Position in HWC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,447,475
+$285,177 QoQ
Shares Held
19,372
+6.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. HWC ranks #84 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in HWC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,475 | 19,372 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,162,298 | 18,278 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,243,033 | 19,520 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,192,407 | 19,045 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,127,565 | 19,644 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $896,947 | 17,101 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $908,023 | 16,594 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $978,268 | 19,118 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $941,150 | 19,677 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,044,463 | 22,686 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,094,101 | 22,517 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $722,710 | 19,538 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $730,294 | 19,028 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $683,519 | 18,778 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,364,694 | 28,202 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,331,055 | 29,056 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $571,857 | 12,900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $788,873 | 15,127 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $755,001 | 15,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $709,108 | 15,049 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $666,155 | 14,990 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $647,248 | 15,407 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $359,353 | 10,563 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,693 | 11,148 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $217,681 | 10,268 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $209,176 | 10,716 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||