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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 6,866 | $33.8 萬 | 0.01% | +1,822+36.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,868 | $33.8 萬 | 0.09% | −1,418−17.1% | 減碼 |
| Blue Rock Wealth Management LLC | 6,900 | $34.0 萬 | 0.21% | 00.0% | 不變 |
| Tompkins Financial Corp | 6,925 | $34.1 萬 | 0.03% | −2,098−23.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 6,935 | $34.1 萬 | 0.05% | −94,489−93.2% | 減碼 |
| Arlington Trust Co LLC | 6,978 | $34.3 萬 | 0.04% | −1,914−21.5% | 減碼 |
| Victory Financial Group, LLC | 6,998 | $34.4 萬 | 0.04% | +516+8.0% | 加碼 |
| Stone Point Wealth LLC | 7,000 | $34.4 萬 | 0.09% | 00.0% | 不變 |
| Sage Investment Counsel LLC | 7,014 | $34.5 萬 | 0.38% | +10+0.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 7,017 | $34.5 萬 | 0.03% | +7,017 | 新進 |
| ForthRight Wealth Management, LLC | 7,034 | $34.6 萬 | 0.10% | +20.0% | 加碼 |
| WBH Advisory Inc | 7,047 | $34.7 萬 | 0.03% | +950+15.6% | 加碼 |
| Morris Financial Concepts, Inc. | 7,060 | $34.7 萬 | 0.12% | −628−8.2% | 減碼 |
| Storgate, LLC | 7,063 | $34.8 萬 | 0.29% | +7,063 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $34.8 萬 | 0.01% | −1,700−19.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,077 | $34.8 萬 | 0.01% | +328+4.9% | 加碼 |
| Silverlake Wealth Management LLC | 7,113 | $35.0 萬 | 0.08% | +518+7.9% | 加碼 |
| Wynn Capital, LLC | 7,166 | $35.3 萬 | 0.17% | −808−10.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,199 | $35.4 萬 | 0.02% | −85−1.2% | 減碼 |
| Renaissance Technologies LLC | 7,217 | $35.5 萬 | 0.00% | +7,217 | 新進 |
| Wall Street Access Asset Management, LLC | 7,276 | $35.8 萬 | 0.08% | +7,276 | 新進 |
| Larry Mathis Financial Planning, LLC | 7,289 | $35.9 萬 | 0.32% | +7,289 | 新進 |
| Virtue Asset Management LLC | 7,314 | $36.0 萬 | 0.29% | +7,314 | 新進 |
| Jaffetilchin Investment Partners, LLC | 7,340 | $36.1 萬 | 0.02% | −14−0.2% | 減碼 |
| Genesis Private Wealth, LLC | 7,416 | $36.5 萬 | 0.11% | +150+2.1% | 加碼 |
| Selective Wealth Management, Inc. | 7,260 | $36.5 萬 | 0.11% | −300−4.0% | 減碼 |
| Waddell & Associates, LLC | 7,433 | $36.6 萬 | 0.02% | +24+0.3% | 加碼 |
| Plato Investment Management Ltd | 7,660 | $37.9 萬 | 0.02% | −18,097−70.3% | 減碼 |
| Wedbush Securities Inc | 7,716 | $38.0 萬 | 0.01% | +1,953+33.9% | 加碼 |
| Oak Barrel Wealth Advisory LLC | 7,777 | $38.3 萬 | 0.23% | +7,777 | 新進 |
| Aldebaran Financial Inc. | 7,728 | $38.3 萬 | 0.35% | 00.0% | 不變 |
| tru Independence LLC | 7,804 | $38.4 萬 | 0.10% | +47+0.6% | 加碼 |
| Tower Bridge Advisors | 7,820 | $38.5 萬 | 0.04% | −3,470−30.7% | 減碼 |
| Ci Investments Inc. | 7,833 | $38.5 萬 | 0.00% | −2,354−23.1% | 減碼 |
| FSB Premier Wealth Management, Inc. | 7,841 | $38.6 萬 | 0.12% | −698−8.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,846 | $38.6 萬 | 0.01% | −5,994−43.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 7,853 | $38.6 萬 | 0.01% | −17,502−69.0% | 減碼 |
| Abacus Planning Group, Inc. | 7,902 | $38.9 萬 | 0.05% | +122+1.6% | 加碼 |
| Facet Wealth, Inc. | 7,761 | $39.0 萬 | 0.01% | +3,361+76.4% | 加碼 |
| International Private Wealth Advisors LLC | 7,937 | $39.1 萬 | 0.25% | −247−3.0% | 減碼 |
| Frec Markets, Inc. | 7,947 | $39.1 萬 | 0.11% | +7,947 | 新進 |
| Summit Asset Management, LLC | 7,974 | $39.2 萬 | 0.06% | +15+0.2% | 加碼 |
| 1st Source Bank | 7,980 | $39.3 萬 | 0.02% | −134−1.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 8,000 | $39.4 萬 | 0.00% | 00.0% | 不變 |
| Odyssean, LLC | 8,081 | $39.8 萬 | 0.29% | +8,081 | 新進 |
| Cim Investment Mangement Inc | 8,095 | $39.8 萬 | 0.10% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 8,098 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| Nwam LLC | 7,960 | $39.9 萬 | 0.02% | −30.0% | 減碼 |
| Twinbeech Capital LP | 8,136 | $40.0 萬 | 0.03% | +8,136 | 新進 |
