Position in HOMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,931,376
-$43,879 QoQ
Shares Held
207,754
-6.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 379 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOMB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. HOMB ranks #29 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in HOMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,931,376 | 207,754 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,975,255 | 221,881 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,954,809 | 214,356 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,798,556 | 204,896 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,907,043 | 207,556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,547,393 | 196,229 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,614,861 | 198,405 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,268,734 | 194,490 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,858,092 | 119,286 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,274,666 | 92,579 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,510,807 | 59,645 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,649,799 | 78,787 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,027,983 | 45,087 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $960,732 | 44,253 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,368,288 | 60,039 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,357,172 | 60,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $897,118 | 43,193 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $988,953 | 43,759 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $692,440 | 28,437 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $434,340 | 18,459 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $462,108 | 18,724 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $506,321 | 18,718 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $386,639 | 19,848 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $329,851 | 21,758 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $332,438 | 21,615 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $276,321 | 23,046 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||