Position in HWC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,576
+$36,793 QoQ
Shares Held
3,300
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#279
of 393 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. HWC ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp \De\
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
243 | $505,631 |
All Filings in HWC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,576 | 3,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $209,783 | 3,299 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||