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Pallas Capital Advisors’s Truist Financial TFC Stock Holding History

Pallas Capital Advisors’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 		$601K Buy
12,065
+1,184
+11% +$58.2K 0.02% 509
2026
Q1 		$500K Buy
10,881
+641
+6% +$31.7K 0.02% 508
2025
Q4 		$504K Buy
10,240
+161
+2% +$7.42K 0.02% 531
2025
Q3 		$461K Buy
10,079
+1,598
+19% +$72K 0.02% 539
2025
Q2 		$365K Sell
8,481
-2,375
-22% -$92.9K 0.01% 593
2025
Q1 		$447K Buy
10,856
+1,695
+19% +$75.5K 0.02% 500
2024
Q4 		$397K Buy
9,161
+22
+0.2% +$982 0.02% 418
2024
Q3 		$397K Buy
+9,139
New +$386K 0.02% 404

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's TFC Position: Q2 2026 in Review

Pallas Capital Advisors increased its Truist Financial (TFC) stake by 11% in Q2 2026, buying an estimated $58.2K and bringing the position to 12,065 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #509.

Pallas Capital Advisors first reported a position in TFC in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Pallas Capital Advisors held 12,065 shares of Truist Financial worth $601K as of Q2 2026.
  • Pallas Capital Advisors bought 1,184 Truist Financial shares in Q2 2026, an estimated $58.2K.
  • Truist Financial made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #509 holding.
  • Pallas Capital Advisors first reported a position in Truist Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.