Position in WAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,327,493
+$322,722 QoQ
Shares Held
28,315
+0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 493 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Derivatives in WAL
reported options exposure · as of Mar 31, 2023CallValue
$71,080
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. WAL ranks #22 (0.5% 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 WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,327,493 | 28,315 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,004,771 | 28,296 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,445,932 | 29,094 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,476,896 | 28,562 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,121,601 | 27,207 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,169,832 | 28,242 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,399,295 | 16,750 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,335,232 | 15,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,057,637 | 16,836 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,504,035 | 23,431 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,443,498 | 21,941 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,149,295 | 25,001 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $866,964 | 23,772 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,089,194 | 30,647 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $71,080 | 2,000 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $1,868,873 | 31,378 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,063,907 | 31,395 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,212,321 | 31,336 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,570,815 | 31,041 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,337,903 | 31,007 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,382,452 | 31,083 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,840,188 | 30,589 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,911,679 | 30,831 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $1,057,056 | 33,430 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,269,326 | 33,518 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,244,541 | 40,658 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||