PCA
TFC icon

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
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 $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

Pallas Capital Advisors's TFC Position: Q1 2026 in Review

Pallas Capital Advisors increased its Truist Financial (TFC) stake by 6.3% in Q1 2026, buying an estimated $31.7K and bringing the position to 10,881 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #508.

Pallas Capital Advisors first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Pallas Capital Advisors held 10,881 shares of Truist Financial worth $500K as of Q1 2026.
  • Pallas Capital Advisors bought 641 Truist Financial shares in Q1 2026, an estimated $31.7K.
  • Truist Financial made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #508 holding.
  • Pallas Capital Advisors first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • Pallas Capital Advisors's Truist Financial position peaked at $504K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.