Position in HWC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,568
-$117,434 QoQ
Shares Held
3,059
-57.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#289
of 393 holders
Holding Since
Dec 2022
3 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, 2026INCEPTIONR LLC holds $21,361,803 across 35 Banks - Regional names. HWC ranks #31 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
25,272 | $1,770,809 | |
| 2 | FHN |
First Horizon Corp
|
56,042 | $1,436,916 | |
| 3 | SSB |
SouthState Bank Corp
|
13,032 | $1,301,896 | |
| 4 | MTB |
M&T Bank Corp
|
4,693 | $1,116,980 | |
| 5 | EFSC |
Enterprise Financial Services Corp
|
15,744 | $1,037,214 | |
| 6 | BOKF |
Bok Financial Corp
|
6,976 | $968,826 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
13,733 | $950,186 | |
| 8 | BBT |
Beacon Financial Corp
|
30,775 | $937,098 |
All Filings in HWC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,568 | 3,059 | Shares | Sole | 2026-08-11 | |
| 2024-06-30 | $346,002 | 7,234 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $394,667 | 8,156 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||