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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 10,653 | $49.0 萬 | 0.02% | +295+2.8% | 加碼 |
| Twinbeech Capital LP | 10,628 | $48.9 萬 | 0.05% | +2,492+30.6% | 加碼 |
| Sowell Financial Services LLC | 10,618 | $48.8 萬 | 0.02% | −1,013−8.7% | 減碼 |
| Fiduciary Group LLC | 10,585 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 9,485 | $48.3 萬 | 0.01% | +1,090+13.0% | 加碼 |
| First County Bank | 10,509 | $48.3 萬 | 0.26% | −4,086−28.0% | 減碼 |
| Keudell/Morrison Wealth Management | 10,488 | $48.2 萬 | 0.10% | −275−2.6% | 減碼 |
| Keystone Financial Group | 10,459 | $48.1 萬 | 0.03% | +1,996+23.6% | 加碼 |
| EntryPoint Capital, LLC | 10,318 | $47.4 萬 | 0.14% | 00.0% | 不變 |
| Diamant Asset Management, Inc. | 472,388 | $47.2 萬 | 0.34% | +442,267+1,468.3% | 加碼 |
| BSW Wealth Partners | 10,257 | $47.2 萬 | 0.06% | +663+6.9% | 加碼 |
| Successful Portfolios LLC | 10,285 | $47.1 萬 | 0.26% | +21+0.2% | 加碼 |
| Centaurus Financial, Inc. | 10,255 | $47.1 萬 | 0.02% | +439+4.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,368 | $47.0 萬 | 0.06% | −475−4.4% | 減碼 |
| Pine Harbor Wealth Management, LLC | 10,208 | $46.9 萬 | 0.14% | 00.0% | 不變 |
| Tower Bridge Advisors | 10,190 | $46.8 萬 | 0.05% | +2,370+30.3% | 加碼 |
| Financial Management Network Inc | 9,250 | $46.8 萬 | 0.07% | +76+0.8% | 加碼 |
| Mason & Associates, LLC | 10,142 | $46.6 萬 | 0.11% | 00.0% | 不變 |
| Wright Investors Service Inc | 10,112 | $46.5 萬 | 0.15% | +57+0.6% | 加碼 |
| Stoneridge Investment Partners LLC | 10,080 | $46.3 萬 | 0.33% | +10,080 | 新進 |
| Avalon Trust Co | 10,070 | $46.3 萬 | 0.03% | +1,295+14.8% | 加碼 |
| Greenspring Advisors, LLC | 10,046 | $46.2 萬 | 0.03% | −723−6.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,017 | $46.0 萬 | 0.01% | −361−3.5% | 減碼 |
| Taylor Hoffman Capital Management LLC | 10,007 | $46.0 萬 | 0.14% | 00.0% | 不變 |
| American Assets Inc | 10,000 | $46.0 萬 | 0.15% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 9,353 | $45.9 萬 | 0.01% | −2,821−23.2% | 減碼 |
| Wilkins Investment Counsel Inc | 9,975 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| New Hampshire Trust | 9,951 | $45.7 萬 | 0.09% | +362+3.8% | 加碼 |
| Valmark Advisers, Inc. | 9,946 | $45.7 萬 | 0.01% | −91−0.9% | 減碼 |
| Cape Investment Advisory, Inc. | 9,932 | $45.7 萬 | 0.15% | +3,817+62.4% | 加碼 |
| Chancellor Financial Group WB LP | 9,896 | $45.5 萬 | 0.33% | +150+1.5% | 加碼 |
| Fiduciary Family Office, LLC | 9,798 | $45.0 萬 | 0.13% | −2,166−18.1% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $44.9 萬 | 0.04% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 9,765 | $44.9 萬 | 0.05% | 00.0% | 不變 |
| RFP Financial Group LLC | 9,760 | $44.9 萬 | 0.24% | −63−0.6% | 減碼 |
| Hardy Reed LLC | 9,744 | $44.8 萬 | 0.03% | −293−2.9% | 減碼 |
| Stonebridge Financial Group, LLC | 9,738 | $44.8 萬 | 0.04% | −114−1.2% | 減碼 |
| Abacus Planning Group, Inc. | 9,735 | $44.8 萬 | 0.06% | +1,833+23.2% | 加碼 |
| Phillips Wealth Planners LLC | 9,290 | $44.6 萬 | 0.34% | −577−5.8% | 減碼 |
| Wealth Science Advisors LLC | 9,015 | $44.4 萬 | 0.25% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 9,646 | $44.3 萬 | 0.00% | −5,860−37.8% | 減碼 |
| Nwam LLC | 9,640 | $44.3 萬 | 0.03% | +1,680+21.1% | 加碼 |
| Paradigm Financial Partners, LLC | 9,631 | $44.3 萬 | 0.08% | −782−7.5% | 減碼 |
| Brady Family Wealth, LLC | 9,581 | $44.0 萬 | 0.14% | 00.0% | 不變 |
| Vaughan David Investments LLC | 9,572 | $44.0 萬 | 0.01% | −1,374−12.6% | 減碼 |
| Catalyst Funds Management Pty Ltd | 9,560 | $43.9 萬 | 0.07% | +4,460+87.5% | 加碼 |
| Ameritas Advisory Services, LLC | 9,554 | $43.9 萬 | 0.02% | −977−9.3% | 減碼 |
| Curbstone Financial Management Corp | 9,546 | $43.9 萬 | 0.08% | +182+1.9% | 加碼 |
| Waycross Partners, LLC | 9,525 | $43.8 萬 | 0.04% | 00.0% | 不變 |
| Bingham Private Wealth, LLC | 9,512 | $43.7 萬 | 0.35% | −550−5.5% | 減碼 |
