Position in BBD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,313
+$3,955 QoQ
Shares Held
7,757
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,351,240 across 285 Banks - Regional names. BBD ranks #229 (0.0% 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 BBD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,313 | 7,757 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,358 | 7,315 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 BBDO | $1,060 | 362 | Shares | Sole | 2025-10-15 | |
| 2025-09-30 | $26,343 | 7,794 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,083 | 7,794 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,412 | 8,705 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,812 | 3,043 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,171 | 2,696 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,694 | 2,542 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $21,776 | 7,614 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $30,257 | 8,645 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $30,483 | 10,696 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $37,073 | 10,715 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,663 | 8,650 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,464 | 2,939 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,644 | 1,262 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,668 | 3,886 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,725 | 1,234 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,848 | 833 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,293 | 642 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,017 | 642 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,376 | 642 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,202 | 642 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,446 | 642 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,606 | 642 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||