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 1,706 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 3 季 13F 持有人
Truist Financial Corp 在 2025/9/30 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
- 1,562
- 較 2025 年第 2 季 +39 家
- 持有股數
- 9.48 億
- 較 2025 年第 2 季 −114.3 萬 (−0.1%)
- 總市值
- $433.2 億
- 較 2025 年第 2 季 +$25.3 億 (+6.2%)
- 新進機構
- 129
- 另有 628 家加碼
- 清倉機構
- 90
- 另有 578 家減碼
另有 26 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | 1,706 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 4,817 | $21.8 萬 | 0.01% | +4,817 | 新進 |
| LongView Wealth Management | 4,839 | $22.1 萬 | 0.06% | −115−2.3% | 減碼 |
| Davis R M Inc | 4,861 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Yeomans Consulting Group, Inc. | 4,891 | $22.3 萬 | 0.08% | −287−5.5% | 減碼 |
| Childress Capital Advisors, LLC | 4,913 | $22.5 萬 | 0.04% | +4,913 | 新進 |
| Total Clarity Wealth Management, Inc. | 4,924 | $22.5 萬 | 0.06% | −34−0.7% | 減碼 |
| PFW Advisors LLC | 4,951 | $22.6 萬 | 0.07% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 4,960 | $22.7 萬 | 0.05% | 00.0% | 不變 |
| McAdam, LLC | 4,972 | $22.7 萬 | 0.01% | +4,972 | 新進 |
| Payne Capital Management, LLC | 5,000 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Continuum Advisory, LLC | 5,020 | $23.0 萬 | 0.02% | −542−9.7% | 減碼 |
| Paragon Capital Management Ltd | 5,022 | $23.0 萬 | 0.04% | −252−4.8% | 減碼 |
| Capital Analysts, LLC | 5,014 | $23.0 萬 | 0.01% | −264−5.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 5,032 | $23.0 萬 | 0.05% | −2,936−36.8% | 減碼 |
| Evoke Wealth, LLC | 5,044 | $23.1 萬 | 0.00% | −499−9.0% | 減碼 |
| Sunbelt Securities, Inc. | 5,048 | $23.1 萬 | 0.02% | +2,840+128.6% | 加碼 |
| Element Wealth, LLC | 5,052 | $23.1 萬 | 0.10% | +9+0.2% | 加碼 |
| TradeWell Securities, LLC. | 5,085 | $23.2 萬 | 0.10% | −118−2.3% | 減碼 |
| Fortress Private Ledger, LLC | 5,069 | $23.2 萬 | 0.08% | −864−14.6% | 減碼 |
| Spirepoint Private Client, LLC | 5,071 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| David Loasby | 5,135 | $23.2 萬 | 0.02% | −746−12.7% | 減碼 |
| Shayne & Co., LLC | 5,084 | $23.2 萬 | 0.07% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 5,103 | $23.3 萬 | 0.23% | −708−12.2% | 減碼 |
| Philadelphia Trust Co | 5,127 | $23.4 萬 | 0.02% | +210+4.3% | 加碼 |
| Augustine Asset Management Inc | 5,128 | $23.4 萬 | 0.05% | −90−1.7% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,136 | $23.5 萬 | 0.10% | +92+1.8% | 加碼 |
| Gitterman Wealth Management, LLC | 5,147 | $23.5 萬 | 0.05% | +5,147 | 新進 |
| Focus Financial Network, Inc. | 5,165 | $23.6 萬 | 0.01% | −614−10.6% | 減碼 |
| Modern Wealth Management, LLC | 5,168 | $23.6 萬 | 0.00% | +5,168 | 新進 |
| Parsonex Advisory Services, Inc. | 5,171 | $23.6 萬 | 0.16% | +379+7.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,171 | $23.6 萬 | 0.00% | −33−0.6% | 減碼 |
| Nilsine Partners, LLC | 5,203 | $23.8 萬 | 0.02% | −1,314−20.2% | 減碼 |
| M. Kulyk & Associates, LLC | 5,210 | $23.8 萬 | 0.05% | 00.0% | 不變 |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $24.0 萬 | 0.02% | +5,244 | 新進 |
| Baron Wealth Management LLC | 5,257 | $24.0 萬 | 0.08% | +10.0% | 加碼 |
| Atlantic Family Wealth, LLC | 5,269 | $24.1 萬 | 0.19% | −49−0.9% | 減碼 |
| Waldron Private Wealth LLC | 5,290 | $24.2 萬 | 0.01% | +15+0.3% | 加碼 |
| WealthTrust Axiom LLC | 5,301 | $24.2 萬 | 0.06% | 00.0% | 不變 |
| Conning Inc. | 5,312 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 5,447 | $24.3 萬 | 0.08% | +5,447 | 新進 |
| Harmony Asset Management LLC | 5,364 | $24.5 萬 | 0.08% | +9+0.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 5,390 | $24.6 萬 | 0.07% | +55+1.0% | 加碼 |
| Financial Consulate, Inc | 5,413 | $24.7 萬 | 0.03% | +5,413 | 新進 |
| Smith Chas P & Associates Pa Cpas | 5,449 | $24.9 萬 | 0.02% | −18,578−77.3% | 減碼 |
| Fortress Wealth Group, LLC | 5,694 | $25.0 萬 | 0.11% | 00.0% | 不變 |
| Integrated Quantitative Investments LLC | 5,474 | $25.0 萬 | 0.07% | +5,474 | 新進 |
