Position in CAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$266,165
+$23,174 QoQ
Shares Held
4,909
-4.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 188 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $3,706,458 across 14 Banks - Regional names. CAC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
8,046 | $352,012 | |
| 2 | CARE |
Carter Bankshares, Inc.
|
9,301 | $316,327 | |
| 3 | WSFS |
Wsfs Financial Corp
|
4,031 | $309,298 | |
| 4 | RRBI |
Red River Bancshares Inc
|
3,193 | $291,457 | |
| 5 | BFC |
Bank First Corp
|
1,953 | $289,727 | |
| 6 | CAC |
Camden National Corp
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|
4,909 | $266,165 | |
| 7 | BY |
Byline Bancorp, Inc.
|
7,033 | $264,862 | |
| 8 | CTBI |
Community Trust Bancorp Inc /Ky/
|
3,438 | $248,773 |
All Filings in CAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,165 | 4,909 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $242,991 | 5,121 | Shares | Sole | 2026-05-08 | |
| 2023-03-31 | $210,734 | 5,823 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $244,470 | 5,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $249,763 | 5,863 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $258,000 | 5,857 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $382,011 | 8,121 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $402,184 | 8,351 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $227,429 | 4,748 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||