Position in HTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$563,956
+$221,136 QoQ
Shares Held
11,304
+40.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 172 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. HTB ranks #180 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp De
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in HTB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,956 | 11,304 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $342,820 | 8,038 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $414,371 | 9,650 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $395,071 | 9,650 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $537,843 | 14,377 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $450,267 | 13,135 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $442,386 | 13,135 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $538,361 | 15,797 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $474,383 | 15,797 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $437,357 | 15,997 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $425,255 | 15,797 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $294,299 | 13,581 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $289,075 | 13,838 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $347,628 | 14,137 | Shares | Defined | 2023-05-22 | |
| 2021-09-30 | $298,937 | 10,684 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $298,083 | 10,684 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $387,870 | 15,929 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $508,084 | 26,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $346,465 | 25,513 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $406,544 | 25,409 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $504,711 | 31,703 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||