Position in ISTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$361,467
+$32,455 QoQ
Shares Held
12,065
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 121 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $34,768,513 across 27 Banks - Regional names. ISTR ranks #19 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
43,134 | $10,620,453 | |
| 2 | WAL |
Western Alliance Bancorporation
|
39,772 | $3,269,258 | |
| 3 | TFC |
Truist Financial Corp
|
57,943 | $2,886,720 | |
| 4 | PRK |
Park National Corp /Oh/
|
13,980 | $2,558,200 | |
| 5 | HWC |
Hancock Whitney Corp
|
26,050 | $1,946,456 | |
| 6 | USB |
US Bancorp De
|
31,882 | $1,925,672 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
75,791 | $1,343,774 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
12,296 | $1,240,420 |
All Filings in ISTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,467 | 12,065 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $329,012 | 12,065 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $322,376 | 12,065 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $280,028 | 12,065 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $233,095 | 12,065 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $212,464 | 12,065 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $265,606 | 12,095 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $234,643 | 12,095 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $185,801 | 12,065 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $197,383 | 12,065 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $179,889 | 12,065 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||