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BTG Pactual Asset Management US’s Truist Financial TFC Stock Holding History

BTG Pactual Asset Management US’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Buy
8,364
+3,096
+59% +$152K 0.03% 269
2026
Q1 		$242K Buy
+5,268
New +$260K 0.02% 263
2025
Q4 		– Sell
-12,835
Closed -$587K – 342
2025
Q3 		$587K Buy
+12,835
New +$579K 0.03% 126

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BTG Pactual Asset Management US's TFC Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its Truist Financial (TFC) stake by 59% in Q2 2026, buying an estimated $152K and bringing the position to 8,364 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #269.

BTG Pactual Asset Management US first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $587K in Q3 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • BTG Pactual Asset Management US held 8,364 shares of Truist Financial worth $417K as of Q2 2026.
  • BTG Pactual Asset Management US bought 3,096 Truist Financial shares in Q2 2026, an estimated $152K.
  • Truist Financial made up 0.03% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #269 holding.
  • BTG Pactual Asset Management US first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • BTG Pactual Asset Management US's Truist Financial position peaked at $587K in Q3 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.