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 4 季 13F 持有人
Truist Financial Corp 在 2025/12/31 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
- 1,669
- 較 2025 年第 3 季 +146 家
- 持有股數
- 9.62 億
- 較 2025 年第 3 季 +1,859 萬 (+2.0%)
- 總市值
- $471.9 億
- 較 2025 年第 3 季 +$40.7 億 (+9.4%)
- 新進機構
- 240
- 另有 605 家加碼
- 清倉機構
- 94
- 另有 624 家減碼
另有 39 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 5,171 | $25.4 萬 | 0.10% | +35+0.7% | 加碼 |
| Penserra Capital Management LLC | 5,200 | $25.5 萬 | 0.00% | −385−6.9% | 減碼 |
| Abel Hall, LLC | 5,192 | $25.5 萬 | 0.06% | +5,192 | 新進 |
| Childress Capital Advisors, LLC | 5,192 | $25.6 萬 | 0.04% | +279+5.7% | 加碼 |
| Lincoln Capital LLC | 5,196 | $25.6 萬 | 0.05% | +5,196 | 新進 |
| SummitTX Capital, L.P. | 5,201 | $25.6 萬 | 0.01% | −55,011−91.4% | 減碼 |
| Sound Income Strategies, LLC | 5,121 | $25.6 萬 | 0.01% | +331+6.9% | 加碼 |
| Spirepoint Private Client, LLC | 5,218 | $25.7 萬 | 0.02% | +147+2.9% | 加碼 |
| RiverFront Investment Group, LLC | 5,269 | $25.9 萬 | 0.00% | +5,269 | 新進 |
| Gamco Investors, Inc. Et Al | 5,273 | $25.9 萬 | 0.00% | +5,273 | 新進 |
| Vantus Wealth LLC | 5,277 | $26.0 萬 | 0.19% | +5,277 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 5,283 | $26.0 萬 | 0.06% | −1,218−18.7% | 減碼 |
| WealthTrust Axiom LLC | 5,301 | $26.1 萬 | 0.07% | 00.0% | 不變 |
| West Family Investments, Inc. | 5,302 | $26.1 萬 | 0.06% | −1,313−19.8% | 減碼 |
| Westpac Banking Corp | 5,329 | $26.2 萬 | 0.02% | +1,145+27.4% | 加碼 |
| Forteris Wealth Management Inc. | 5,355 | $26.4 萬 | 0.26% | +5,355 | 新進 |
| Newman Dignan & Sheerar, Inc. | 5,361 | $26.4 萬 | 0.05% | +329+6.5% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 5,366 | $26.4 萬 | 0.04% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 5,395 | $26.5 萬 | 0.05% | +185+3.6% | 加碼 |
| Waldron Private Wealth LLC | 5,461 | $26.9 萬 | 0.01% | +171+3.2% | 加碼 |
| Integrated Quantitative Investments LLC | 5,474 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| Rock Point Advisors, LLC | 5,475 | $26.9 萬 | 0.07% | 00.0% | 不變 |
| Laurel Oak Wealth Management, LLC | 5,485 | $27.0 萬 | 0.05% | +5,485 | 新進 |
| Exchange Traded Concepts, LLC | 5,498 | $27.1 萬 | 0.00% | +2,295+71.7% | 加碼 |
| LRI Investments, LLC | 5,511 | $27.1 萬 | 0.02% | +1,050+23.5% | 加碼 |
| Calton & Associates, Inc. | 5,540 | $27.3 萬 | 0.04% | −179−3.1% | 減碼 |
| Clarius Group, LLC | 5,557 | $27.3 萬 | 0.02% | −49−0.9% | 減碼 |
| Parcion Private Wealth LLC | 5,601 | $27.6 萬 | 0.02% | −324−5.5% | 減碼 |
| Cascade Financial Partners, LLC | 5,639 | $27.7 萬 | 0.03% | +5,639 | 新進 |
| Next Level Private LLC | 5,642 | $27.8 萬 | 0.07% | +63+1.1% | 加碼 |
