Truist Financial
BTSG icon

Truist Financial’s BrightSpring Health Services BTSG Stock Holding History

Truist Financial’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$777K Buy
11,138
+936
+9% +$52K ﹤0.01% 1924
2026
Q1 		$435K Buy
10,202
+2,018
+25% +$81.3K ﹤0.01% 2148
2025
Q4 		$306K Buy
+8,184
New +$274K ﹤0.01% 2314

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truist Financial's BTSG Position: Q2 2026 in Review

Truist Financial increased its BrightSpring Health Services (BTSG) stake by 9.2% in Q2 2026, buying an estimated $52K and bringing the position to 11,138 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Truist Financial first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Truist Financial held 11,138 shares of BrightSpring Health Services worth $777K as of Q2 2026.
  • Truist Financial bought 936 BrightSpring Health Services shares in Q2 2026, an estimated $52K.
  • BrightSpring Health Services made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1924 holding.
  • Truist Financial first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.