Position in HWC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$269,888
+$40,201 QoQ
Shares Held
3,612
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#264
of 393 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IRONWOOD INVESTMENT MANAGEMENT LLC holds $8,623,244 across 11 Banks - Regional names. HWC ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
69,851 | $1,238,458 | |
| 2 | BBT |
Beacon Financial Corp
|
40,337 | $1,228,261 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,327 | $1,142,667 | |
| 4 | AVBC |
Avidia Bancorp, Inc.
|
53,642 | $1,125,945 | |
| 5 | FITB |
Fifth Third Bancorp
|
17,398 | $980,725 | |
| 6 | TCBK |
Trico Bancshares /
|
14,611 | $786,802 | |
| 7 | WSFS |
Wsfs Financial Corp
|
9,270 | $711,287 | |
| 8 | BANC |
Banc Of California, Inc.
|
32,649 | $667,019 |
All Filings in HWC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,888 | 3,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $229,687 | 3,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,196 | 3,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $229,716 | 3,669 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $212,437 | 3,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $202,194 | 3,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $211,656 | 3,868 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $216,109 | 4,466 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $209,351 | 4,570 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,100 | 4,559 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $237,647 | 4,557 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $225,540 | 4,509 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $207,375 | 4,401 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||