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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BTG Pactual Asset Management US's TFC Position: Q1 2026 in Review

BTG Pactual Asset Management US opened a new position in Truist Financial (TFC) in Q1 2026: 5,268 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: BTG Pactual Asset Management US previously reported a position in TFC as recently as Q3 2025.

BTG Pactual Asset Management US first reported a position in TFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $587K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • BTG Pactual Asset Management US held 5,268 shares of Truist Financial worth $242K as of Q1 2026.
  • Truist Financial was a new BTG Pactual Asset Management US position in Q1 2026.
  • Truist Financial made up 0.02% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #263 holding.
  • BTG Pactual Asset Management US first reported a position in Truist Financial in Q3 2025 and has held it in 2 quarters since.
  • BTG Pactual Asset Management US's Truist Financial position peaked at $587K in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.