Position in HWC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,214
+$13,989 QoQ
Shares Held
217
+520.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 393 holders
Holding Since
Mar 2026
2 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, 2026Clearstead Trust, LLC holds $560,942 across 26 Banks - Regional names. HWC ranks #15 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
356 | $87,654 | |
| 2 | TFC |
Truist Financial Corp
|
1,251 | $62,324 | |
| 3 | MTB |
M&T Bank Corp
|
219 | $52,124 | |
| 4 | RF |
Regions Financial Corp
|
1,430 | $43,186 | |
| 5 | USB |
US Bancorp De
|
602 | $36,360 | |
| 6 | CAC |
Camden National Corp
|
540 | $29,278 | |
| 7 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
321 | $22,209 |
All Filings in HWC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,214 | 217 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,225 | 35 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||