Position in WF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$644,022
+$260,888 QoQ
Shares Held
9,670
+48.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $402,363,217 across 121 Banks - Regional names. WF ranks #68 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,492,970 | $68,631,830 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
291,611 | $60,681,332 | |
| 3 | USB |
US Bancorp \De\
|
809,117 | $42,082,175 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,434,008 | $22,442,225 | |
| 5 | FITB |
Fifth Third Bancorp
|
293,410 | $13,631,828 | |
| 6 | NU |
Nu Holdings Ltd.
|
911,815 | $13,102,781 | |
| 7 | HDB |
Hdfc Bank Ltd
|
519,646 | $12,928,792 | |
| 8 | SSB |
SouthState Bank Corp
|
116,333 | $10,763,129 |
All Filings in WF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $644,022 | 9,670 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $383,134 | 6,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $374,295 | 6,666 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $295,247 | 5,937 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $206,922 | 6,199 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||