Position in BANC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$384,949
+$28,760 QoQ
Shares Held
21,897
+18.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BANC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,512,776 across 285 Banks - Regional names. BANC ranks #80 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp \De\
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in BANC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,949 | 21,897 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $356,189 | 18,465 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $242,722 | 14,666 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $123,401 | 8,783 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $114,215 | 8,049 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $87,843 | 5,682 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $75,019 | 5,093 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $84,117 | 6,582 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $98,423 | 6,471 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $91,122 | 6,785 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,641 | 698 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,890 | 595 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,197 | 335 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $207 | 13 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,986 | 187 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,911 | 449 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,157 | 473 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,809 | 449 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||