Position in HAPN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$345,320
-$21,056 QoQ
Shares Held
16,650
-34.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#149
of 238 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $292,642,444 across 29 Banks - Regional names. HAPN ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in HAPN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,320 | 16,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,376 | 25,585 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $540,755 | 28,551 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $337,733 | 22,234 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $124,738 | 10,369 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||