| HHM Wealth Advisors, LLC | 8,143 | $40.1 萬 | 0.05% | −993−10.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 7,830 | $40.1 萬 | 0.01% | −454−5.5% | 減碼 |
| Institute for Wealth Management, LLC. | 8,158 | $40.1 萬 | 0.04% | −409−4.8% | 減碼 |
| Eagle Strategies LLC | 8,172 | $40.2 萬 | 0.05% | −310−3.7% | 減碼 |
| IFP Advisors, Inc | 8,205 | $40.4 萬 | 0.01% | +194+2.4% | 加碼 |
| Strategic Blueprint, LLC | 8,244 | $40.6 萬 | 0.02% | −6,953−45.8% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 8,247 | $40.6 萬 | 0.02% | −4,291−34.2% | 減碼 |
| Krilogy Financial LLC | 8,089 | $40.6 萬 | 0.01% | −5,801−41.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,285 | $40.8 萬 | 0.04% | 00.0% | 不變 |
| Spire Wealth Management | 8,305 | $40.9 萬 | 0.01% | −120−1.4% | 減碼 |
| Rehmann Capital Advisory Group | 8,316 | $40.9 萬 | 0.02% | −1,261−13.2% | 減碼 |
| 5T Wealth, LLC | 8,357 | $41.1 萬 | 0.16% | −1,249−13.0% | 減碼 |
| Biltmore Family Office, LLC | 8,366 | $41.2 萬 | 0.06% | +1,092+15.0% | 加碼 |
| Ballew Advisors, Inc | 8,316 | $41.3 萬 | 0.23% | +12+0.1% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,450 | $41.6 萬 | 0.02% | −6,468−43.4% | 減碼 |
| Ti-Trust, Inc | 8,453 | $41.6 萬 | 0.26% | −51−0.6% | 減碼 |
| Norden Group LLC | 8,454 | $41.6 萬 | 0.04% | +2,078+32.6% | 加碼 |
| Chicago Partners Investment Group LLC | 8,395 | $41.6 萬 | 0.01% | +682+8.8% | 加碼 |
| Keystone Financial Group | 8,463 | $41.6 萬 | 0.03% | +29+0.3% | 加碼 |
| Clearwave Capital, LLC | 8,467 | $41.7 萬 | 0.31% | +8,467 | 新進 |
| Broyhill Asset Management | 8,480 | $41.7 萬 | 0.37% | −7,650−47.4% | 減碼 |
| BankPlus Wealth Management LLC | 8,540 | $42.0 萬 | 0.23% | −293−3.3% | 減碼 |
| Belleair Asset Management, LLC | 8,574 | $42.2 萬 | 0.40% | +8,574 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 8,609 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 8,620 | $42.4 萬 | 0.01% | +153+1.8% | 加碼 |
| NFP Retirement, Inc. | 8,624 | $42.4 萬 | 0.03% | +10.0% | 加碼 |
| North Star Investment Management Corp. | 8,633 | $42.5 萬 | 0.03% | −2,709−23.9% | 減碼 |
| Lantz Financial LLC | 8,636 | $42.5 萬 | 0.09% | +572+7.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 8,662 | $42.6 萬 | 0.01% | −1,515−14.9% | 減碼 |
| SkyView Investment Advisors, LLC | 8,671 | $42.7 萬 | 0.05% | 00.0% | 不變 |
| Souders Financial Advisors | 8,706 | $42.8 萬 | 0.05% | +398+4.8% | 加碼 |
| Ellevest, Inc. | 8,731 | $43.0 萬 | 0.06% | −702−7.4% | 減碼 |
| Total Wealth Planning & Management, Inc. | 8,736 | $43.0 萬 | 0.34% | +8,736 | 新進 |
| Almanack Investment Partners, LLC. | 8,742 | $43.0 萬 | 0.07% | +8,742 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,744 | $43.0 萬 | 0.03% | +100+1.2% | 加碼 |
| Avalon Trust Co | 8,775 | $43.2 萬 | 0.03% | −32−0.4% | 減碼 |
| Roxbury Financial LLC | 8,792 | $43.3 萬 | 0.39% | −638−6.8% | 減碼 |
| Versor Investments LP | 8,808 | $43.3 萬 | 0.07% | −16,200−64.8% | 減碼 |
| Banco Santander, S.A. | 8,817 | $43.4 萬 | 0.00% | −1,204−12.0% | 減碼 |
| Walsky Investment Management, Inc. | 8,901 | $43.8 萬 | 0.45% | +8,901 | 新進 |
| Flputnam Investment Management Co | 8,909 | $43.8 萬 | 0.01% | +8,909 | 新進 |
| Fiducient Advisors LLC | 8,915 | $43.9 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 8,917 | $43.9 萬 | 0.05% | −77−0.9% | 減碼 |
| AA Financial Advisors, LLC | 8,941 | $44.0 萬 | 0.08% | +404+4.7% | 加碼 |
| Sherbrooke Park Advisers LLC | 8,941 | $44.0 萬 | 1.14% | +8,941 | 新進 |
| Blake Schutter Theil Wealth Advisors, LLC | 8,948 | $44.0 萬 | 0.36% | +149+1.7% | 加碼 |
| Rede Wealth, LLC | 8,975 | $44.2 萬 | 0.15% | +8,975 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,978 | $44.2 萬 | 0.02% | +454+5.3% | 加碼 |
| Fox Run Management, L.L.C. | 8,979 | $44.2 萬 | 0.07% | −32,457−78.3% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 8,985 | $44.2 萬 | 0.07% | +75+0.8% | 加碼 |
| Raiffeisen Bank International AG | 8,935 | $44.3 萬 | 0.01% | −611−6.4% | 減碼 |