Position in HWC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$343,712
+$51,198 QoQ
Shares Held
4,600
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#246
of 393 holders
Holding Since
Mar 2021
19 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, 2026NEVILLE RODIE & SHAW INC holds $8,858,688 across 10 Banks - Regional names. HWC ranks #9 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
13,974 | $2,159,262 | |
| 2 | TFC |
Truist Financial Corp
|
32,845 | $1,636,337 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,602 | $1,379,324 | |
| 4 | USB |
US Bancorp \De\
|
19,777 | $1,194,530 | |
| 5 | BKU |
BankUnited, Inc.
|
13,557 | $656,836 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,950 | $448,141 | |
| 7 | ONB |
Old National Bancorp /In/
|
16,403 | $424,837 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
5,280 | $365,323 |
All Filings in HWC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,712 | 4,600 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $292,514 | 4,600 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $292,928 | 4,600 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $288,006 | 4,600 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $264,040 | 4,600 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $241,270 | 4,600 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $251,712 | 4,600 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $235,382 | 4,600 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $231,975 | 4,850 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $223,294 | 4,850 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $235,661 | 4,850 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $234,691 | 4,850 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $222,178 | 4,850 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $215,000 | 4,850 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $252,927 | 4,850 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $242,597 | 4,850 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $228,532 | 4,850 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $215,534 | 4,850 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $203,748 | 4,850 | Shares | Sole | 2021-04-08 | |
| No filing history on record for this holder in this stock. | ||||||