Position in FFIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$240,054
+$36,908 QoQ
Shares Held
6,938
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#235
of 350 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. FFIN ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp \De\
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,358 | $355,133 |
All Filings in FFIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,054 | 6,938 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $203,146 | 6,898 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $237,468 | 7,057 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $218,434 | 6,071 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $212,897 | 5,927 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $218,426 | 6,059 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $227,981 | 6,160 | Shares | Defined | 2024-11-04 | |
| 2022-09-30 | $208,606 | 4,987 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $216,232 | 4,901 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $282,619 | 5,559 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $257,871 | 5,612 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $267,905 | 5,453 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $263,510 | 5,639 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $216,839 | 5,995 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $208,759 | 7,226 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $282,866 | 10,539 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||