Position in HAPN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$42,807
+$14,611 QoQ
Shares Held
2,064
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 238 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. HAPN ranks #90 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in HAPN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,807 | 2,064 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,196 | 1,969 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $34,281 | 1,810 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $27,007 | 1,778 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,389 | 1,778 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,034 | 2,232 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,472 | 2,191 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,631 | 1,980 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,920 | 2,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,594 | 1,319 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,528 | 1,319 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,832 | 1,448 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,002 | 1,231 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $129 | 18 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,285 | 487 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $232 | 21 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $962 | 61 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||