| LongView Wealth Management | 5,541 | $27.8 萬 | 0.07% | +702+14.5% | 加碼 |
| Continuum Advisory, LLC | 5,667 | $27.9 萬 | 0.03% | +647+12.9% | 加碼 |
| Visionary Wealth Advisors | 5,669 | $27.9 萬 | 0.01% | +5,669 | 新進 |
| Arbor Investment Advisors, LLC | 5,701 | $28.1 萬 | 0.04% | −77,017−93.1% | 減碼 |
| Fortress Wealth Group, LLC | 5,460 | $28.1 萬 | 0.11% | −234−4.1% | 減碼 |
| Ambassador Advisors, LLC | 5,720 | $28.1 萬 | 0.04% | +139+2.5% | 加碼 |
| Strategic Wealth Designers | 5,727 | $28.2 萬 | 0.03% | −372−6.1% | 減碼 |
| Lafayette Investments, Inc. | 5,727 | $28.2 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 5,741 | $28.3 萬 | 0.05% | +5,741 | 新進 |
| Bridgewater Advisors Inc. | 8,317 | $28.3 萬 | 0.02% | +354+4.4% | 加碼 |
| Evermay Wealth Management LLC | 5,755 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 5,775 | $28.4 萬 | 0.01% | −13−0.2% | 減碼 |
| Cornerstone Planning, LLC | 5,779 | $28.4 萬 | 0.07% | +5,779 | 新進 |
| Armis Advisers, LLC | 6,451 | $28.5 萬 | 0.03% | +6,451 | 新進 |
| Aegis Wealth Management LLC | 5,799 | $28.5 萬 | 0.16% | −243−4.0% | 減碼 |
| Modern Wealth Management, LLC | 5,855 | $28.8 萬 | 0.01% | +687+13.3% | 加碼 |
| TD Waterhouse Canada Inc. | 5,855 | $28.8 萬 | 0.00% | +2,125+57.0% | 加碼 |
| New Wave Wealth Advisors LLC | 5,857 | $28.8 萬 | 0.11% | +355+6.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 5,868 | $28.9 萬 | 0.05% | −285−4.6% | 減碼 |
| Family Legacy, Inc. | 5,870 | $28.9 萬 | 0.09% | 00.0% | 不變 |
| Founders Grove Wealth Partners, LLC | 5,883 | $29.0 萬 | 0.07% | −1,641−21.8% | 減碼 |
| Klingenstein Fields & Co LP | 5,912 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 5,931 | $29.2 萬 | 0.01% | +5,931 | 新進 |
| Cascades Capital Asset Management, LLC | 5,935 | $29.2 萬 | 0.12% | +34+0.6% | 加碼 |
| Avaii Wealth Management, LLC | 5,939 | $29.2 萬 | 0.11% | −68−1.1% | 減碼 |
| Timonier Family Office, LTD. | 5,941 | $29.2 萬 | 0.09% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,947 | $29.3 萬 | 0.01% | −683−10.3% | 減碼 |
| Frederick Financial Consultants, LLC | 5,964 | $29.3 萬 | 0.16% | −126−2.1% | 減碼 |
| Peachtree Investment Partners, LLC | 5,989 | $29.5 萬 | 0.10% | −120−2.0% | 減碼 |
| Nilsine Partners, LLC | 6,025 | $29.6 萬 | 0.03% | +822+15.8% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,051 | $29.8 萬 | 0.19% | −234−3.7% | 減碼 |
| Everstar Asset Management, LLC | 6,063 | $29.8 萬 | 0.16% | 00.0% | 不變 |
| Outfitter Financial LLC | 6,071 | $29.9 萬 | 0.24% | −20−0.3% | 減碼 |
| D'Orazio & Associates, Inc. | 6,107 | $30.1 萬 | 0.04% | +263+4.5% | 加碼 |
