Position in HOPE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$410
+$75 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 258 holders
Holding Since
Sep 2025
4 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, 2026Beaird Harris Wealth Management, LLC holds $349,592 across 17 Banks - Regional names. HOPE ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
585 | $144,038 | |
| 2 | USB |
US Bancorp De
|
1,903 | $114,941 | |
| 3 | LYG |
Lloyds Banking Group plc
|
9,886 | $57,635 | |
| 4 | EWBC |
East West Bancorp Inc
|
73 | $9,423 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
321 | $5,691 | |
| 6 | RF |
Regions Financial Corp
|
124 | $3,744 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52 | $3,643 | |
| 8 | TFC |
Truist Financial Corp
|
63 | $3,138 |
All Filings in HOPE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410 | 30 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $335 | 30 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $328 | 30 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $323 | 30 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||