Position in MSBI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$607,697
+$332,258 QoQ
Shares Held
19,515
+58.1% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 154 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. MSBI ranks #71 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp De
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
|
890,159 | $11,892,524 |
All Filings in MSBI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,697 | 19,515 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $275,439 | 12,346 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $255,543 | 12,071 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $206,759 | 12,063 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $209,866 | 12,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $217,903 | 12,728 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $312,930 | 12,825 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $284,852 | 12,728 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $292,932 | 12,933 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,854 | 12,728 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $350,783 | 12,728 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $261,433 | 12,728 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $253,414 | 12,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $258,389 | 12,063 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,117 | 12,063 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $284,324 | 12,063 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||