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 |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 9,015 | $44.4 萬 | 0.26% | +9,015 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 9,060 | $44.6 萬 | 0.01% | −221−2.4% | 減碼 |
| Howard Capital Management Inc. | 9,060 | $44.6 萬 | 0.01% | +48+0.5% | 加碼 |
| Everett Harris & Co | 9,080 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 9,103 | $44.8 萬 | 0.01% | +2,663+41.4% | 加碼 |
| Parthenon LLC | 9,112 | $44.8 萬 | 0.05% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 9,122 | $44.9 萬 | 0.16% | +229+2.6% | 加碼 |
| MTM Investment Management, LLC | 9,202 | $45.3 萬 | 0.14% | −94−1.0% | 減碼 |
| Cypress Capital Group | 9,227 | $45.4 萬 | 0.05% | +10+0.1% | 加碼 |
| Caitong International Asset Management Co., Ltd | 9,266 | $45.6 萬 | 0.11% | +9,266 | 新進 |
| Financial Management Network Inc | 9,174 | $45.6 萬 | 0.07% | +101+1.1% | 加碼 |
| Kathmere Capital Management, LLC | 9,314 | $45.8 萬 | 0.03% | +4,744+103.8% | 加碼 |
| Greatmark Investment Partners, Inc. | 9,340 | $46.0 萬 | 0.05% | +20+0.2% | 加碼 |
| Curbstone Financial Management Corp | 9,364 | $46.1 萬 | 0.09% | +9,364 | 新進 |
| Transcend Wealth Collective, LLC | 9,406 | $46.3 萬 | 0.04% | −417−4.2% | 減碼 |
| Valley National Advisers Inc | 9,475 | $46.6 萬 | 0.06% | +835+9.7% | 加碼 |
| Waycross Partners, LLC | 9,525 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| LVW Advisors, LLC | 9,529 | $46.9 萬 | 0.05% | +118+1.3% | 加碼 |
| Brady Family Wealth, LLC | 9,581 | $47.1 萬 | 0.15% | 00.0% | 不變 |
| New Hampshire Trust | 9,589 | $47.2 萬 | 0.09% | −1,441−13.1% | 減碼 |
| BSW Wealth Partners | 9,594 | $47.2 萬 | 0.06% | −22−0.2% | 減碼 |
| Checchi Capital Advisers, LLC | 9,696 | $47.7 萬 | 0.03% | −693−6.7% | 減碼 |
| Aspiriant, LLC | 9,721 | $47.8 萬 | 0.01% | +219+2.3% | 加碼 |
| Chancellor Financial Group WB LP | 9,746 | $48.0 萬 | 0.33% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 9,765 | $48.1 萬 | 0.05% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $48.1 萬 | 0.04% | −64−0.7% | 減碼 |
| Clark Financial Services Group Inc | 9,540 | $48.2 萬 | 0.26% | +157+1.7% | 加碼 |
| Centaurus Financial, Inc. | 9,816 | $48.3 萬 | 0.02% | −4,985−33.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 9,818 | $48.3 萬 | 0.27% | −60−0.6% | 減碼 |
| RFP Financial Group LLC | 9,823 | $48.3 萬 | 0.23% | −3,143−24.2% | 減碼 |
| Castleview Partners, LLC | 9,849 | $48.5 萬 | 0.24% | +2,946+42.7% | 加碼 |
| Stonebridge Financial Group, LLC | 9,852 | $48.5 萬 | 0.04% | +21+0.2% | 加碼 |
| Patriot Investment Management Inc. | 9,888 | $48.7 萬 | 0.03% | −189−1.9% | 減碼 |
| Haverford Trust Co | 9,926 | $48.8 萬 | 0.00% | +3,165+46.8% | 加碼 |
| Wilkins Investment Counsel Inc | 9,975 | $49.1 萬 | 0.07% | 00.0% | 不變 |
| American Assets Inc | 10,000 | $49.2 萬 | 0.16% | 00.0% | 不變 |
| Taylor Hoffman Capital Management LLC | 10,007 | $49.2 萬 | 0.15% | −60−0.6% | 減碼 |
| Westover Capital Advisors, LLC | 10,018 | $49.3 萬 | 0.09% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 9,867 | $49.4 萬 | 0.40% | −89−0.9% | 減碼 |
| Valmark Advisers, Inc. | 10,037 | $49.4 萬 | 0.01% | −462−4.4% | 減碼 |
| Hardy Reed LLC | 10,037 | $49.4 萬 | 0.04% | −134−1.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 10,054 | $49.5 萬 | 0.04% | +1,367+15.7% | 加碼 |
| Wright Investors Service Inc | 10,055 | $49.5 萬 | 0.15% | −302−2.9% | 減碼 |
| Bingham Private Wealth, LLC | 10,062 | $49.5 萬 | 0.43% | +10,062 | 新進 |
| Mason & Associates, LLC | 10,142 | $49.9 萬 | 0.11% | +10,142 | 新進 |
| Exencial Wealth Advisors, LLC | 10,158 | $50.0 萬 | 0.02% | −2,461−19.5% | 減碼 |
| Berkshire Money Management, Inc. | 10,192 | $50.2 萬 | 0.05% | −100−1.0% | 減碼 |
| Pine Harbor Wealth Management, LLC | 10,208 | $50.2 萬 | 0.15% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 10,240 | $50.4 萬 | 0.02% | +161+1.6% | 加碼 |
| Pitcairn Wealth Advisors LLC | 10,309 | $50.7 萬 | 0.05% | +10,309 | 新進 |
