Position in HWC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$294,471
+$94,099 QoQ
Shares Held
3,941
+25.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#257
of 393 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $9,100,119 across 11 Banks - Regional names. HWC ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
54,516 | $3,292,766 | |
| 2 | TFC |
Truist Financial Corp
|
62,556 | $3,116,539 | |
| 3 | VLY |
Valley National Bancorp
|
25,055 | $367,055 | |
| 4 | MTB |
M&T Bank Corp
|
1,465 | $348,684 | |
| 5 | FULT |
Fulton Financial Corp
|
12,446 | $301,068 | |
| 6 | HWC |
Hancock Whitney Corp
This page
|
3,941 | $294,471 | |
| 7 | HOPE |
Hope Bancorp Inc
|
21,453 | $293,477 | |
| 8 | ONB |
Old National Bancorp /In/
|
11,143 | $288,603 |
All Filings in HWC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,471 | 3,941 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,372 | 3,151 | Shares | Sole | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||