | $92.3 萬 | 0.02% | +1,010+4.9% | 加碼 |
| Canandaigua National Trust Co of Florida | 21,375 | $91.9 萬 | 0.65% | +165+0.8% | 加碼 |
| Ascent Group, LLC | 21,317 | $91.6 萬 | 0.04% | −695−3.2% | 減碼 |
| Bahl & Gaynor Inc | 21,272 | $91.4 萬 | 0.00% | −7,661−26.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 21,235 | $91.3 萬 | 0.35% | −56,799−72.8% | 減碼 |
| Umb Bank N A | 21,213 | $91.2 萬 | 0.01% | −16,995−44.5% | 減碼 |
| Carlson Capital L P | 21,200 | $91.1 萬 | 0.52% | +21,200 | 新進 |
| Capital Asset Advisory Services LLC | 20,608 | $91.1 萬 | 0.04% | +402+2.0% | 加碼 |
| Plato Investment Management Ltd | 21,182 | $90.7 萬 | 0.07% | +4,383+26.1% | 加碼 |
| Carson Advisory Inc. | 20,997 | $90.3 萬 | 0.57% | +702+3.5% | 加碼 |
| Teza Capital Management LLC | 20,990 | $90.2 萬 | 0.67% | −7,225−25.6% | 減碼 |
| Burke & Herbert Bank & Trust Co | 20,977 | $90.2 萬 | 0.20% | −26−0.1% | 減碼 |
| Compass Ion Advisors, LLC | 20,973 | $90.2 萬 | 0.10% | +33+0.2% | 加碼 |
| Smith, Salley & Associates | 20,967 | $90.1 萬 | 0.05% | +10,620+102.6% | 加碼 |
| Dodge & Cox | 20,911 | $89.9 萬 | 0.00% | −601−2.8% | 減碼 |
| Nicolet Bankshares Inc | 20,792 | $89.4 萬 | 0.15% | −2,605−11.1% | 減碼 |
| Oakworth Capital, Inc. | 20,722 | $89.1 萬 | 0.06% | −814−3.8% | 減碼 |
| Callan Family Office, LLC | 20,661 | $88.8 萬 | 0.03% | +6,733+48.3% | 加碼 |
| Register Financial Advisors LLC | 20,610 | $88.6 萬 | 0.39% | +2,211+12.0% | 加碼 |
| Cornerstone Advisors, LLC | 20,600 | $88.6 萬 | 0.03% | 00.0% | 不變 |
| Old Port Advisors | 20,556 | $88.4 萬 | 0.24% | +15,464+303.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 20,407 | $87.7 萬 | 0.16% | −423−2.0% | 減碼 |
| Coldstream Capital Management Inc | 20,367 | $87.6 萬 | 0.01% | −1,521−6.9% | 減碼 |
| Silver Oak Securities, Inc | 20,202 | $86.8 萬 | 0.07% | +4,781+31.0% | 加碼 |
| Forum Financial Management, LP | 20,055 | $86.2 萬 | 0.01% | +1,157+6.1% | 加碼 |
| BIP Wealth, LLC | 20,040 | $86.2 萬 | 0.05% | −420−2.1% | 減碼 |
| NewSquare Capital LLC | 20,038 | $86.1 萬 | 0.06% | −959−4.6% | 減碼 |
| Staley Capital Advisers Inc | 20,000 | $86.0 萬 | 0.04% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,934 | $85.7 萬 | 0.03% | −441−2.2% | 減碼 |
| AlphaStar Capital Management, LLC | 19,811 | $85.2 萬 | 0.06% | +1,287+6.9% | 加碼 |
| American Trust | 19,802 | $85.1 萬 | 0.08% | +1,655+9.1% | 加碼 |
| Ignite Planners, LLC | 19,227 | $85.1 萬 | 0.15% | +464+2.5% | 加碼 |
| Leisure Capital Management | 19,755 | $84.9 萬 | 0.32% | +508+2.6% | 加碼 |
| TCW Group Inc | 19,755 | $84.9 萬 | 0.01% | +411+2.1% | 加碼 |
| Adapt Wealth Advisors, LLC | 19,706 | $84.7 萬 | 0.38% | −750−3.7% | 減碼 |
| Winton Group Ltd | 19,603 | $84.3 萬 | 0.04% | +19,603 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 19,545 | $84.0 萬 | 0.02% | +1,320+7.2% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 19,537 | $84.0 萬 | 0.23% | +647+3.4% | 加碼 |
