Position in WF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$517,482
+$151,809 QoQ
Shares Held
7,770
+24.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. WF ranks #28 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
263,377 | $13,698,237 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
54,330 | $11,305,529 | |
| 3 | TFC |
Truist Financial Corp
|
131,893 | $6,063,121 | |
| 4 | FITB |
Fifth Third Bancorp
|
126,840 | $5,892,986 | |
| 5 | RF |
Regions Financial Corp
|
114,852 | $2,999,934 | |
| 6 | TRMK |
Trustmark Corp
|
66,317 | $2,794,598 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
37,947 | $2,275,681 | |
| 8 | SSB |
SouthState Bank Corp
|
18,045 | $1,669,523 |
All Filings in WF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $517,482 | 7,770 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $365,673 | 6,220 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $300,290 | 5,348 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $284,903 | 5,729 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||