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 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 | 1,707 | $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 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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 11,454 | $52.4 萬 | 0.03% | −3,140−21.5% | 減碼 |
| TCG Advisory Services, LLC | 11,522 | $52.7 萬 | 0.02% | +376+3.4% | 加碼 |
| Nalls Sherbakoff Group, LLC | 11,622 | $53.1 萬 | 0.36% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 11,623 | $53.1 萬 | 0.04% | +584+5.3% | 加碼 |
| Culbertson A N & Co Inc | 11,628 | $53.2 萬 | 0.08% | −100−0.9% | 減碼 |
| Sculati Wealth Management, LLC | 11,659 | $53.3 萬 | 0.19% | 00.0% | 不變 |
| Chemung Canal Trust Co | 11,662 | $53.3 萬 | 0.11% | −1,050−8.3% | 減碼 |
| Adams Wealth Management | 11,672 | $53.4 萬 | 0.11% | −2,140−15.5% | 減碼 |
| CacheTech Inc. | 11,672 | $53.4 萬 | 0.11% | −2,140−15.5% | 減碼 |
| Eads & Heald Wealth Management | 11,688 | $53.4 萬 | 0.25% | +322+2.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,753 | $53.7 萬 | 0.02% | −607−4.9% | 減碼 |
| Heritage Investors Management Corp | 11,775 | $53.8 萬 | 0.02% | 00.0% | 不變 |
| Hilltop National Bank | 11,823 | $54.1 萬 | 0.13% | −803−6.4% | 減碼 |
| Gratus Wealth Advisors, LLC | 11,828 | $54.1 萬 | 0.08% | −7,112−37.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,249 | $54.3 萬 | 0.09% | −48−0.4% | 減碼 |
| Shepherd Financial Partners LLC | 11,915 | $54.5 萬 | 0.05% | +25+0.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,920 | $54.5 萬 | 0.00% | −845−6.6% | 減碼 |
| Evercore Wealth Management, LLC | 11,968 | $54.7 萬 | 0.01% | −520−4.2% | 減碼 |
| Venturi Wealth Management, LLC | 11,968 | $54.7 萬 | 0.03% | +327+2.8% | 加碼 |
| Laurion Capital Management LP | 12,093 | $55.3 萬 | 0.08% | +12,093 | 新進 |
| Sage Mountain Advisors LLC | 12,172 | $55.6 萬 | 0.03% | +4,203+52.7% | 加碼 |
| Code Waechter LLC | 12,681 | $55.7 萬 | 0.36% | +214+1.7% | 加碼 |
| Farmers & Merchants Investments Inc | 12,242 | $56.0 萬 | 0.02% | +260+2.2% | 加碼 |
| Foster & Motley Inc | 12,252 | $56.0 萬 | 0.03% | −790−6.1% | 減碼 |
| CX Institutional | 12,277 | $56.1 萬 | 0.02% | +2,813+29.7% | 加碼 |
| Thompson Investment Management, Inc. | 12,276 | $56.1 萬 | 0.07% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 12,335 | $56.4 萬 | 0.29% | 00.0% | 不變 |
| CenterBook Partners LP | 12,402 | $56.7 萬 | 0.03% | +12,402 | 新進 |
| Ransom Advisory, Ltd | 12,430 | $56.8 萬 | 0.26% | −700−5.3% | 減碼 |
| Live Oak Private Wealth LLC | 12,448 | $56.9 萬 | 0.08% | +174+1.4% | 加碼 |
| Forefront Wealth Partners, LLC | 12,526 | $57.3 萬 | 0.14% | −9−0.1% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 12,538 | $57.3 萬 | 0.03% | +45+0.4% | 加碼 |
| Oxford Asset Management LLP | 12,552 | $57.4 萬 | 0.19% | +12,552 | 新進 |
| Wolff Financial Management LLC | 12,560 | $57.4 萬 | 0.13% | −26−0.2% | 減碼 |
| Intrust Bank NA | 12,598 | $57.6 萬 | 0.05% | +35+0.3% | 加碼 |
| Exencial Wealth Advisors, LLC | 12,619 | $57.7 萬 | 0.02% | −1,438−10.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 12,624 | $57.7 萬 | 0.10% | 00.0% | 不變 |
| Cigna Investments Inc | 12,681 | $58.0 萬 | 0.08% | −113−0.9% | 減碼 |
| Syon Capital LLC | 12,691 | $58.0 萬 | 0.03% | −602−4.5% | 減碼 |
| Westhampton Capital, LLC | 12,755 | $58.3 萬 | 0.28% | −170−1.3% | 減碼 |
| LexAurum Advisors, LLC | 12,772 | $58.4 萬 | 0.08% | +7,918+163.1% | 加碼 |
| Duncan Williams Asset Management, LLC | 12,773 | $58.4 萬 | 0.16% | −235−1.8% | 減碼 |
| Payden & Rygel | 12,800 | $58.5 萬 | 0.05% | 00.0% | 不變 |
| RFP Financial Group LLC | 12,966 | $58.6 萬 | 0.24% | +152+1.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 12,832 | $58.7 萬 | 0.01% | +152+1.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 12,835 | $58.7 萬 | 0.07% | +12,835 | 新進 |
| Paragon Private Wealth Management, LLC | 12,875 | $58.9 萬 | 0.19% | +3,005+30.4% | 加碼 |
| IHT Wealth Management, LLC | 12,888 | $58.9 萬 | 0.01% | −528−3.9% | 減碼 |
| Teza Capital Management LLC | 12,957 | $59.2 萬 | 3.20% | −8,033−38.3% | 減碼 |
