Position in HOPE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,940
-$37,904 QoQ
Shares Held
946
-79.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 260 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOPE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. HOPE ranks #135 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp De
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in HOPE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,940 | 946 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $50,844 | 4,552 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $53,154 | 4,850 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $53,062 | 4,927 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $53,926 | 5,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,468 | 1,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,814 | 1,775 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,460 | 2,266 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,336 | 2,266 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,081 | 2,266 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $27,373 | 2,266 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,071 | 2,155 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,145 | 2,155 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,320 | 1,051 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,820 | 1,235 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,874 | 1,968 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $20,787 | 1,502 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,151 | 1,502 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $22,094 | 1,502 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||