J. Safra Asset Management’s BBB Foods TBBB Stock Holding History

J. Safra Asset Management’s Portfolio TBBB Stock Details TBBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$685K	Sell	16,429 -8,705	-35%	-$332K	0.03%	149
2026 Q1	$889K	Buy	25,134 +3,163	+14%	+$111K	0.05%	113
2025 Q4	$734K	Buy	21,971 +9,530	+77%	+$285K	0.04%	129
2025 Q3	$335K	Buy	12,441 +423	+4%	+$11K	0.02%	141
2025 Q2	$334K	Buy	12,018 +1,093	+10%	+$30.8K	0.02%	122
2025 Q1	$291K	Buy	10,925 +661	+6%	+$18.4K	0.02%	109
2024 Q4	$293K	Buy	10,264 +6,895	+205%	+$215K	0.02%	95
2024 Q3	$101K	Hold	3,369	–	–	0.01%	113
2024 Q2	$80.4K	Buy	3,369 +2,039	+153%	+$47.7K	0.01%	110
2024 Q1	$31.6K	Buy	+1,330	New	+$28.5K	﹤0.01%	109

Other funds holding TBBB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

J. Safra Asset Management's TBBB Position: Q2 2026 in Review

J. Safra Asset Management reduced its BBB Foods (TBBB) stake by 35% in Q2 2026, selling an estimated $332K and leaving 16,429 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #149.

J. Safra Asset Management first reported a position in TBBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $889K in Q1 2026. 164 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

J. Safra Asset Management held 16,429 shares of BBB Foods worth $685K as of Q2 2026.
J. Safra Asset Management sold 8,705 BBB Foods shares in Q2 2026, an estimated $332K.
BBB Foods made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #149 holding.
J. Safra Asset Management first reported a position in BBB Foods in Q1 2024 and has held it in 10 quarters since.
J. Safra Asset Management's BBB Foods position peaked at $889K in Q1 2026.
164 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.