Position in FINW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$233,870
-$21,935 QoQ
Shares Held
16,129
0.0% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 13 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $82,174,146 across 29 Banks - Regional names. FINW ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,622 | $19,850,748 | |
| 2 | USB |
US Bancorp De
|
285,182 | $17,224,992 | |
| 3 | HOMB |
Home Bancshares Inc
|
251,912 | $7,192,087 | |
| 4 | TFC |
Truist Financial Corp
|
127,776 | $6,365,800 | |
| 5 | FHN |
First Horizon Corp
|
246,623 | $6,323,413 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,901 | $6,036,371 | |
| 7 | SFNC |
Simmons First National Corp
|
150,442 | $3,407,511 | |
| 8 | RF |
Regions Financial Corp
|
79,276 | $2,394,135 |
All Filings in FINW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,870 | 16,129 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $255,805 | 16,129 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $289,354 | 16,129 | Shares | Defined | 2026-02-05 | |
| 2022-03-31 | $318,990 | 18,600 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $208,229 | 15,100 | Shares | Defined | 2022-03-07 | |
| No filing history on record for this holder in this stock. | ||||||