| Aspiriant, LLC | 9,466 | $43.5 萬 | 0.01% | −255−2.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 9,462 | $43.5 萬 | 0.04% | +545+6.1% | 加碼 |
| Castleview Partners, LLC | 9,442 | $43.4 萬 | 0.22% | −407−4.1% | 減碼 |
| Valley National Advisers Inc | 9,461 | $43.4 萬 | 0.06% | −14−0.1% | 減碼 |
| Trust Point Inc. | 9,397 | $43.2 萬 | 0.04% | +4,637+97.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 8,704 | $43.1 萬 | 0.01% | +42+0.5% | 加碼 |
| Biltmore Family Office, LLC | 9,366 | $43.1 萬 | 0.06% | +1,000+12.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 9,359 | $43.0 萬 | 0.05% | +19+0.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 9,300 | $42.8 萬 | 0.01% | −858−8.4% | 減碼 |
| Calamos Wealth Management LLC | 9,245 | $42.5 萬 | 0.01% | −1,489−13.9% | 減碼 |
| Calamos Advisors LLC | 9,245 | $42.5 萬 | 0.00% | +9,245 | 新進 |
| Banco Santander, S.A. | 9,237 | $42.5 萬 | 0.00% | +420+4.8% | 加碼 |
| Clearwave Capital, LLC | 9,235 | $42.5 萬 | 0.29% | +768+9.1% | 加碼 |
| Oslo Pensjonsforsikring AS | 9,216 | $42.4 萬 | 0.07% | +9,216 | 新進 |
| MTM Investment Management, LLC | 9,215 | $42.4 萬 | 0.13% | +13+0.1% | 加碼 |
| Ballew Advisors, Inc | 8,327 | $42.0 萬 | 0.24% | +11+0.1% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 9,124 | $41.9 萬 | 0.00% | +515+6.0% | 加碼 |
| Parthenon LLC | 9,112 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Cypress Capital Group | 9,082 | $41.7 萬 | 0.05% | −145−1.6% | 減碼 |
| Everett Harris & Co | 9,080 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 9,052 | $41.6 萬 | 0.03% | −836−8.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 9,043 | $41.6 萬 | 0.06% | −1,603−15.1% | 減碼 |
| Total Wealth Planning & Management, Inc. | 9,036 | $41.5 萬 | 0.33% | +300+3.4% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 9,017 | $41.5 萬 | 0.06% | +32+0.4% | 加碼 |
| Rede Wealth, LLC | 8,978 | $41.3 萬 | 0.15% | +30.0% | 加碼 |
| Lantz Financial LLC | 8,954 | $41.2 萬 | 0.09% | +318+3.7% | 加碼 |
| Transcend Wealth Collective, LLC | 8,951 | $41.1 萬 | 0.03% | −455−4.8% | 減碼 |
| Norden Group LLC | 8,946 | $41.1 萬 | 0.04% | +492+5.8% | 加碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 8,945 | $41.1 萬 | 0.34% | −30.0% | 減碼 |
| AA Financial Advisors, LLC | 8,923 | $41.0 萬 | 0.06% | −18−0.2% | 減碼 |
| Fiducient Advisors LLC | 8,915 | $41.0 萬 | 0.05% | 00.0% | 不變 |
| Walsky Investment Management, Inc. | 8,901 | $40.9 萬 | 0.42% | 00.0% | 不變 |
| Roxbury Financial LLC | 8,850 | $40.7 萬 | 0.37% | +58+0.7% | 加碼 |
| Strategic Blueprint, LLC | 8,805 | $40.5 萬 | 0.02% | +561+6.8% | 加碼 |
| TIAA Wealth Investment Management LLC | 8,795 | $40.4 萬 | 0.00% | +8,795 | 新進 |
| Gateway Wealth Partners, LLC | 8,773 | $40.3 萬 | 0.02% | +8,773 | 新進 |
| International Private Wealth Advisors LLC | 8,759 | $40.3 萬 | 0.25% | +822+10.4% | 加碼 |
| Almanack Investment Partners, LLC. | 8,755 | $40.2 萬 | 0.07% | +13+0.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 8,774 | $40.2 萬 | 0.05% | +2,410+37.9% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $40.2 萬 | 0.26% | −1,078−11.0% | 減碼 |
| RiverFront Investment Group, LLC | 8,709 | $40.0 萬 | 0.01% | +3,440+65.3% | 加碼 |
| North Star Investment Management Corp. | 8,693 | $40.0 萬 | 0.02% | +60+0.7% | 加碼 |
| SkyView Investment Advisors, LLC | 8,687 | $39.9 萬 | 0.05% | +16+0.2% | 加碼 |
| BankPlus Wealth Management LLC | 8,668 | $39.8 萬 | 0.21% | +128+1.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,662 | $39.8 萬 | 0.11% | −4,461−34.0% | 減碼 |
| IFP Advisors, Inc | 8,639 | $39.7 萬 | 0.01% | +434+5.3% | 加碼 |
| Colonial River Wealth Management, LLC | 8,610 | $39.6 萬 | 0.14% | −512−5.6% | 減碼 |
| Baader Bank INC | 8,585 | $39.5 萬 | 0.04% | +8,585 | 新進 |
| Johnson Investment Counsel Inc | 8,573 | $39.4 萬 | 0.00% | −2,919−25.4% | 減碼 |
| Ellevest, Inc. | 8,562 | $39.4 萬 | 0.05% | −169−1.9% | 減碼 |