Position in HWC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$205,928
New position
Shares Held
2,756
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 393 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Synergy Asset Management, LLC holds $4,594,554 across 3 Banks - Regional names. HWC ranks #3 (4.5% of the industry book) .
All Filings in HWC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,928 | 2,756 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||