TFC 机构持仓
Truist Financial · SEC 13F
数据截至 2026Q1 · SEC EDGAR 13F
季度变化
2025Q4 → 2026Q1
↑ 新进机构 (2)
PNC FINANCIAL SERVICES GROUP, INC. $30,247
Phillip James Consulting Co. $1,000
↑ 增持 (2)
First Command Advisory Services, Inc. +1112.5%
Legato Capital Management LLC +55.9%
↓ 减持 (5)
KELLEHER FINANCIAL ADVISORS -99.1%
SVB WEALTH LLC -18.6%
VAUGHAN DAVID INVESTMENTS LLC/IL -18.4%
Ancora Advisors LLC -13.1%
DEAN INVESTMENT ASSOCIATES, LLC -11.9%
↓ 退出机构 (5)
VANGUARD GROUP INC $5.9B
Capital International Investors $5.3B
BlackRock, Inc. $4.8B
BANK OF AMERICA CORP /DE/ $3.6B
STATE STREET CORP $2.9B
完整持仓明细（前 100）
| 排名 | 机构 | 持股数 | 市值 |
|---|---|---|---|
| 1 | Legato Capital Management LLC | 79K | $4M |
| 2 | DEAN INVESTMENT ASSOCIATES, LLC | 68K | $3M |
| 3 | BAHL & GAYNOR INC | 17K | $798,085 |
| 4 | FRANKLIN STREET ADVISORS INC /NC | 16K | $747,564 |
| 5 | Pinnacle Holdings, LLC | 14K | $621,514 |
| 6 | THOMPSON INVESTMENT MANAGEMENT, INC. | 12K | $550,537 |
| 7 | EADS & HEALD WEALTH MANAGEMENT | 12K | $530,034 |
| 8 | WHALEROCK POINT PARTNERS, LLC | 26K | $526,592 |
| 9 | SVB WEALTH LLC | 11K | $510,057 |
| 10 | Curbstone Financial Management Corp | 10K | $438,830 |
| 11 | Ethos Financial Group, LLC | 21K | $380,204 |
| 12 | Councilmark Asset Management, LLC | 6K | $282,348 |
| 13 | Sandhill Capital Partners LLC | 5K | $221,483 |
| 14 | Ancora Advisors LLC | 936 | $43,028 |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 2K | $30,247 |
| 16 | First Command Advisory Services, Inc. | 1K | $20,285 |
| 17 | KELLEHER FINANCIAL ADVISORS | 235 | $4,371 |
| 18 | Phillip James Consulting Co. | 26 | $1,000 |
| 19 | VAUGHAN DAVID INVESTMENTS LLC/IL | 10K | $440 |
数据来源：SEC EDGAR Form 13F · 更新于 2026-07-09