Position in HWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$726,352
+$62,537 QoQ
Shares Held
9,721
-6.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in HWC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. HWC ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in HWC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,352 | 9,721 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $663,815 | 10,439 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $685,578 | 10,766 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $685,641 | 10,951 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $684,494 | 11,925 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $703,301 | 13,409 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $751,468 | 13,733 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $628,060 | 12,274 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $590,124 | 12,338 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $576,926 | 12,531 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $840,556 | 17,299 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $639,186 | 17,280 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $664,356 | 17,310 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $865,845 | 23,787 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $953,136 | 19,697 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $593,146 | 12,948 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $441,792 | 9,966 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $476,962 | 9,146 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $451,530 | 9,027 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $480,151 | 10,190 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,814,639 | 175,847 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,495,055 | 226,019 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,552,053 | 427,750 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,398,241 | 286,988 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,557,649 | 356,493 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,144,346 | 314,772 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||