| EntryPoint Capital, LLC | 10,318 | $50.8 萬 | 0.20% | −4,478−30.3% | 減碼 |
| Retirement Planning Group | 10,358 | $51.0 萬 | 0.02% | +4,258+69.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 10,378 | $51.1 萬 | 0.01% | +265+2.6% | 加碼 |
| Chicago Trust Co NA | 10,403 | $51.2 萬 | 0.08% | +264+2.6% | 加碼 |
| Paradigm Financial Partners, LLC | 10,413 | $51.2 萬 | 0.05% | +923+9.7% | 加碼 |
| Empower Advisory Group, LLC | 10,425 | $51.3 萬 | 0.00% | +3,462+49.7% | 加碼 |
| Ameritas Advisory Services, LLC | 10,531 | $51.8 萬 | 0.02% | +7,613+260.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,537 | $51.9 萬 | 0.01% | +288+2.8% | 加碼 |
| Successful Portfolios LLC | 10,264 | $52.0 萬 | 0.26% | −93−0.9% | 減碼 |
| Fiduciary Group LLC | 10,585 | $52.1 萬 | 0.04% | −663−5.9% | 減碼 |
| South Shore Capital Advisors | 10,592 | $52.1 萬 | 0.38% | +10,592 | 新進 |
| Westwood Holdings Group Inc. | 10,629 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 10,646 | $52.4 萬 | 0.09% | +71+0.7% | 加碼 |
| Accurate Wealth Management, LLC | 10,372 | $52.5 萬 | 0.07% | +1,164+12.6% | 加碼 |
| NBC Securities, Inc. | 10,718 | $52.7 萬 | 0.04% | −4,856−31.2% | 減碼 |
| Calamos Wealth Management LLC | 10,734 | $52.8 萬 | 0.02% | +1,268+13.4% | 加碼 |
| Keudell/Morrison Wealth Management | 10,763 | $53.0 萬 | 0.11% | +10,763 | 新進 |
| Kennebec Savings Bank | 10,763 | $53.0 萬 | 0.46% | +230+2.2% | 加碼 |
| Greenspring Advisors, LLC | 10,769 | $53.0 萬 | 0.03% | +10,769 | 新進 |
| Whittier Trust Co | 10,357 | $53.0 萬 | 0.01% | −769−6.9% | 減碼 |
| Daymark Wealth Partners, LLC | 10,789 | $53.1 萬 | 0.02% | −272−2.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 10,800 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Verum Partners LLC | 10,828 | $53.3 萬 | 0.11% | +10+0.1% | 加碼 |
| Park Place Capital Corp | 10,889 | $53.6 萬 | 0.11% | +283+2.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,843 | $53.7 萬 | 0.07% | −16,425−60.2% | 減碼 |
| Vaughan David Investments LLC | 10,946 | $53.9 萬 | 0.01% | −200−1.8% | 減碼 |
| Gratus Wealth Advisors, LLC | 10,960 | $53.9 萬 | 0.07% | −868−7.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,009 | $54.2 萬 | 0.00% | −911−7.6% | 減碼 |
| Evergreen Capital Management LLC | 11,047 | $54.4 萬 | 0.01% | −406−3.5% | 減碼 |
| Longfellow Investment Management Co LLC | 11,083 | $54.5 萬 | 0.12% | 00.0% | 不變 |
| Apella Capital, LLC | 11,083 | $54.5 萬 | 0.01% | +3,227+41.1% | 加碼 |
| SLT Holdings LLC | 11,114 | $54.7 萬 | 0.36% | 00.0% | 不變 |
| Howe & Rusling Inc | 11,180 | $55.0 萬 | 0.04% | −71−0.6% | 減碼 |
| Adams Wealth Management | 11,186 | $55.0 萬 | 0.12% | −486−4.2% | 減碼 |
| Eads & Heald Wealth Management | 11,269 | $55.5 萬 | 0.27% | −419−3.6% | 減碼 |
| Culbertson A N & Co Inc | 11,293 | $55.6 萬 | 0.08% | −335−2.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 11,298 | $55.6 萬 | 0.27% | +205+1.8% | 加碼 |
| GeoWealth Management, LLC | 11,318 | $55.7 萬 | 0.02% | −1,899−14.4% | 減碼 |
| Parkside Financial Bank & Trust | 11,409 | $56.1 萬 | 0.04% | −214−1.8% | 減碼 |
| TCG Advisory Services, LLC | 11,426 | $56.2 萬 | 0.02% | −96−0.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,449 | $56.3 萬 | 0.02% | −304−2.6% | 減碼 |
| Johnson Investment Counsel Inc | 11,492 | $56.6 萬 | 0.00% | +766+7.1% | 加碼 |
| Rothschild Investment LLC | 11,620 | $57.2 萬 | 0.03% | +1,312+12.7% | 加碼 |
| Nalls Sherbakoff Group, LLC | 11,622 | $57.2 萬 | 0.41% | 00.0% | 不變 |
| Sowell Financial Services LLC | 11,631 | $57.2 萬 | 0.02% | +1,156+11.0% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $57.4 萬 | 0.20% | 00.0% | 不變 |
| Chemung Canal Trust Co | 11,662 | $57.4 萬 | 0.11% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 11,734 | $57.7 萬 | 0.08% | +3,268+38.6% | 加碼 |
| FineMark National Bank & Trust | 11,774 | $57.9 萬 | 0.02% | +11,774 | 新進 |
| Ransom Advisory, Ltd | 11,783 | $58.0 萬 | 0.23% | −647−5.2% | 減碼 |