Position in EQBK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,584,593
New position
Shares Held
35,681
first reported quarter
Ownership
0.173%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. EQBK ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
263,377 | $13,698,237 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
54,330 | $11,305,529 | |
| 3 | TFC |
Truist Financial Corp
|
131,893 | $6,063,121 | |
| 4 | FITB |
Fifth Third Bancorp
|
126,840 | $5,892,986 | |
| 5 | RF |
Regions Financial Corp
|
114,852 | $2,999,934 | |
| 6 | TRMK |
Trustmark Corp
|
66,317 | $2,794,598 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
37,947 | $2,275,681 | |
| 8 | SSB |
SouthState Bank Corp
|
18,045 | $1,669,523 |
All Filings in EQBK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,584,593 | 35,681 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||