Position in AVAL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$44,000
-$4,600 QoQ
Shares Held
10,000
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HBK Sorce Advisory LLC holds $25,907,160 across 23 Banks - Regional names. AVAL ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
23,727 | $4,904,845 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,902 | $4,557,587 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
55,947 | $3,223,666 | |
| 4 | USB |
US Bancorp De
|
50,359 | $2,619,171 | |
| 5 | FITB |
Fifth Third Bancorp
|
36,484 | $1,695,046 | |
| 6 | LSBK |
Lake Shore Bancorp, Inc. /MD/
|
88,078 | $1,337,024 | |
| 7 | SSB |
SouthState Bank Corp
|
13,004 | $1,203,130 | |
| 8 | THFF |
First Financial Corp /In/
|
18,472 | $1,167,430 |
All Filings in AVAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,000 | 10,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $48,600 | 12,000 | Shares | Sole | 2026-02-09 | |
| 2022-12-31 | $75,900 | 30,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,900 | 15,000 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $104,040 | 18,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||