Position in WAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$509,311
-$73,784 QoQ
Shares Held
6,196
-24.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#262
of 493 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INCEPTIONR LLC holds $21,361,803 across 35 Banks - Regional names. WAL ranks #18 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
25,272 | $1,770,809 | |
| 2 | FHN |
First Horizon Corp
|
56,042 | $1,436,916 | |
| 3 | SSB |
SouthState Bank Corp
|
13,032 | $1,301,896 | |
| 4 | MTB |
M&T Bank Corp
|
4,693 | $1,116,980 | |
| 5 | EFSC |
Enterprise Financial Services Corp
|
15,744 | $1,037,214 | |
| 6 | BOKF |
Bok Financial Corp
|
6,976 | $968,826 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
13,733 | $950,186 | |
| 8 | BBT |
Beacon Financial Corp
|
30,775 | $937,098 |
All Filings in WAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,311 | 6,196 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $583,095 | 8,230 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||