Truist Financial
HLNE icon

Truist Financial’s Hamilton Lane HLNE Stock Holding History

Truist Financial’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44M Sell
31,011
-3,169
-9% -$282K ﹤0.01% 1272
2026
Q1 		$3.4M Buy
34,180
+7,439
+28% +$913K ﹤0.01% 1035
2025
Q4 		$3.59M Buy
26,741
+1,211
+5% +$152K ﹤0.01% 1000
2025
Q3 		$3.44M Buy
25,530
+785
+3% +$118K ﹤0.01% 1066
2025
Q2 		$3.52M Buy
24,745
+15,357
+164% +$2.32M 0.01% 1019
2025
Q1 		$1.4M Sell
9,388
-482
-5% -$73.5K ﹤0.01% 1382
2024
Q4 		$1.46M Sell
9,870
-1,232
-11% -$220K ﹤0.01% 1381
2024
Q3 		$1.87M Sell
11,102
-1,375
-11% -$199K ﹤0.01% 1263
2024
Q2 		$1.54M Buy
12,477
+790
+7% +$92.4K ﹤0.01% 1398
2024
Q1 		$1.32M Sell
11,687
-3,345
-22% -$378K ﹤0.01% 1481
2023
Q4 		$1.71M Sell
15,032
-9,284
-38% -$878K ﹤0.01% 1342
2023
Q3 		$2.2M Sell
24,316
-944
-4% -$84.1K ﹤0.01% 1188
2023
Q2 		$2.02M Sell
25,260
-3,455
-12% -$248K ﹤0.01% 1264
2023
Q1 		$2.12M Sell
28,715
-3,522
-11% -$260K ﹤0.01% 1200
2022
Q4 		$2.06M Sell
32,237
-1,232
-4% -$81.9K ﹤0.01% 1194
2022
Q3 		$2M Sell
33,469
-13,494
-29% -$954K ﹤0.01% 1172
2022
Q2 		$3.15M Sell
46,963
-1,405
-3% -$96.8K 0.01% 984
2022
Q1 		$3.74M Buy
48,368
+2,925
+6% +$244K 0.01% 998
2021
Q4 		$4.71M Buy
45,443
+11,247
+33% +$1.15M 0.01% 906
2021
Q3 		$2.9M Buy
34,196
+3,699
+12% +$331K ﹤0.01% 1100
2021
Q2 		$2.78M Buy
30,497
+2,309
+8% +$209K ﹤0.01% 1130
2021
Q1 		$2.5M Buy
28,188
+9,745
+53% +$823K ﹤0.01% 1133
2020
Q4 		$1.44M Buy
18,443
+4,131
+29% +$299K ﹤0.01% 1320
2020
Q3 		$925K Buy
14,312
+2,033
+17% +$139K ﹤0.01% 1405
2020
Q2 		$827K Buy
12,279
+1,189
+11% +$74.9K ﹤0.01% 1364
2020
Q1 		$613K Buy
11,090
+1,048
+10% +$65.4K ﹤0.01% 1472
2019
Q4 		$599K Buy
+10,042
New +$580K ﹤0.01% 1733

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Truist Financial's HLNE Position: Q2 2026 in Review

Truist Financial reduced its Hamilton Lane (HLNE) stake by 9.3% in Q2 2026, selling an estimated $282K and leaving 31,011 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Truist Financial first reported a position in HLNE in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.71M in Q4 2021. 109 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Truist Financial held 31,011 shares of Hamilton Lane worth $2.44M as of Q2 2026.
  • Truist Financial sold 3,169 Hamilton Lane shares in Q2 2026, an estimated $282K.
  • Hamilton Lane made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1272 holding.
  • Truist Financial first reported a position in Hamilton Lane in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Hamilton Lane position peaked at $4.71M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

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