Position in HWBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$311,194
-$11,062 QoQ
Shares Held
9,237
-0.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 64 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99.71852333008553.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2814766699144744.ToString("F0")%
Common Shares in HWBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $575,968,336 across 98 Banks - Regional names. HWBK ranks #83 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,080,398 | $224,820,019 | |
| 2 | TFC |
Truist Financial Corp
|
973,960 | $44,772,941 | |
| 3 | USB |
US Bancorp De
|
810,820 | $42,170,748 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,856,528 | $41,048,307 | |
| 5 | FITB |
Fifth Third Bancorp
|
653,831 | $30,376,988 | |
| 6 | KEY |
Keycorp /New/
|
1,139,964 | $22,856,278 | |
| 7 | WAL |
Western Alliance Bancorporation
|
181,937 | $12,890,236 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
201,494 | $12,083,595 |
All Filings in HWBK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,194 | 9,237 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,256 | 9,239 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $285,878 | 9,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,350 | 9,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $259,970 | 9,209 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $261,075 | 9,209 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $230,501 | 9,209 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||