Position in LOB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$430,494
+$81,904 QoQ
Shares Held
10,541
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#135
of 239 holders
Holding Since
Jun 2023
13 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, 2026HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. LOB ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
7,001 | $1,666,308 | |
| 2 | USB |
US Bancorp De
|
19,333 | $1,167,713 | |
| 3 | TFC |
Truist Financial Corp
|
12,118 | $603,718 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
11,485 | $567,014 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
This page
|
10,541 | $430,494 | |
| 6 | EFSI |
Eagle Financial Services Inc
|
6,500 | $269,490 | |
| 7 | TMP |
Tompkins Financial Corp
|
2,138 | $202,083 |
All Filings in LOB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,494 | 10,541 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $348,590 | 10,541 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $404,814 | 11,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $384,919 | 10,929 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $325,684 | 10,929 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $262,547 | 9,848 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $336,689 | 8,513 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $372,233 | 7,858 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $275,501 | 7,858 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $326,185 | 7,858 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,539 | 7,858 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $260,115 | 8,985 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $236,395 | 8,985 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||