Position in BFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,967,000
New position
Shares Held
20,000
first reported quarter
Ownership
0.179%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 34 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $263,321,978 across 46 Banks - Regional names. BFC ranks #16 (1.1% 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 BFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,967,000 | 20,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||