Position in HWC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,234,741
+$2,653,384 QoQ
Shares Held
110,208
+25.6% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 393 holders
Holding Since
Mar 2020
20 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. HWC ranks #44 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in HWC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,234,741 | 110,208 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,581,357 | 87,771 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,338,072 | 68,123 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,885,952 | 62,066 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,572,518 | 62,239 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,225,727 | 61,501 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,290,915 | 60,141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,594,846 | 70,253 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,884,866 | 60,315 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,997,111 | 65,098 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,737,949 | 56,348 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,391,785 | 37,626 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,096,593 | 28,572 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,015,887 | 27,909 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,885,592 | 59,632 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,047,615 | 44,698 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,577,438 | 35,584 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,716,673 | 32,918 | Shares | Sole | 2022-05-04 | |
| 2020-06-30 | $288,892 | 13,627 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $275,973 | 14,138 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||