Hotchkis & Wiley Capital Management
TFC icon

Hotchkis & Wiley Capital Management’s Truist Financial TFC Stock Holding History

Hotchkis & Wiley Capital Management’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 		$369M Sell
7,413,799
-123,230
-2% -$6.06M 1.08% 29
2026
Q1 		$346M Buy
7,537,029
+693,680
+10% +$34.3M 1.07% 28
2025
Q4 		$337M Buy
6,843,349
+2,025,770
+42% +$93.3M 1.01% 32
2025
Q3 		$220M Sell
4,817,579
-74,210
-2% -$3.35M 0.68% 46
2025
Q2 		$210M Buy
4,891,789
+548,970
+13% +$21.5M 0.68% 47
2025
Q1 		$179M Buy
4,342,819
+368,145
+9% +$16.4M 0.6% 53
2024
Q4 		$172M Sell
3,974,674
-35,571
-0.9% -$1.59M 0.57% 51
2024
Q3 		$172M Sell
4,010,245
-547,460
-12% -$23.1M 0.57% 49
2024
Q2 		$177M Buy
+4,557,705
New +$172M 0.62% 46
2015
Q2 		– Sell
-11,700
Closed -$456K – 198
2015
Q1 		$456K Hold
11,700
– – ﹤0.01% 182
2014
Q4 		$455K Hold
11,700
– – ﹤0.01% 183
2014
Q3 		$435K Sell
11,700
-1,070,868
-99% -$40.4M ﹤0.01% 184
2014
Q2 		$42.7M Sell
1,082,568
-15,900
-1% -$610K 0.15% 117
2014
Q1 		$44.1M Sell
1,098,468
-7,700
-0.7% -$295K 0.16% 106
2013
Q4 		$41.3M Sell
1,106,168
-54,934
-5% -$1.9M 0.18% 105
2013
Q3 		$39.2M Sell
1,161,102
-22,700
-2% -$793K 0.18% 92
2013
Q2 		$40.1M Buy
+1,183,802
New +$37.8M 0.2% 94

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 $3.37T AUM 44.26% 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

Hotchkis & Wiley Capital Management's TFC Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Truist Financial (TFC) stake by 1.6% in Q2 2026, selling an estimated $6.06M and leaving 7,413,799 shares worth $369M. The position accounts for 1.08% of the portfolio, ranked #29.

Hotchkis & Wiley Capital Management first reported a position in TFC in Q2 2013 and has held it in 17 quarters since. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 7,413,799 shares of Truist Financial worth $369M as of Q2 2026.
  • Hotchkis & Wiley Capital Management sold 123,230 Truist Financial shares in Q2 2026, an estimated $6.06M.
  • Truist Financial made up 1.08% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #29 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 17 quarters since.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.