| KG&L Capital Management,LLC | 19,509 | $83.9 萬 | 0.25% | −6,070−23.7% | 減碼 |
| First Horizon Advisors, Inc. | 19,232 | $82.7 萬 | 0.02% | +1,766+10.1% | 加碼 |
| West Paces Advisors Inc. | 19,230 | $82.7 萬 | 0.18% | −6,581−25.5% | 減碼 |
| Plimoth Trust Co LLC | 19,227 | $82.7 萬 | 0.20% | −150−0.8% | 減碼 |
| RMR Wealth Builders | 19,205 | $82.6 萬 | 0.08% | +313+1.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 19,065 | $82.0 萬 | 0.05% | −163,089−89.5% | 減碼 |
| Todd Asset Management LLC | 18,986 | $81.6 萬 | 0.02% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 18,940 | $81.4 萬 | 0.12% | −738−3.8% | 減碼 |
| South State Corp. | 18,929 | $81.4 萬 | 0.04% | −433−2.2% | 減碼 |
| Soundwatch Capital LLC | 798,535 | $81.2 萬 | 0.17% | +798,535 | 新進 |
| Congress Asset Management Co | 18,848 | $81.0 萬 | 0.01% | −10,455−35.7% | 減碼 |
| Leavell Investment Management, Inc. | 18,838 | $81.0 萬 | 0.04% | −1,331−6.6% | 減碼 |
| Trust Co of Virginia | 18,821 | $80.9 萬 | 0.07% | −670−3.4% | 減碼 |
| Infrastructure Capital Advisors, LLC | 18,759 | $80.6 萬 | 0.10% | −9,468−33.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 18,655 | $80.2 萬 | 0.01% | −1,165−5.9% | 減碼 |
| CSS LLC | 18,618 | $80.0 萬 | 0.05% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 18,565 | $79.8 萬 | 0.09% | −524−2.7% | 減碼 |
| Private Trust Co NA | 18,484 | $79.5 萬 | 0.08% | +3,279+21.6% | 加碼 |
| Vontobel Holding Ltd. | 18,369 | $79.0 萬 | 0.00% | +556+3.1% | 加碼 |
| Smartleaf Asset Management LLC | 18,524 | $78.9 萬 | 0.07% | −2,951−13.7% | 減碼 |
| Sheets Smith Wealth Management | 18,089 | $77.8 萬 | 0.09% | +13+0.1% | 加碼 |
| Aspire Private Capital, LLC | 18,008 | $77.4 萬 | 0.18% | −1,096−5.7% | 減碼 |
| J. Safra Sarasin Holding AG | 17,918 | $77.0 萬 | 0.01% | −22,827−56.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 17,886 | $76.9 萬 | 0.18% | −608−3.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 17,818 | $76.6 萬 | 0.02% | +1,819+11.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $76.3 萬 | 0.02% | −7,350−29.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 17,700 | $76.1 萬 | 0.06% | +1,113+6.7% | 加碼 |
| Brady Family Wealth, LLC | 17,668 | $76.0 萬 | 0.24% | 00.0% | 不變 |
| Invst, LLC | 17,598 | $75.7 萬 | 0.09% | −362−2.0% | 減碼 |
| Equitable Holdings, Inc. | 17,544 | $75.4 萬 | 0.01% | +4,424+33.7% | 加碼 |
| Caption Management, LLC | 17,500 | $75.2 萬 | 0.07% | −83,085−82.6% | 減碼 |
| Profund Advisors LLC | 17,474 | $75.1 萬 | 0.03% | −3,489−16.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 17,474 | $75.1 萬 | 0.03% | −510−2.8% | 減碼 |
| 3Chopt Investment Partners, LLC | 17,397 | $74.8 萬 | 0.18% | +104+0.6% | 加碼 |
| Elevated Capital Advisors, LLC | 18,124 | $74.6 萬 | 0.21% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 17,249 | $74.2 萬 | 0.05% | +983+6.0% | 加碼 |
| Insigneo Advisory Services, LLC | 17,219 | $74.0 萬 | 0.06% | −413−2.3% | 減碼 |