Position in HOPE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$869,541
+$159,543 QoQ
Shares Held
63,563
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#86
of 258 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOPE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SummerHaven Investment Management, LLC holds $35,236,959 across 38 Banks - Regional names. HOPE ranks #23 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRAF |
Franklin Financial Services Corp /Pa/
|
19,624 | $1,228,462 | |
| 2 | FSBC |
Five Star Bancorp
|
25,138 | $1,223,969 | |
| 3 | TRST |
Trustco Bank Corp N Y
|
21,594 | $1,185,726 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
24,893 | $1,178,185 | |
| 5 | AROW |
Arrow Financial Corp
|
27,574 | $1,130,258 | |
| 6 | RRBI |
Red River Bancshares Inc
|
11,973 | $1,092,895 | |
| 7 | MRBK |
Meridian Corp
|
54,421 | $1,090,052 | |
| 8 | AMAL |
Amalgamated Financial Corp.
|
22,799 | $1,046,474 |
All Filings in HOPE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,541 | 63,563 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $709,998 | 63,563 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $801,307 | 73,112 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $787,416 | 73,112 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $797,067 | 74,284 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $762,592 | 72,836 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $880,000 | 71,603 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $899,333 | 71,603 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $912,352 | 84,949 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $960,682 | 83,465 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $998,472 | 82,655 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $723,381 | 81,738 | Shares | Sole | 2023-10-13 | |
| 2021-06-30 | $698,861 | 49,285 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $723,467 | 48,039 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $524,105 | 48,039 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||