| Cape Investment Advisory, Inc. | 6,115 | $30.1 萬 | 0.09% | +1,012+19.8% | 加碼 |
| Councilmark Asset Management, LLC | 6,142 | $30.2 萬 | 0.17% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 6,173 | $30.4 萬 | 0.00% | +6,173 | 新進 |
| Summit Financial Wealth Advisors, LLC | 6,183 | $30.4 萬 | 0.04% | +6,183 | 新進 |
| Atlantic Family Wealth, LLC | 6,251 | $30.8 萬 | 0.23% | +982+18.6% | 加碼 |
| Hill Investment Group Partners, LLC | 6,262 | $30.8 萬 | 0.04% | +30.0% | 加碼 |
| Conning Inc. | 6,278 | $30.9 萬 | 0.01% | +966+18.2% | 加碼 |
| FNY Investment Advisers, LLC | 6,300 | $31.0 萬 | 0.09% | +6,286+44,900.0% | 加碼 |
| Platform Technology Partners | 6,321 | $31.1 萬 | 0.07% | −9−0.1% | 減碼 |
| Tennessee Valley Asset Management Partners | 6,364 | $31.3 萬 | 0.04% | +91+1.5% | 加碼 |
| Smith, Moore & Co. | 6,375 | $31.4 萬 | 0.02% | +588+10.2% | 加碼 |
| Sapient Capital LLC | 6,333 | $31.4 萬 | 0.00% | +379+6.4% | 加碼 |
| CVA Family Office, LLC | 6,405 | $31.5 萬 | 0.04% | −117−1.8% | 減碼 |
| truNorth Financial Services, Inc. | 6,440 | $31.7 萬 | 0.34% | +6,440 | 新進 |
| ARS Wealth Advisors Group, LLC | 6,446 | $31.7 萬 | 0.03% | +23+0.4% | 加碼 |
| 44 Wealth Management LLC | 6,456 | $31.8 萬 | 0.11% | +107+1.7% | 加碼 |
| L2 Asset Management, LLC | 6,462 | $31.8 萬 | 0.04% | +346+5.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,493 | $32.0 萬 | 0.02% | −2,484−27.7% | 減碼 |
| Canton Hathaway, LLC | 6,516 | $32.1 萬 | 0.06% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 6,540 | $32.2 萬 | 0.01% | +253+4.0% | 加碼 |
| PCB Capital LLC | 6,546 | $32.2 萬 | 0.52% | +6,546 | 新進 |
| Kestra Investment Management, LLC | 6,593 | $32.4 萬 | 0.01% | +854+14.9% | 加碼 |
| PDS Planning, Inc | 6,597 | $32.5 萬 | 0.02% | −27−0.4% | 減碼 |
| Whipplewood Advisors, LLC | 6,609 | $32.5 萬 | 0.21% | 00.0% | 不變 |
| CSS LLC | 6,636 | $32.7 萬 | 0.02% | −11,982−64.4% | 減碼 |
| Manske Wealth Management | 6,636 | $32.7 萬 | 0.10% | −489−6.9% | 減碼 |
| Gradient Investments LLC | 6,672 | $32.8 萬 | 0.01% | +36+0.5% | 加碼 |
| Formidable Asset Management, LLC | 7,184 | $32.8 萬 | 0.05% | −240−3.2% | 減碼 |
| Meridian Financial Partners LLC | 6,612 | $33.1 萬 | 0.13% | −4−0.1% | 減碼 |
| Jefferies Financial Group Inc. | 6,807 | $33.5 萬 | 0.00% | −87,738−92.8% | 減碼 |
| Caldwell Trust Co | 6,826 | $33.6 萬 | 0.03% | −402−5.6% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 6,850 | $33.7 萬 | 0.07% | +1,076+18.6% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 6,851 | $33.7 萬 | 0.21% | +6,851 | 新進 |
| Basecamp Wealth Advisors LLC | 6,857 | $33.7 萬 | 0.07% | +6,857 | 新進 |
| Fonville Wealth Management LLC | 6,860 | $33.8 萬 | 0.07% | +26+0.4% | 加碼 |