Position in BANF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,527,207
+$2,054,039 QoQ
Shares Held
22,741
+421.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 14 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BANF Over Time
Shares Held
Position Value (USD)
Derivatives in BANF
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$266,465
PutShares
3,027
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $263,534,178 across 47 Banks - Regional names. BANF ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
2,571,543 | $128,114,271 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
122,536 | $30,170,813 | |
| 3 | FITB |
Fifth Third Bancorp
|
268,205 | $15,118,715 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
250,000 | $8,440,000 | |
| 5 | ATLO |
Ames National Corp
|
240,000 | $7,106,400 | |
| 6 | CCB |
Coastal Financial Corp
|
65,000 | $5,038,150 | |
| 7 | CASH |
Pathward Financial, Inc.
|
55,000 | $4,788,300 | |
| 8 | BKU |
BankUnited, Inc.
|
96,365 | $4,668,884 |
All Filings in BANF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,207 | 22,741 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $473,168 | 4,361 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $472,530 | 4,457 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $431,700 | 3,414 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $300,767 | 2,433 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $267,313 | 2,433 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $285,098 | 2,433 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $256,073 | 2,433 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $213,374 | 2,433 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $266,465 | 3,027 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $317,198 | 3,259 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $282,653 | 3,259 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $299,828 | 3,259 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $270,822 | 3,259 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $287,378 | 3,259 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $455,760 | 5,094 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $487,546 | 5,094 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||