Position in OSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,015,889
+$131,833 QoQ
Shares Held
43,563
-0.7% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 185 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSBC 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. OSBC ranks #56 (0.2% 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 OSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,889 | 43,563 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $884,056 | 43,852 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $858,039 | 44,002 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $773,347 | 44,728 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $785,988 | 44,306 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $789,551 | 47,449 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $852,533 | 47,949 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $747,524 | 47,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $771,556 | 52,097 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $608,254 | 43,949 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $678,572 | 43,949 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $598,145 | 43,949 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $573,973 | 43,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $669,790 | 47,638 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $781,051 | 48,694 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $641,981 | 49,194 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||