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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 9,554 | $43.9 萬 | 0.02% | −977−9.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 9,560 | $43.9 萬 | 0.07% | +4,460+87.5% | 加碼 |
| Vaughan David Investments LLC | 9,572 | $44.0 萬 | 0.01% | −1,374−12.6% | 減碼 |
| Brady Family Wealth, LLC | 9,581 | $44.0 萬 | 0.14% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 9,631 | $44.3 萬 | 0.08% | −782−7.5% | 減碼 |
| Nwam LLC | 9,640 | $44.3 萬 | 0.03% | +1,680+21.1% | 加碼 |
| Fisher Asset Management, LLC | 9,646 | $44.3 萬 | 0.00% | −5,860−37.8% | 減碼 |
| Wealth Science Advisors LLC | 9,015 | $44.4 萬 | 0.25% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 9,290 | $44.6 萬 | 0.34% | −577−5.8% | 減碼 |
| Abacus Planning Group, Inc. | 9,735 | $44.8 萬 | 0.06% | +1,833+23.2% | 加碼 |
| Stonebridge Financial Group, LLC | 9,738 | $44.8 萬 | 0.04% | −114−1.2% | 減碼 |
| Hardy Reed LLC | 9,744 | $44.8 萬 | 0.03% | −293−2.9% | 減碼 |
| RFP Financial Group LLC | 9,760 | $44.9 萬 | 0.24% | −63−0.6% | 減碼 |
| Southeast Asset Advisors Inc. | 9,765 | $44.9 萬 | 0.05% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $44.9 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 9,798 | $45.0 萬 | 0.13% | −2,166−18.1% | 減碼 |
| Chancellor Financial Group WB LP | 9,896 | $45.5 萬 | 0.33% | +150+1.5% | 加碼 |
| Cape Investment Advisory, Inc. | 9,932 | $45.7 萬 | 0.15% | +3,817+62.4% | 加碼 |
| Valmark Advisers, Inc. | 9,946 | $45.7 萬 | 0.01% | −91−0.9% | 減碼 |
| New Hampshire Trust | 9,951 | $45.7 萬 | 0.09% | +362+3.8% | 加碼 |
| Wilkins Investment Counsel Inc | 9,975 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 9,353 | $45.9 萬 | 0.01% | −2,821−23.2% | 減碼 |
| American Assets Inc | 10,000 | $46.0 萬 | 0.15% | 00.0% | 不變 |
| Taylor Hoffman Capital Management LLC | 10,007 | $46.0 萬 | 0.14% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 10,017 | $46.0 萬 | 0.01% | −361−3.5% | 減碼 |
| Greenspring Advisors, LLC | 10,046 | $46.2 萬 | 0.03% | −723−6.7% | 減碼 |
| Avalon Trust Co | 10,070 | $46.3 萬 | 0.03% | +1,295+14.8% | 加碼 |
| Stoneridge Investment Partners LLC | 10,080 | $46.3 萬 | 0.33% | +10,080 | 新進 |
| Wright Investors Service Inc | 10,112 | $46.5 萬 | 0.15% | +57+0.6% | 加碼 |
| Mason & Associates, LLC | 10,142 | $46.6 萬 | 0.11% | 00.0% | 不變 |
| Financial Management Network Inc | 9,250 | $46.8 萬 | 0.07% | +76+0.8% | 加碼 |
| Tower Bridge Advisors | 10,190 | $46.8 萬 | 0.05% | +2,370+30.3% | 加碼 |
| Pine Harbor Wealth Management, LLC | 10,208 | $46.9 萬 | 0.14% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 10,368 | $47.0 萬 | 0.06% | −475−4.4% | 減碼 |
| Centaurus Financial, Inc. | 10,255 | $47.1 萬 | 0.02% | +439+4.5% | 加碼 |
| Successful Portfolios LLC | 10,285 | $47.1 萬 | 0.26% | +21+0.2% | 加碼 |
| BSW Wealth Partners | 10,257 | $47.2 萬 | 0.06% | +663+6.9% | 加碼 |
| Diamant Asset Management, Inc. | 472,388 | $47.2 萬 | 0.34% | +442,267+1,468.3% | 加碼 |
| EntryPoint Capital, LLC | 10,318 | $47.4 萬 | 0.14% | 00.0% | 不變 |
| Keystone Financial Group | 10,459 | $48.1 萬 | 0.03% | +1,996+23.6% | 加碼 |
| Keudell/Morrison Wealth Management | 10,488 | $48.2 萬 | 0.10% | −275−2.6% | 減碼 |
| First County Bank | 10,509 | $48.3 萬 | 0.26% | −4,086−28.0% | 減碼 |
| Chicago Partners Investment Group LLC | 9,485 | $48.3 萬 | 0.01% | +1,090+13.0% | 加碼 |
| Fiduciary Group LLC | 10,585 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Sowell Financial Services LLC | 10,618 | $48.8 萬 | 0.02% | −1,013−8.7% | 減碼 |
| Twinbeech Capital LP | 10,628 | $48.9 萬 | 0.05% | +2,492+30.6% | 加碼 |
| Retirement Planning Group | 10,653 | $49.0 萬 | 0.02% | +295+2.8% | 加碼 |
| Kennebec Savings Bank | 10,701 | $49.2 萬 | 0.44% | −62−0.6% | 減碼 |
| Evercore Wealth Management, LLC | 10,723 | $49.3 萬 | 0.01% | −1,155−9.7% | 減碼 |
| Whittier Trust Co | 10,349 | $49.3 萬 | 0.01% | −8−0.1% | 減碼 |
