Position in ISTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,496
+$33,894 QoQ
Shares Held
12,600
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
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, 2026Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names. ISTR ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,106 | $8,026,293 | |
| 2 | USB |
US Bancorp De
|
54,304 | $3,279,957 | |
| 3 | RF |
Regions Financial Corp
|
94,241 | $2,846,075 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,036 | $2,717,275 | |
| 5 | FITB |
Fifth Third Bancorp
|
45,526 | $2,566,296 | |
| 6 | NU |
Nu Holdings Ltd.
|
174,721 | $2,334,271 | |
| 7 | KEY |
Keycorp /New/
|
72,811 | $1,678,289 | |
| 8 | MTB |
M&T Bank Corp
|
6,847 | $1,629,651 |
All Filings in ISTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,496 | 12,600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $343,602 | 12,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,672 | 12,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $292,446 | 12,600 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $243,432 | 12,600 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $221,886 | 12,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $276,696 | 12,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $244,440 | 12,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $194,040 | 12,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $206,136 | 12,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $187,866 | 12,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $133,434 | 12,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $152,586 | 12,600 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $175,896 | 12,600 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $271,278 | 12,600 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $250,740 | 12,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275,940 | 12,600 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $240,534 | 12,600 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $231,966 | 12,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $277,452 | 12,600 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $288,414 | 12,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $258,930 | 12,600 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $208,404 | 12,600 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $161,532 | 12,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $182,700 | 12,600 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $160,902 | 12,600 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||