Position in SFBS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,083,767
-$54,173 QoQ
Shares Held
42,342
-3.1% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $402,363,217 across 121 Banks - Regional names. SFBS ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,492,970 | $68,631,830 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
291,611 | $60,681,332 | |
| 3 | USB |
US Bancorp De
|
809,117 | $42,082,175 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,434,008 | $22,442,225 | |
| 5 | FITB |
Fifth Third Bancorp
|
293,410 | $13,631,828 | |
| 6 | NU |
Nu Holdings Ltd.
|
911,815 | $13,102,781 | |
| 7 | HDB |
Hdfc Bank Ltd
|
519,646 | $12,928,792 | |
| 8 | SSB |
SouthState Bank Corp
|
116,333 | $10,763,129 |
All Filings in SFBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,083,767 | 42,342 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,137,940 | 43,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,016,916 | 49,881 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,034,705 | 52,054 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,409,766 | 53,387 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,522,319 | 53,367 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,279,135 | 53,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,467,153 | 70,694 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,691,452 | 70,697 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,702,079 | 70,570 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,696,192 | 70,849 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,000,540 | 73,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,278,237 | 60,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,928,628 | 57,011 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,606,880 | 57,586 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,451,487 | 43,734 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,112,335 | 43,156 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,862,306 | 45,471 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,594,826 | 46,206 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,137,005 | 46,146 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,508,321 | 57,204 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,262,200 | 80,968 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,004,633 | 29,522 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,916,685 | 109,527 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,956,892 | 100,849 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||