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。
2026 年第 1 季 13F 持有人
Truist Financial Corp 在 2026/3/31 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
- 1,648
- 較 2025 年第 4 季 +8 家
- 持有股數
- 9.34 億
- 較 2025 年第 4 季 +1.04 億 (+12.5%)
- 總市值
- $427.4 億
- 較 2025 年第 4 季 +$20.5 億 (+5.0%)
- 新進機構
- 152
- 另有 636 家加碼
- 清倉機構
- 144
- 另有 648 家減碼
另有 29 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 5,528 | $25.4 萬 | 0.07% | +5,528 | 新進 |
| Cobblestone Asset Management LLC | 5,539 | $25.5 萬 | 0.11% | +5,539 | 新進 |
| Beverly Hills Private Wealth, LLC | 5,556 | $25.5 萬 | 0.04% | −312−5.3% | 減碼 |
| Parcion Private Wealth LLC | 5,566 | $25.6 萬 | 0.02% | −35−0.6% | 減碼 |
| Founders Grove Wealth Partners, LLC | 5,578 | $25.6 萬 | 0.06% | −305−5.2% | 減碼 |
| TAGStone Capital, Inc. | 5,629 | $25.9 萬 | 0.09% | +5,629 | 新進 |
| Cascade Financial Partners, LLC | 5,639 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 5,460 | $26.0 萬 | 0.10% | 00.0% | 不變 |
| Visionary Wealth Advisors | 5,669 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 5,701 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 5,703 | $26.2 萬 | 0.01% | −244−4.1% | 減碼 |
| Aegis Wealth Management LLC | 5,705 | $26.2 萬 | 0.15% | −94−1.6% | 減碼 |
| BLB&B Advisors, LLC | 5,708 | $26.2 萬 | 0.01% | −67−1.2% | 減碼 |
| Next Level Private LLC | 5,712 | $26.3 萬 | 0.06% | +70+1.2% | 加碼 |
| Souders Financial Advisors | 5,720 | $26.3 萬 | 0.03% | −2,986−34.3% | 減碼 |
| D'Orazio & Associates, Inc. | 5,728 | $26.3 萬 | 0.03% | −379−6.2% | 減碼 |
| LongView Wealth Management | 5,329 | $26.4 萬 | 0.07% | −212−3.8% | 減碼 |
| Evermay Wealth Management LLC | 5,755 | $26.5 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Planning, LLC | 5,779 | $26.6 萬 | 0.06% | 00.0% | 不變 |
| Calton & Associates, Inc. | 5,806 | $26.7 萬 | 0.04% | +266+4.8% | 加碼 |
| Limestone Investment Advisors LP | 5,840 | $26.8 萬 | 0.13% | +5,840 | 新進 |
| Bridgewater Advisors Inc. | 8,237 | $26.9 萬 | 0.02% | −80−1.0% | 減碼 |
| Abbot Financial Management, Inc. | 5,866 | $27.0 萬 | 0.11% | +5,866 | 新進 |
| Family Legacy, Inc. | 5,870 | $27.0 萬 | 0.08% | 00.0% | 不變 |
| RWM Asset Management, LLC | 5,887 | $27.1 萬 | 0.03% | +5,887 | 新進 |
| Klingenstein Fields & Co LP | 5,912 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Sapient Capital LLC | 5,946 | $27.3 萬 | 0.00% | −387−6.1% | 減碼 |
| Integrated Advisors Network LLC | 5,960 | $27.4 萬 | 0.01% | −7,594−56.0% | 減碼 |
| Diversify Wealth Management, LLC | 5,412 | $27.4 萬 | 0.00% | +5,412 | 新進 |
| Cascades Capital Asset Management, LLC | 5,966 | $27.4 萬 | 0.11% | +31+0.5% | 加碼 |
