Position in LOB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$592,588
+$113,305 QoQ
Shares Held
14,510
+0.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#121
of 239 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aviance Capital Partners, LLC holds $5,326,972 across 8 Banks - Regional names. LOB ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
25,880 | $1,348,089 | |
| 2 | MTB |
M&T Bank Corp
|
4,505 | $1,072,235 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
38,173 | $806,595 | |
| 4 | TFC |
Truist Financial Corp
|
13,340 | $664,598 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
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|
14,510 | $592,588 | |
| 6 | ALRS |
Alerus Financial Corp
|
13,111 | $407,752 | |
| 7 | USB |
US Bancorp \De\
|
3,881 | $234,412 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
11,320 | $200,703 |
All Filings in LOB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,588 | 14,510 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $479,283 | 14,493 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $593,636 | 17,282 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,298 | 17,243 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $570,461 | 19,143 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $789,535 | 29,615 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||