Position in CFFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$405,360
+$36,065 QoQ
Shares Held
5,067
+0.1% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 79 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $449,002,199 across 124 Banks - Regional names. CFFI ranks #85 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp De
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in CFFI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,360 | 5,067 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $369,295 | 5,063 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $384,436 | 5,296 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $376,992 | 5,610 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $345,934 | 5,604 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $377,249 | 5,598 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $398,501 | 5,593 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $348,991 | 5,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,946 | 5,974 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $292,334 | 5,966 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $454,213 | 6,661 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $356,654 | 6,654 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $356,997 | 6,648 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $343,406 | 6,641 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $386,621 | 6,635 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $354,651 | 6,629 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $304,459 | 6,623 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $333,902 | 6,608 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $337,495 | 6,593 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $349,410 | 6,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $334,815 | 6,565 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $290,099 | 6,550 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $242,402 | 6,532 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $215,759 | 6,489 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $258,232 | 6,472 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||