| Gradient Investments LLC | 6,031 | $27.7 萬 | 0.00% | −641−9.6% | 減碼 |
| Frederick Financial Consultants, LLC | 6,042 | $27.8 萬 | 0.14% | +78+1.3% | 加碼 |
| Peachtree Investment Partners, LLC | 6,049 | $27.8 萬 | 0.11% | +60+1.0% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 6,052 | $27.8 萬 | 0.18% | +10.0% | 加碼 |
| White Pine Capital LLC | 6,055 | $27.8 萬 | 0.08% | +6,055 | 新進 |
| Catalytic Wealth RIA, LLC | 6,067 | $27.9 萬 | 0.01% | −1,786−22.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 6,067 | $27.9 萬 | 0.09% | +2,833+87.6% | 加碼 |
| Commonwealth Financial Services, LLC | 6,076 | $27.9 萬 | 0.04% | +335+5.8% | 加碼 |
| Armis Advisers, LLC | 6,033 | $28.1 萬 | 0.03% | −418−6.5% | 減碼 |
| Everstar Asset Management, LLC | 6,128 | $28.2 萬 | 0.15% | +65+1.1% | 加碼 |
| Councilmark Asset Management, LLC | 6,142 | $28.2 萬 | 0.16% | 00.0% | 不變 |
| Genesis Private Wealth, LLC | 6,226 | $28.6 萬 | 0.09% | −1,190−16.0% | 減碼 |
| Manske Wealth Management | 6,240 | $28.7 萬 | 0.08% | −396−6.0% | 減碼 |
| Hill Investment Group Partners, LLC | 6,262 | $28.8 萬 | 0.03% | 00.0% | 不變 |
| truNorth Financial Services, Inc. | 6,267 | $28.8 萬 | 0.30% | −173−2.7% | 減碼 |
| Smith, Moore & Co. | 6,267 | $28.8 萬 | 0.02% | −108−1.7% | 減碼 |
| La Banque Postale Asset Management SA | 6,298 | $29.0 萬 | 0.00% | −213,897−97.1% | 減碼 |
| New Wave Wealth Advisors LLC | 6,303 | $29.0 萬 | 0.10% | +446+7.6% | 加碼 |
| Everhart Financial Group, Inc. | 6,365 | $29.3 萬 | 0.02% | +6,365 | 新進 |
| 44 Wealth Management LLC | 6,395 | $29.4 萬 | 0.10% | −61−0.9% | 減碼 |
| Atlantic Family Wealth, LLC | 6,407 | $29.5 萬 | 0.21% | +156+2.5% | 加碼 |
| Ci Investments Inc. | 6,424 | $29.5 萬 | 0.00% | −1,409−18.0% | 減碼 |
| Ostrum Asset Management | 6,485 | $29.8 萬 | 0.02% | −20,020−75.5% | 減碼 |
| Morris Financial Concepts, Inc. | 6,485 | $29.8 萬 | 0.10% | −575−8.1% | 減碼 |
| Basecamp Wealth Advisors LLC | 6,487 | $29.8 萬 | 0.06% | −370−5.4% | 減碼 |
| Empower Advisory Group, LLC | 6,488 | $29.8 萬 | 0.00% | −3,937−37.8% | 減碼 |
| Stone Point Wealth LLC | 6,500 | $29.9 萬 | 0.08% | −500−7.1% | 減碼 |
| Canton Hathaway, LLC | 6,516 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Tandem Investment Advisors, Inc. | 6,538 | $30.1 萬 | 0.01% | +6,538 | 新進 |
| Whipplewood Advisors, LLC | 6,557 | $30.1 萬 | 0.16% | −52−0.8% | 減碼 |
| Wedbush Securities Inc | 6,568 | $30.2 萬 | 0.01% | −1,148−14.9% | 減碼 |
| Sage Investment Counsel LLC | 6,570 | $30.2 萬 | 0.34% | −444−6.3% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 6,572 | $30.2 萬 | 0.04% | +389+6.3% | 加碼 |
| Tompkins Financial Corp | 6,616 | $30.4 萬 | 0.02% | −309−4.5% | 減碼 |
