Position in OBT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$349,998
+$108,358 QoQ
Shares Held
9,516
+25.9% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 111 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBT 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. OBT ranks #97 (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 OBT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,998 | 9,516 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $241,640 | 7,556 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $213,496 | 7,478 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $439,099 | 16,993 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $242,694 | 10,376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $299,744 | 5,394 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $349,494 | 5,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $306,333 | 5,793 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $284,924 | 6,194 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $379,271 | 6,296 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $276,115 | 6,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $284,715 | 7,695 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $244,591 | 5,251 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $202,163 | 5,251 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $199,380 | 5,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $214,093 | 5,351 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $223,150 | 5,551 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $205,662 | 5,851 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||