Position in SBSI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$554,664
+$49,483 QoQ
Shares Held
15,762
-3.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 195 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBSI 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. SBSI ranks #73 (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 SBSI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,664 | 15,762 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $505,181 | 16,249 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $421,873 | 13,882 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389,511 | 13,788 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $405,368 | 13,774 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $395,738 | 13,665 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $437,303 | 13,769 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $458,525 | 13,716 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,698 | 13,716 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $390,074 | 13,345 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $403,620 | 12,887 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $368,508 | 12,840 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $583,498 | 22,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $741,256 | 22,327 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $634,215 | 17,622 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $455,330 | 12,877 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $481,857 | 12,877 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $525,767 | 12,877 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $538,516 | 12,877 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $493,060 | 12,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $492,287 | 12,877 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $495,893 | 12,877 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $399,573 | 12,877 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||