Position in HAPN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,190,328
+$5,285,688 QoQ
Shares Held
635,985
+15.2% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#34
of 245 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. HAPN ranks #1 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
This page
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | 95,512 | $7,299,027 | |||
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in HAPN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,190,328 | 635,985 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,904,640 | 552,000 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||