| Rock Point Advisors, LLC | 5,475 | $25.0 萬 | 0.07% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 5,502 | $25.2 萬 | 0.10% | +460+9.1% | 加碼 |
| Gries Financial LLC | 5,507 | $25.2 萬 | 0.04% | +233+4.4% | 加碼 |
| Johnson Financial Group, Inc. | 5,525 | $25.3 萬 | 0.01% | +1,814+48.9% | 加碼 |
| Next Level Private LLC | 5,579 | $25.3 萬 | 0.07% | +52+0.9% | 加碼 |
| Penserra Capital Management LLC | 5,585 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 5,581 | $25.5 萬 | 0.04% | +497+9.8% | 加碼 |
| Clarius Group, LLC | 5,606 | $25.6 萬 | 0.02% | −2,185−28.0% | 減碼 |
| GTS Securities LLC | 5,653 | $25.8 萬 | 0.01% | −465−7.6% | 減碼 |
| Muirfield Wealth Advisors LLC | 5,665 | $25.9 萬 | 0.19% | +62+1.1% | 加碼 |
| Calton & Associates, Inc. | 5,719 | $26.1 萬 | 0.04% | −607−9.6% | 減碼 |
| Lafayette Investments, Inc. | 5,727 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 7,963 | $26.2 萬 | 0.02% | +686+9.4% | 加碼 |
| Kestra Investment Management, LLC | 5,739 | $26.2 萬 | 0.01% | −453−7.3% | 減碼 |
| Wedbush Securities Inc | 5,763 | $26.3 萬 | 0.01% | +5,763 | 新進 |
| Evermay Wealth Management LLC | 5,755 | $26.3 萬 | 0.03% | −50−0.9% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 5,774 | $26.4 萬 | 0.06% | +170+3.0% | 加碼 |
| Smith, Moore & Co. | 5,787 | $26.5 萬 | 0.02% | +423+7.9% | 加碼 |
| BLB&B Advisors, LLC | 5,788 | $26.5 萬 | 0.01% | +160+2.8% | 加碼 |
| Convergence Financial, LLC | 5,831 | $26.7 萬 | 0.04% | −833−12.5% | 減碼 |
| D'Orazio & Associates, Inc. | 5,844 | $26.7 萬 | 0.04% | −132−2.2% | 減碼 |
| Patton Fund Management, Inc. | 5,846 | $26.7 萬 | 0.05% | 00.0% | 不變 |
| Family Legacy, Inc. | 5,870 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 5,900 | $27.0 萬 | 0.14% | +231+4.1% | 加碼 |
| Cascades Capital Asset Management, LLC | 5,901 | $27.0 萬 | 0.12% | −67−1.1% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 5,925 | $27.1 萬 | 0.02% | +398+7.2% | 加碼 |
| Timonier Family Office, LTD. | 5,941 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| Sapient Capital LLC | 5,954 | $27.3 萬 | 0.00% | −645−9.8% | 減碼 |
| Salzhauer Michael | 57,327 | $27.4 萬 | 0.16% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 6,007 | $27.5 萬 | 0.10% | +7+0.1% | 加碼 |
| Court Place Advisors, LLC | 6,022 | $27.5 萬 | 0.08% | +200+3.4% | 加碼 |
| Skopos Labs, Inc. | 6,479 | $27.6 萬 | 0.04% | −295−4.4% | 減碼 |
| Aegis Wealth Management LLC | 6,042 | $27.6 萬 | 0.15% | −1,234−17.0% | 減碼 |
| Everstar Asset Management, LLC | 6,063 | $27.7 萬 | 0.16% | +155+2.6% | 加碼 |
| Frederick Financial Consultants, LLC | 6,090 | $27.8 萬 | 0.16% | +55+0.9% | 加碼 |
| Outfitter Financial LLC | 6,091 | $27.8 萬 | 0.23% | −2,750−31.1% | 減碼 |
| WBH Advisory Inc | 6,097 | $27.9 萬 | 0.02% | +187+3.2% | 加碼 |
| Strategic Wealth Designers | 6,099 | $27.9 萬 | 0.02% | +6,099 | 新進 |
| Retirement Planning Group | 6,100 | $27.9 萬 | 0.01% | +6,100 | 新進 |
| Apexium Financial, LP | 6,106 | $27.9 萬 | 0.01% | +88+1.5% | 加碼 |
| Peachtree Investment Partners, LLC | 6,109 | $27.9 萬 | 0.10% | −140−2.2% | 減碼 |
| L2 Asset Management, LLC | 6,116 | $28.0 萬 | 0.04% | +319+5.5% | 加碼 |
| Councilmark Asset Management, LLC | 6,142 | $28.1 萬 | 0.16% | −550−8.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,153 | $28.1 萬 | 0.05% | +114+1.9% | 加碼 |
| Bailard, Inc. | 6,212 | $28.4 萬 | 0.01% | −47,767−88.5% | 減碼 |
| Hill Investment Group Partners, LLC | 6,259 | $28.6 萬 | 0.03% | −432−6.5% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,273 | $28.7 萬 | 0.04% | +1,073+20.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,285 | $28.7 萬 | 0.19% | −98−1.5% | 減碼 |
| Quotient Wealth Partners, LLC | 6,287 | $28.7 萬 | 0.01% | +89+1.4% | 加碼 |
| Platform Technology Partners | 6,330 | $28.9 萬 | 0.07% | −117−1.8% | 減碼 |
| 44 Wealth Management LLC | 6,349 | $29.0 萬 | 0.10% | −7−0.1% | 減碼 |
| Alta Advisers Ltd | 6,350 | $29.0 萬 | 0.09% | 00.0% | 不變 |