| Hoxton Planning & Management, LLC | 12,982 | $59.4 萬 | 0.19% | −840−6.1% | 減碼 |
| Leavell Investment Management, Inc. | 12,991 | $59.4 萬 | 0.03% | −5,847−31.0% | 減碼 |
| Uncommon Cents Investing LLC | 13,020 | $59.5 萬 | 0.15% | +285+2.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $60.0 萬 | 0.16% | 00.0% | 不變 |
| Greenleaf Trust | 13,174 | $60.2 萬 | 0.01% | +127+1.0% | 加碼 |
| GeoWealth Management, LLC | 13,217 | $60.4 萬 | 0.02% | +7,338+124.8% | 加碼 |
| Aaron Wealth Advisors | 13,366 | $61.1 萬 | 0.04% | +5,232+64.3% | 加碼 |
| Krilogy Financial LLC | 13,890 | $61.2 萬 | 0.02% | +13,890 | 新進 |
| Archer Investment Corp | 13,411 | $61.3 萬 | 0.14% | 00.0% | 不變 |
| Groupama Asset Managment | 13,431 | $61.4 萬 | 0.01% | +13,431 | 新進 |
| Koshinski Asset Management, Inc. | 13,440 | $61.4 萬 | 0.04% | −64−0.5% | 減碼 |
| Eastover Investment Advisors LLC | 13,481 | $61.6 萬 | 0.27% | 00.0% | 不變 |
| First Financial Group Corp | 13,498 | $61.7 萬 | 0.53% | −838−5.8% | 減碼 |
| Fee-Only Financial Planning, L.C. | 13,506 | $61.7 萬 | 0.36% | −1,865−12.1% | 減碼 |
| Pinnacle Holdings, LLC | 13,520 | $61.8 萬 | 0.22% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 13,559 | $62.0 萬 | 0.17% | +177+1.3% | 加碼 |
| Klingman & Associates, LLC | 13,586 | $62.1 萬 | 0.03% | +83+0.6% | 加碼 |
| Change Path, LLC | 13,658 | $62.4 萬 | 0.02% | +2,172+18.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 13,687 | $62.6 萬 | 0.08% | +1,210+9.7% | 加碼 |
| F/M Investments LLC | 13,720 | $62.7 萬 | 0.02% | −274−2.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 13,748 | $62.8 萬 | 0.22% | +1,253+10.0% | 加碼 |
| Boston Private Wealth LLC | 13,750 | $62.9 萬 | 0.03% | −2,879−17.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 13,840 | $63.3 萬 | 0.02% | +81+0.6% | 加碼 |
| Polymer Capital Management (US) LLC | 13,867 | $63.4 萬 | 0.08% | +13,867 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 13,944 | $63.8 萬 | 0.13% | +2,337+20.1% | 加碼 |
| Prosperity Wealth Management, Inc. | 14,032 | $64.2 萬 | 0.22% | +8+0.1% | 加碼 |
| Rossmore Private Capital | 14,098 | $64.5 萬 | 0.07% | −20−0.1% | 減碼 |
| Sumitomo Life Insurance Co | 14,101 | $64.5 萬 | 0.02% | −577−3.9% | 減碼 |
| Sigma Planning Corp | 14,108 | $64.5 萬 | 0.02% | −1,797−11.3% | 減碼 |
| Hudson Bay Capital Management LP | 14,140 | $64.6 萬 | 0.00% | +14,140 | 新進 |
| Keel Point, LLC | 14,232 | $65.1 萬 | 0.04% | −213−1.5% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,252 | $65.2 萬 | 0.32% | −333−2.3% | 減碼 |
| First Horizon Corp | 14,256 | $65.2 萬 | 0.03% | +14,256 | 新進 |
| Capital Fund Management S.A. | 14,280 | $65.3 萬 | 0.01% | +14,280 | 新進 |
| Alamea Verwaltungs GmbH | 14,287 | $65.3 萬 | 0.45% | +2,085+17.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 14,306 | $65.4 萬 | 0.03% | +14,306 | 新進 |
| Busey Wealth Management | 14,329 | $65.5 萬 | 0.02% | −454−3.1% | 減碼 |
| Citizens Financial Group Inc | 14,349 | $65.6 萬 | 0.01% | −2,841−16.5% | 減碼 |
| First City Capital Management, Inc. | 14,359 | $65.6 萬 | 0.35% | +13+0.1% | 加碼 |
| Texas Yale Capital Corp. | 14,400 | $65.8 萬 | 0.02% | −130−0.9% | 減碼 |
| Wedmont Private Capital | 14,578 | $65.9 萬 | 0.02% | +1,341+10.1% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 14,494 | $66.3 萬 | 0.12% | +650+4.7% | 加碼 |
| Icon Wealth Advisors, LLC | 14,514 | $66.4 萬 | 0.04% | +219+1.5% | 加碼 |
| 3Chopt Investment Partners, LLC | 14,520 | $66.4 萬 | 0.15% | −2,877−16.5% | 減碼 |
| Alteri Wealth LLC | 14,577 | $66.6 萬 | 0.23% | +495+3.5% | 加碼 |
| Prosperity Consulting Group, LLC | 14,586 | $66.7 萬 | 0.03% | +1,025+7.6% | 加碼 |
| Fiduciary Family Office, LLC | 14,602 | $66.8 萬 | 0.19% | +650+4.7% | 加碼 |
| Sunpointe, LLC | 14,608 | $66.8 萬 | 0.24% | +1,871+14.7% | 加碼 |
| X-Square Capital, LLC | 14,638 | $66.9 萬 | 0.21% | +60.0% | 加碼 |
| Inspirion Wealth Advisors, LLC | 15,700 | $67.1 萬 | 0.09% | −1,220−7.2% | 減碼 |
| Sterling Capital Management LLC | 14,695 | $67.2 萬 | 0.01% | −78−0.5% | 減碼 |