Truist Financial
HCI icon

Truist Financial’s HCI Group HCI Stock Holding History

Truist Financial’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Buy
2,515
+419
+20% +$66K ﹤0.01% 2282
2026
Q1 		$324K Buy
2,096
+482
+30% +$78.9K ﹤0.01% 2343
2025
Q4 		$309K Buy
+1,614
New +$304K ﹤0.01% 2308
2024
Q3 		– Sell
-3,230
Closed -$298K – 2594
2024
Q2 		$298K Buy
+3,230
New +$337K ﹤0.01% 2294
2022
Q1 		– Sell
-2,748
Closed -$230K – 2743
2021
Q4 		$230K Sell
2,748
-13
-0.5% -$1.52K ﹤0.01% 2516
2021
Q3 		$306K Sell
2,761
-175
-6% -$18.3K ﹤0.01% 2345
2021
Q2 		$292K Buy
+2,936
New +$238K ﹤0.01% 2385

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Truist Financial's HCI Position: Q2 2026 in Review

Truist Financial increased its HCI Group (HCI) stake by 20% in Q2 2026, buying an estimated $66K and bringing the position to 2,515 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Truist Financial first reported a position in HCI in Q2 2021 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Truist Financial held 2,515 shares of HCI Group worth $441K as of Q2 2026.
  • Truist Financial bought 419 HCI Group shares in Q2 2026, an estimated $66K.
  • HCI Group made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2282 holding.
  • Truist Financial first reported a position in HCI Group in Q2 2021 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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