Position in CFR
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$13,570
New position
Shares Held
99
first reported quarter
Ownership
0.000%
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 Jun 30, 2026Western Wealth Management, LLC holds $13,565,022 across 12 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $4,085,918 | |
| 2 | USB |
US Bancorp \De\
|
49,450 | $2,986,779 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,650,066 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
21,474 | $1,107,628 | |
| 5 | RF |
Regions Financial Corp
|
28,991 | $875,528 | |
| 6 | MTB |
M&T Bank Corp
|
3,169 | $754,253 | |
| 7 | AX |
Axos Financial, Inc.
|
4,800 | $467,472 | |
| 8 | FITB |
Fifth Third Bancorp
|
7,648 | $431,117 |
All Filings in CFR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,570 | 99 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||