Position in CAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$230,435
+$28,773 QoQ
Shares Held
4,250
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#120
of 189 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Apella Capital, LLC holds $7,668,883 across 14 Banks - Regional names. CAC ranks #13 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,030 | $2,143,754 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,219 | $1,531,242 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,497 | $518,717 | |
| 4 | HOMB |
Home Bancshares Inc
|
14,534 | $414,945 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
7,618 | $392,936 | |
| 6 | NWBI |
Northwest Bancshares, Inc.
|
24,058 | $364,719 | |
| 7 | USB |
US Bancorp De
|
5,727 | $345,910 | |
| 8 | BMRC |
Bank of Marin Bancorp
|
12,000 | $332,400 |
All Filings in CAC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,435 | 4,250 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $201,662 | 4,250 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||