Position in HAPN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$242,580
+$234,247 QoQ
Shares Held
16,940
+3750.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $103,557,803 across 37 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
|
249,200 | $9,711,324 | |
| 2 | OFG |
Ofg Bancorp
|
187,600 | $9,205,532 | |
| 3 | RBB |
RBB Bancorp
|
327,169 | $8,969,338 | |
| 4 | CARE |
Carter Bankshares, Inc.
|
263,657 | $8,966,974 | |
| 5 | TMP |
Tompkins Financial Corp
|
94,400 | $8,922,688 | |
| 6 | UMBF |
Umb Financial Corp
|
51,060 | $7,289,325 | |
| 7 | BWFG |
Bankwell Financial Group, Inc.
|
111,000 | $6,521,250 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
91,671 | $5,790,857 |
All Filings in HAPN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,580 | 16,940 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,333 | 440 | Shares | Sole | 2026-02-10 | |
| 2022-12-31 | $2,152,480 | 244,600 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,521,635 | 318,700 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,148,781 | 354,900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,684,630 | 233,500 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,452,590 | 225,500 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,410,784 | 191,600 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||