Position in HWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,876,077
+$1,179,782 QoQ
Shares Held
65,258
+12.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 393 holders
Holding Since
Mar 2022
18 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, 2026Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. HWC ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp De
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in HWC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,876,077 | 65,258 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,696,295 | 58,127 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,694,840 | 58,022 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,970,281 | 47,441 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,715,479 | 47,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,453,348 | 46,775 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,279,854 | 41,664 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,761,798 | 53,973 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,747,498 | 57,443 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,745,641 | 59,636 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,372,455 | 48,826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,610,692 | 43,544 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,682,464 | 43,837 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,625,842 | 44,666 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,047,042 | 42,303 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $683,897 | 14,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,991 | 4,737 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $241,715 | 4,635 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||