Position in HWC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$594,397
+$90,129 QoQ
Shares Held
7,955
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 393 holders
Holding Since
Sep 2020
22 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, 2026Prospera Financial Services Inc holds $30,295,865 across 24 Banks - Regional names. HWC ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,411 | $12,412,196 | |
| 2 | USB |
US Bancorp \De\
|
71,690 | $4,330,076 | |
| 3 | TFC |
Truist Financial Corp
|
30,475 | $1,518,264 | |
| 4 | FITB |
Fifth Third Bancorp
|
25,784 | $1,453,444 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
42,293 | $1,427,811 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
108,831 | $1,042,600 | |
| 7 | RF |
Regions Financial Corp
|
33,271 | $1,004,784 | |
| 8 | EWBC |
East West Bancorp Inc
|
5,344 | $689,856 |
All Filings in HWC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,397 | 7,955 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $504,268 | 7,930 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $503,135 | 7,901 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $499,377 | 7,976 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $466,432 | 8,126 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $420,019 | 8,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $436,556 | 7,978 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $438,987 | 8,579 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $486,670 | 10,175 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $456,348 | 9,912 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $485,365 | 9,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $368,790 | 9,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $342,272 | 8,918 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $400,036 | 10,990 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $556,823 | 11,507 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $526,036 | 11,483 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $444,496 | 10,027 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $579,803 | 11,118 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $544,567 | 10,887 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $241,395 | 5,123 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $214,166 | 5,098 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $44,015 | 2,340 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||