Position in TMP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$357,380
+$59,286 QoQ
Shares Held
3,781
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#122
of 219 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. TMP ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,797 | $3,672,138 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,368 | $1,567,928 | |
| 3 | MTB |
M&T Bank Corp
|
4,991 | $1,187,907 | |
| 4 | NWG |
NatWest Group plc
|
47,857 | $843,718 | |
| 5 | TFC |
Truist Financial Corp
|
16,631 | $828,556 | |
| 6 | RF |
Regions Financial Corp
|
22,912 | $691,942 | |
| 7 | LYG |
Lloyds Banking Group plc
|
84,234 | $491,084 | |
| 8 | BAP |
Credicorp Ltd
|
1,257 | $489,702 |
All Filings in TMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,380 | 3,781 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $298,094 | 3,781 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $274,198 | 3,781 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $250,340 | 3,781 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $237,182 | 3,781 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $238,127 | 3,781 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $256,465 | 3,781 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $235,609 | 4,077 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $205,032 | 4,077 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $245,557 | 4,077 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $227,088 | 4,077 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $269,938 | 4,077 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $316,293 | 4,077 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $296,071 | 4,077 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $293,951 | 4,077 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $319,106 | 4,077 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $340,755 | 4,077 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $329,870 | 4,077 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $316,212 | 4,077 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $496,778 | 6,007 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $240,816 | 3,411 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $220,930 | 3,411 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $327,120 | 4,556 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||