Position in ISTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$397,059
+$35,923 QoQ
Shares Held
13,253
+0.1% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 121 holders
Holding Since
Mar 2021
11 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, 2026Savant Capital, LLC holds $94,849,601 across 80 Banks - Regional names. ISTR ranks #45 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
39,958 | $9,510,403 | |
| 2 | USB |
US Bancorp De
|
152,609 | $9,217,583 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,663 | $6,811,183 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
126,428 | $6,241,750 | |
| 5 | RF |
Regions Financial Corp
|
192,085 | $5,800,967 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
|
132,568 | $5,750,137 | |
| 7 | TFC |
Truist Financial Corp
|
100,758 | $5,019,763 | |
| 8 | FITB |
Fifth Third Bancorp
|
47,062 | $2,652,884 |
All Filings in ISTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,059 | 13,253 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $361,136 | 13,243 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $353,852 | 13,243 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $307,370 | 13,243 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $255,854 | 13,243 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $218,522 | 12,409 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $272,501 | 12,409 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $283,414 | 14,609 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $205,389 | 13,337 | Shares | Sole | 2024-08-05 | |
| 2021-12-31 | $215,323 | 11,696 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $228,762 | 11,132 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||