Position in BMRC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$308,867
New position
Shares Held
12,051
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $70,317,157 across 52 Banks - Regional names. BMRC ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
541,505 | $24,189,028 | |
| 2 | USB |
US Bancorp De
|
132,084 | $6,869,688 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
30,850 | $6,419,576 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,395 | $3,515,958 | |
| 5 | SSB |
SouthState Bank Corp
|
30,957 | $2,864,141 | |
| 6 | FITB |
Fifth Third Bancorp
|
48,541 | $2,255,214 | |
| 7 | TFC |
Truist Financial Corp
|
38,002 | $1,746,951 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
12,369 | $1,695,542 |
All Filings in BMRC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,867 | 12,051 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||