Position in HAPN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,119
+$346 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 238 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hughes Financial Services, LLC holds $1,373,173 across 85 Banks - Regional names. HAPN ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
25,247 | $610,724 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,060 | $260,993 | |
| 3 | MNSB |
MainStreet Bancshares, Inc.
|
5,440 | $134,313 | |
| 4 | TFC |
Truist Financial Corp
|
2,358 | $117,475 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
1,738 | $79,652 | |
| 6 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,332 | $54,145 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
200 | $15,820 | |
| 8 | MTB |
M&T Bank Corp
|
49 | $11,662 |
All Filings in HAPN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119 | 54 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $773 | 54 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,022 | 54 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $820 | 54 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $649 | 54 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||