Position in HWC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,806,297
+$857,628 QoQ
Shares Held
104,474
-4.4% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#81
of 393 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $696,317,618 across 22 Banks - Regional names. HWC ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
1,456,569 | $61,627,433 | |
| 2 | TRST |
Trustco Bank Corp N Y
|
1,101,023 | $60,457,172 | |
| 3 | WAFD |
Wafd Inc
|
1,558,139 | $59,785,793 | |
| 4 | UMBF |
Umb Financial Corp
|
339,475 | $48,463,450 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,188,704 | $48,320,816 | |
| 6 | PFS |
Provident Financial Services Inc
|
1,871,847 | $44,250,462 | |
| 7 | WBS |
Webster Financial Corp
|
576,094 | $44,025,102 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
1,289,296 | $41,321,936 |
All Filings in HWC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,806,297 | 104,474 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,948,669 | 109,273 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,697,544 | 105,175 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $6,603,789 | 105,475 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,057,135 | 105,525 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $229,392 | 6,302 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||