Position in WAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$307,921
+$73,787 QoQ
Shares Held
3,746
+34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 493 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 66%
Shared 17%
None 17%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $94,849,601 across 80 Banks - Regional names. WAL ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
39,958 | $9,510,403 | |
| 2 | USB |
US Bancorp \De\
|
152,609 | $9,217,583 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,663 | $6,811,183 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
126,428 | $6,241,750 | |
| 5 | RF |
Regions Financial Corp
|
192,085 | $5,800,967 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
|
132,568 | $5,750,137 | |
| 7 | TFC |
Truist Financial Corp
|
100,758 | $5,019,763 | |
| 8 | FITB |
Fifth Third Bancorp
|
47,062 | $2,652,884 |
All Filings in WAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,921 | 3,746 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $234,134 | 2,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $249,146 | 2,873 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||