Position in ISTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,229,263
-$3,549,740 QoQ
Shares Held
74,408
-64.9% QoQ
Ownership
0.540%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. ISTR ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in ISTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,263 | 74,408 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,779,003 | 211,918 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $267,226 | 10,001 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $232,100 | 10,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $193,200 | 10,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $176,100 | 10,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,600 | 10,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $194,000 | 10,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,000 | 10,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $163,600 | 10,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $149,100 | 10,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $105,900 | 10,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $121,100 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $139,600 | 10,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $215,300 | 10,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $199,000 | 10,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $219,000 | 10,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $190,900 | 10,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $184,100 | 10,000 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $220,200 | 10,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $228,900 | 10,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $205,500 | 10,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $165,400 | 10,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $128,200 | 10,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $145,000 | 10,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $127,700 | 10,000 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||