| ARS Wealth Advisors Group, LLC | 6,668 | $30.7 萬 | 0.03% | +222+3.4% | 加碼 |
| Haverford Trust Co | 6,689 | $30.7 萬 | 0.00% | −3,237−32.6% | 減碼 |
| PDS Planning, Inc | 6,692 | $30.8 萬 | 0.02% | +95+1.4% | 加碼 |
| 111 Capital | 6,729 | $30.9 萬 | 0.08% | +6,729 | 新進 |
| Kovack Advisors, Inc. | 6,648 | $31.0 萬 | 0.02% | +717+12.1% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 6,737 | $31.0 萬 | 0.20% | −114−1.7% | 減碼 |
| PCB Capital LLC | 6,744 | $31.0 萬 | 0.49% | +198+3.0% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 6,753 | $31.0 萬 | 0.06% | −97−1.4% | 減碼 |
| CVA Family Office, LLC | 6,788 | $31.2 萬 | 0.03% | +383+6.0% | 加碼 |
| Broyhill Asset Management | 6,800 | $31.3 萬 | 0.31% | −1,680−19.8% | 減碼 |
| Waldron Private Wealth LLC | 6,805 | $31.3 萬 | 0.01% | +1,344+24.6% | 加碼 |
| Meridian Financial Partners LLC | 6,567 | $31.4 萬 | 0.12% | −45−0.7% | 減碼 |
| Fonville Wealth Management LLC | 6,843 | $31.5 萬 | 0.06% | −17−0.2% | 減碼 |
| L2 Asset Management, LLC | 6,850 | $31.5 萬 | 0.03% | +388+6.0% | 加碼 |
| Kathmere Capital Management, LLC | 6,857 | $31.5 萬 | 0.02% | −2,457−26.4% | 減碼 |
| Blue Rock Wealth Management LLC | 6,900 | $31.7 萬 | 0.20% | 00.0% | 不變 |
| Waddell & Associates, LLC | 6,923 | $31.8 萬 | 0.02% | −510−6.9% | 減碼 |
| Exchange Traded Concepts, LLC | 6,942 | $31.9 萬 | 0.00% | +1,444+26.3% | 加碼 |
| IFS Group,LLC | 7,004 | $32.2 萬 | 0.29% | +7,004 | 新進 |
| ForthRight Wealth Management, LLC | 7,037 | $32.3 萬 | 0.09% | +30.0% | 加碼 |
| Two Sigma Securities, LLC | 7,037 | $32.3 萬 | 0.04% | +7,037 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 7,109 | $32.7 萬 | 0.01% | +569+8.7% | 加碼 |
| Larry Mathis Financial Planning, LLC | 7,115 | $32.7 萬 | 0.29% | −174−2.4% | 減碼 |
| McAdam, LLC | 7,120 | $32.7 萬 | 0.01% | +1,999+39.0% | 加碼 |
| FDx Advisors, Inc. | 7,146 | $32.9 萬 | 0.11% | +7,146 | 新進 |
| Storgate, LLC | 7,163 | $32.9 萬 | 0.26% | +100+1.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,165 | $32.9 萬 | 0.01% | −681−8.7% | 減碼 |
| Wynn Capital, LLC | 7,166 | $32.9 萬 | 0.17% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 7,199 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Krilogy Financial LLC | 6,698 | $33.1 萬 | 0.01% | −1,391−17.2% | 減碼 |
| Arlington Trust Co LLC | 7,216 | $33.2 萬 | 0.03% | +238+3.4% | 加碼 |
| Silverlake Wealth Management LLC | 7,246 | $33.3 萬 | 0.07% | +133+1.9% | 加碼 |
| Caldwell Trust Co | 7,283 | $33.5 萬 | 0.03% | +457+6.7% | 加碼 |
| Facet Wealth, Inc. | 7,353 | $33.8 萬 | 0.01% | −408−5.3% | 減碼 |
| One Wealth Advisors, LLC | 7,377 | $33.9 萬 | 0.04% | +7,377 | 新進 |