Position in OCFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$893,204
+$77,544 QoQ
Shares Held
45,735
+1.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#104
of 229 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $292,642,444 across 29 Banks - Regional names. OCFC ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in OCFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,204 | 45,735 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $815,660 | 45,214 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $807,750 | 45,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $790,650 | 45,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $792,450 | 45,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $766,147 | 45,041 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $814,500 | 45,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $836,550 | 45,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $715,050 | 45,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $738,450 | 45,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $781,547 | 45,020 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $651,439 | 45,020 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $703,212 | 45,020 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||