| Wall Street Access Asset Management, LLC | 63,415 | $49.7 萬 | 0.13% | +56,139+771.6% | 加碼 |
| Chicago Trust Co NA | 10,856 | $49.9 萬 | 0.08% | +453+4.4% | 加碼 |
| Cypress Wealth Services, LLC | 10,880 | $50.0 萬 | 0.07% | −854−7.3% | 減碼 |
| Pallas Capital Advisors LLC | 10,881 | $50.0 萬 | 0.02% | +641+6.3% | 加碼 |
| NBC Securities, Inc. | 10,914 | $50.2 萬 | 0.04% | +196+1.8% | 加碼 |
| Driehaus Capital Management LLC | 10,943 | $50.3 萬 | 0.00% | −2,475−18.4% | 減碼 |
| Howe & Rusling Inc | 11,011 | $50.6 萬 | 0.03% | −169−1.5% | 減碼 |
| Dover Advisors, LLC | 11,028 | $50.7 萬 | 0.21% | −9,930−47.4% | 減碼 |
| Change Path, LLC | 11,046 | $50.8 萬 | 0.01% | −2,856−20.5% | 減碼 |
| Congress Asset Management Co | 11,066 | $50.9 萬 | 0.00% | −5,158−31.8% | 減碼 |
| Gratus Wealth Advisors, LLC | 11,082 | $50.9 萬 | 0.07% | +122+1.1% | 加碼 |
| Longfellow Investment Management Co LLC | 11,083 | $50.9 萬 | 0.11% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 10,359 | $51.0 萬 | 0.05% | +50+0.5% | 加碼 |
| Boston Private Wealth LLC | 11,095 | $51.0 萬 | 0.03% | −1,640−12.9% | 減碼 |
| SLT Holdings LLC | 11,172 | $51.4 萬 | 0.36% | +58+0.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,241 | $51.7 萬 | 0.24% | −57−0.5% | 減碼 |
| Mirabella Financial Services LLP | 11,304 | $52.0 萬 | 0.05% | +11,304 | 新進 |
| Austin Asset Management Co Inc | 11,309 | $52.0 萬 | 0.09% | +11,309 | 新進 |
| Revisor Wealth Management LLC | 11,310 | $52.0 萬 | 0.14% | −850−7.0% | 減碼 |
| Lighthouse Financial Services Inc | 10,503 | $52.0 萬 | 0.12% | −3,586−25.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,321 | $52.0 萬 | 0.02% | −128−1.1% | 減碼 |
| Foster & Motley Inc | 11,415 | $52.5 萬 | 0.03% | −428−3.6% | 減碼 |
| Churchill Financial Advisors, LLC | 11,503 | $52.9 萬 | 0.11% | −1,008−8.1% | 減碼 |
| Checchi Capital Advisers, LLC | 11,505 | $52.9 萬 | 0.04% | +1,809+18.7% | 加碼 |
| Journey Strategic Wealth LLC | 11,511 | $52.9 萬 | 0.01% | +2,891+33.5% | 加碼 |
| Eads & Heald Wealth Management | 11,530 | $53.0 萬 | 0.26% | +261+2.3% | 加碼 |
| Volterra Technologies LP | 11,598 | $53.3 萬 | 0.38% | +11,598 | 新進 |
| Advyzon Investment Management, LLC | 11,622 | $53.4 萬 | 0.05% | −396−3.3% | 減碼 |
| Nalls Sherbakoff Group, LLC | 11,622 | $53.4 萬 | 0.39% | 00.0% | 不變 |
| First Financial Group Corp | 11,641 | $53.5 萬 | 0.44% | −304−2.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,650 | $53.6 萬 | 0.00% | +641+5.8% | 加碼 |
| Sculati Wealth Management, LLC | 11,659 | $53.6 萬 | 0.20% | 00.0% | 不變 |
| Chemung Canal Trust Co | 11,662 | $53.6 萬 | 0.11% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 11,664 | $53.6 萬 | 0.02% | +875+8.1% | 加碼 |
| First Manhattan Co | 11,665 | $53.6 萬 | 0.00% | +11,665 | 新進 |
| Farmers & Merchants Investments Inc | 11,695 | $53.8 萬 | 0.01% | −165−1.4% | 減碼 |
| BKD Wealth Advisors, LLC | 11,807 | $54.3 萬 | 0.01% | −3,870−24.7% | 減碼 |
| First United Bank Trust | 11,843 | $54.4 萬 | 0.18% | −1,000−7.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 11,858 | $54.5 萬 | 0.01% | −28−0.2% | 減碼 |
| Cigna Investments Inc | 11,879 | $54.6 萬 | 0.08% | −565−4.5% | 減碼 |
| Sterling Capital Management LLC | 11,906 | $54.7 萬 | 0.01% | +69+0.6% | 加碼 |
| Thompson Investment Management, Inc. | 11,976 | $55.1 萬 | 0.07% | 00.0% | 不變 |
| EJF Capital LLC | 11,997 | $55.2 萬 | 0.39% | −811−6.3% | 減碼 |
| Citizens Financial Group Inc | 12,057 | $55.4 萬 | 0.01% | −4,280−26.2% | 減碼 |
| SageView Advisory Group, LLC | 12,065 | $55.5 萬 | 0.02% | −35,382−74.6% | 減碼 |
| Hamilton Capital Partners Inc. | 12,087 | $55.6 萬 | 0.02% | 00.0% | 不變 |
| Rothschild Investment LLC | 12,097 | $55.6 萬 | 0.03% | +477+4.1% | 加碼 |
| Shepherd Financial Partners LLC | 12,118 | $55.7 萬 | 0.05% | +78+0.6% | 加碼 |
| Erste Asset Management GmbH | 12,530 | $55.9 萬 | 0.01% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 12,174 | $56.0 萬 | 0.01% | +1,637+15.5% | 加碼 |