Position in HOPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,589,545
+$980,591 QoQ
Shares Held
116,195
+113.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 258 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. HOPE ranks #119 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in HOPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,589,545 | 116,195 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $608,954 | 54,517 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,551,803 | 141,588 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,042,739 | 96,819 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $828,258 | 77,191 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $760,582 | 72,644 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $892,363 | 72,609 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $733,226 | 58,378 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $596,294 | 55,521 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $527,974 | 45,871 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $503,964 | 41,719 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $306,305 | 34,611 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $480,965 | 57,122 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $428,621 | 43,648 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $343,216 | 26,793 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $474,024 | 37,502 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $496,923 | 35,905 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,065,361 | 128,443 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,167,059 | 147,319 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,638,980 | 113,503 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,603,076 | 113,052 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,407,520 | 226,263 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,616,837 | 331,516 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,778,021 | 366,011 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,278,325 | 355,567 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,076,320 | 252,594 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||