Position in HWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,734
-$65,851 QoQ
Shares Held
3,088
-40.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 393 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $171,165,793 across 34 Banks - Regional names. HWC ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
127,106 | $31,296,039 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
238,081 | $15,684,776 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
447,558 | $14,881,303 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
190,763 | $14,587,646 | |
| 5 | WTFC |
Wintrust Financial Corp
|
88,690 | $14,254,256 | |
| 6 | GABC |
German American Bancorp, Inc.
|
274,011 | $13,004,562 | |
| 7 | CASH |
Pathward Financial, Inc.
|
145,145 | $12,636,323 | |
| 8 | HOMB |
Home Bancshares Inc
|
386,554 | $11,036,116 |
All Filings in HWC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,734 | 3,088 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $296,585 | 5,167 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $286,900 | 5,470 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $297,457 | 5,436 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $478,592 | 9,353 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||