Position in HOPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,302
+$80,211 QoQ
Shares Held
18,224
+20.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in HOPE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. HOPE ranks #98 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in HOPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,302 | 18,224 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $169,091 | 15,138 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $150,041 | 13,690 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $153,363 | 14,240 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $269,010 | 25,071 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $244,725 | 23,374 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $229,760 | 18,695 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $225,538 | 17,957 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $263,997 | 24,581 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $199,938 | 17,371 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $228,274 | 18,897 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $167,476 | 18,924 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $255,857 | 30,387 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $249,141 | 25,371 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $276,669 | 21,598 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $268,448 | 21,238 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $318,360 | 23,003 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,136,822 | 70,698 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $661,287 | 44,955 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $775,960 | 53,737 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $758,925 | 53,521 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $645,273 | 42,847 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $518,177 | 47,496 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $184,609 | 24,323 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $284,038 | 30,807 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $93,468 | 11,371 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||