Position in SHFS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,617
-$18,759 QoQ
Shares Held
31,741
0.0% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 13 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $7,387,708 across 18 Banks - Regional names. SHFS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,659 | $1,147,138 | |
| 2 | FITB |
Fifth Third Bancorp
|
16,881 | $951,581 | |
| 3 | RF |
Regions Financial Corp
|
23,146 | $699,009 | |
| 4 | USB |
US Bancorp \De\
|
11,336 | $684,694 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
62,249 | $596,345 | |
| 6 | TFC |
Truist Financial Corp
|
11,034 | $549,713 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
26,767 | $474,578 | |
| 8 | MTB |
M&T Bank Corp
|
1,724 | $410,329 |
All Filings in SHFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,617 | 31,741 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,376 | 31,741 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $33,645 | 31,741 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||