Position in HTBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
33,753
+225.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
550,566 | $28,398,194 | |
| 2 | USB |
US Bancorp \De\
|
107,970 | $6,521,388 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
25,810 | $6,354,938 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,033 | $3,965,769 | |
| 5 | SSB |
SouthState Bank Corp
|
28,572 | $2,854,342 | |
| 6 | FITB |
Fifth Third Bancorp
|
44,896 | $2,530,787 | |
| 7 | RF |
Regions Financial Corp
|
71,456 | $2,157,971 | |
| 8 | TFC |
Truist Financial Corp
|
34,709 | $1,729,202 |
All Filings in HTBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 33,753 | Shares | Sole | 2026-05-15 | |
| 2022-06-30 | — | 10,365 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | — | 10,247 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | — | 12,436 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | — | 12,301 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||