Position in HWC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,494
+$223 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 393 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,457,278 across 55 Banks - Regional names. HWC ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
12,776 | $720,183 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
59,566 | $486,654 | |
| 3 | TFC |
Truist Financial Corp
|
8,363 | $416,644 | |
| 4 | HDB |
Hdfc Bank Ltd
|
11,592 | $299,421 | |
| 5 | USB |
US Bancorp \De\
|
3,633 | $219,433 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
6,300 | $174,762 | |
| 7 | MNSB |
MainStreet Bancshares, Inc.
|
6,257 | $154,485 | |
| 8 | MTB |
M&T Bank Corp
|
570 | $135,665 |
All Filings in HWC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494 | 20 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,271 | 20 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $1,148 | 20 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $26,277 | 501 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $26,320 | 481 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,612 | 481 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $23,006 | 481 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $60,312 | 1,310 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $58,065 | 1,195 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $41,724 | 1,128 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $43,254 | 1,127 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,836 | 1,012 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $47,470 | 981 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $15,529 | 339 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,026 | 542 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,892 | 880 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $361,994 | 7,237 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $31,381 | 666 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $29,597 | 666 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $295,078 | 7,024 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||